☆Condire Management, LP
Quality Q
0.000
AUM ($M)
87
Positions
1
Turnover
1.00
Top-10 wt
100%
Herfindahl
1.000
History (qtrs)
6
Excess Return
not eligible
AI Eval Run AI Eval
Holdings · 20 positions · portfolio value $855M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆CDE funds › | COEUR MNG INC | HOLD | — | 19.0% | +0.9% | 162.3 | 9,942,304 | +0 | 2 | — |
| ☆IAUX funds › | I-80 GOLD CORP | HOLD | — | 13.8% | +1.8% | 118.2 | 82,103,559 | +0 | 5 | — |
| ☆VAL funds › | VALARIS LTD | TRIM | — | 9.1% | -1.9% | 77.5 | 1,067,010 | -91,641 | 5 | — |
| ☆ODV funds › | OSISKO DEVELOPMENT CORP | HOLD | — | 7.2% | -0.7% | 61.6 | 25,050,980 | +0 | 5 | — |
| ☆CHRD funds › | CHORD ENERGY CORPORATION | TRIM | — | 6.6% | -1.0% | 56.8 | 496,575 | -59,961 | 5 | — |
| ☆RYAM funds › | RAYONIER ADVANCED MATLS INC | HOLD | — | 5.8% | -1.0% | 50.0 | 6,358,877 | +0 | 5 | — |
| ☆SDRL funds › | SEADRILL LTD | HOLD | — | 5.7% | +0.0% | 48.4 | 1,279,968 | +0 | 5 | — |
| ☆SBSW funds › | SIBANYE STILLWATER LTD | HOLD | — | 5.2% | -1.0% | 44.5 | 5,244,469 | +0 | 5 | — |
| ☆BTG funds › | B2GOLD CORP | HOLD | — | 5.1% | -0.0% | 43.3 | 11,571,607 | +0 | 3 | — |
| ☆EXK funds › | ENDEAVOUR SILVER CORP | HOLD | — | 4.4% | +0.3% | 37.3 | 4,503,543 | +0 | 5 | — |
| ☆AAUC funds › | ALLIED GOLD CORP | NEW | — | 3.9% | +3.9% | 33.0 | 1,387,845 | +1,387,845 | 1 | — |
| ☆IAUXWS funds › | I-80 GOLD CORP | ADD | — | 3.8% | -0.2% | 32.4 | 41,602,399 | +60,800 | 4 | — |
| ☆TDW funds › | TIDEWATER INC NEW | HOLD | — | 2.2% | -0.1% | 19.0 | 285,900 | +0 | 5 | — |
| ☆CNR funds › | CORE NATURAL RESOURCES INC | HOLD | — | 1.9% | -0.2% | 16.1 | 201,663 | +0 | 5 | — |
| ☆CVE funds › | CENOVUS ENERGY INC | TRIM | — | 1.7% | -1.1% | 14.9 | 600,000 | -500,000 | 5 | — |
| ☆CDLR funds › | CADELER A S | TRIM | — | 1.4% | -0.0% | 11.8 | 539,983 | -84,417 | 5 | — |
| ☆ELE funds › | ELEMENTAL RTY CORP | TRIM | — | 1.3% | +0.1% | 11.2 | 641,515 | -32,900 | 3 | — |
| ☆NEXM funds › | NEXMETALS MINING CORP. | HOLD | — | 1.0% | +0.1% | 8.3 | 3,513,500 | +0 | 3 | — |
| ☆TEN funds › | TSAKOS ENERGY NAVIGATION LTD | TRIM | — | 0.7% | -0.0% | 6.2 | 174,927 | -16,050 | 5 | — |
| ☆MUX funds › | MCEWEN INC. | HOLD | — | 0.2% | +0.0% | 2.0 | 113,000 | +0 | 5 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 855 | 20 | 0.07 | 82% | 0.091 | 0.863 | — | in |
| 2026Q1 | 1,035 | 19 | 0.32 | 84% | 0.091 | 0.515 | — | in |
| 2025Q4 | 958 | 22 | 0.17 | 83% | 0.108 | 0.717 | — | in |
| 2025Q3 | 835 | 20 | 0.23 | 86% | 0.114 | 0.640 | — | in |
| 2025Q2 | 694 | 27 | 0.32 | 78% | 0.097 | 0.383 | — | entered |
| 2025Q1 | 669 | 22 | 0.00 | 82% | 0.099 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
JSON: /api/signals ·
/api/funds ·
/api/status