CONDIRE MANAGEMENT, LP 13F Portfolio
CONDIRE MANAGEMENT, LP runs CONDIRE MANAGEMENT, LP and currently holds 21 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $88.30B. Their top holdings are CDE, IAUX, VAL, CHRD, RYAM. The top five represent 54.4% of reported portfolio weight. CONDIRE MANAGEMENT, LP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, CONDIRE MANAGEMENT, LP initiated 1 new position. They trimmed 3 positions. Their current best-performing preview position is AAUC with returns of +0.00%.
Portfolio Value
$88.30B
Alpha Score
54.3
#0 of 1000
Holdings
21
CONDIRE MANAGEMENT, LP Current 13F Holdings
Reported holdings from CONDIRE MANAGEMENT, LP's latest SEC 13F filing, ranked by portfolio weight.
21 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CDE COEUR MNG INC | 18.98% | $18.77 | $17.16 | -8.60% | Held |
 IAUX I-80 GOLD CORP | 13.83% | $0.62 | $1.59 | +156.45% | Held |
 VAL VALARIS LTD | 9.06% | $49.56 | $83.70 | +68.89% | Trimmed -7.91% |
 CHRD CHORD ENERGY CORPORATION | 6.64% | $117.39 | $141.54 | +20.57% | Trimmed -10.77% |
 RYAM RAYONIER ADVANCED MATLS INC | 5.85% | $5.28 | $7.02 | +32.95% | Held |
 SDRL SEADRILL LTD | 5.66% | $42.70 | $46.15 | +8.08% | Held |
 SBSW SIBANYE STILLWATER LTD | 5.21% | $13.01 | $10.01 | -23.10% | Held |
 BTG B2GOLD CORP | 5.06% | $4.51 | $5.25 | +16.41% | Held |
 EXK ENDEAVOUR SILVER CORP | 4.36% | $7.71 | $8.66 | +12.32% | Held |
 AAUC ALLIED GOLD CORP | 3.86% | $23.78 | $20.59 | -13.41% | New Buy |
Showing 1-10 of 21