Holdings of Condire Management, LP
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 8 in 3 countries
- Top ten
- 100.0 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Coeur Mining Inc | 9,942,304 | 186.6M $ | |
| 2 | Chord Energy Corp | 556,536 | 79.1M $ | |
| 3 | Rayonier Advanced Materials Inc | 6,358,877 | 70.4M $ | |
| 4 | Sibanye Stillwater Ltd | 5,244,469 | 64.6M $ | |
| 5 | Tidewater Inc | 285,900 | 23.9M $ | |
| 6 | Core Natural Resources Inc | 201,663 | 21.1M $ | |
| 7 | Cadeler A/S | 624,400 | 14.7M $ | |
| 8 | McEwen Inc | 113,000 | 2.3M $ |
Sector breakdown
- Materials 40.3 %
- Unattributed 59.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 82.9 %
- South Africa 14.0 %
- Denmark 3.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 6 | 383.5M $ | 82.86 % |
| 2 | South Africa | 1 | 64.6M $ | 13.96 % |
| 3 | Denmark | 1 | 14.7M $ | 3.17 % |
Cite this page
Titelia. "Holdings of Condire Management, LP". https://titelia.com/en/funds/US13F1847739