Condire Management, LP - Portfolio Stock Holdings

Condire Management, LP disclosed 21 stock positions in a recent SEC 13F filing. $984,309,364 of stock holdings were filed, with the largest holdings including CDE, IAUX, and VAL. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $1,860,020,618 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.