Condire Management, LP
DALLAS TX · SEC CIK 0001847739
$9.42亿2026Q2 申报市值
21持仓数
79.6%前十大占比 · 第一大 17.2%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
OGC 新建仓+$8,744.85万
AAUC 新建仓+$3,300.30万
I-80 GOLD CORP 加仓+$4.74万
2026Q2 卖出最多 按季末市值估算
CVE 减仓-$1,240.50万
CHRD 减仓-$685.35万
VAL 减仓-$665.31万
CADELER A S 减仓-$184.96万
ELE 减仓-$57.44万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CDE | COEUR MNG INC | $1.62亿 | 17.22% | 9,942,304 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $1.18亿 | 12.55% | 82,103,559 | 0 | 0.0% | — | 不变 |
| OGC | OCEANAGOLD CORP | $8,744.85万 | 9.28% | 3,492,154 | 3,492,154 | — | $8,744.85万 | 新建仓 |
| VAL | VALARIS LTD | $7,746.49万 | 8.22% | 1,067,010 | -91,641 | -7.9% | -$665.31万 | 减仓 |
| — | OSISKO DEVELOPMENT CORP | $6,162.54万 | 6.54% | 25,050,980 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $5,675.85万 | 6.02% | 496,575 | -59,961 | -10.8% | -$685.35万 | 减仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $4,998.08万 | 5.30% | 6,358,877 | 0 | 0.0% | — | 不变 |
| SDRL | SEADRILL LTD | $4,840.84万 | 5.14% | 1,279,968 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD | $4,452.55万 | 4.73% | 5,244,469 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP | $4,327.78万 | 4.59% | 11,571,607 | 0 | 0.0% | — | 不变 |
| EXK | ENDEAVOUR SILVER CORP | $3,728.93万 | 3.96% | 4,503,543 | 0 | 0.0% | — | 不变 |
| AAUC | ALLIED GOLD CORP | $3,300.30万 | 3.50% | 1,387,845 | 1,387,845 | — | $3,300.30万 | 新建仓 |
| — | I-80 GOLD CORP | $3,244.99万 | 3.44% | 41,602,399 | 60,800 | 0.1% | $4.74万 | 加仓 |
| TDW | TIDEWATER INC NEW | $1,904.95万 | 2.02% | 285,900 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $1,613.71万 | 1.71% | 201,663 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $1,488.60万 | 1.58% | 600,000 | -500,000 | -45.5% | -$1,240.50万 | 减仓 |
| — | CADELER A S | $1,183.10万 | 1.26% | 539,983 | -84,417 | -13.5% | -$184.96万 | 减仓 |
| ELE | ELEMENTAL RTY CORP | $1,120.09万 | 1.19% | 641,515 | -32,900 | -4.9% | -$57.44万 | 减仓 |
| — | NEXMETALS MINING CORP. | $827.43万 | 0.88% | 3,513,500 | 0 | 0.0% | — | 不变 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $618.72万 | 0.66% | 174,927 | -16,050 | -8.4% | -$56.77万 | 减仓 |
| MUX | MCEWEN INC. | $204.87万 | 0.22% | 113,000 | 0 | 0.0% | — | 不变 |