Condire Management, LP
DALLAS TX · SEC CIK 0001847739
$10.35亿2026Q1 申报市值
19持仓数
84.4%前十大占比 · 第一大 18.0%
1 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CDE 新建仓+$1.87亿
CHRD 加仓+$725.12万
OSISKO DEVELOPME 加仓+$630.16万
IAUX 加仓+$283.02万
BTG 加仓+$138.76万
2026Q1 卖出最多 按季末市值估算
NEW GOLD INC CDA 清仓-$2.39亿
AEM 清仓-$1,613.69万
XME 清仓-$1,268.71万
XOP 清仓-$518.02万
ELE 减仓-$22.29万
2026Q1 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 | $1.87亿 | 18.04% | 9,942,304 | 9,942,304 | — | $1.87亿 | 新建仓 |
| IAUX | I-80 GOLD CORP | $1.25亿 | 12.06% | 82,103,559 | 1,862,001 | 2.3% | $283.02万 | 加仓 |
| VAL | VALARIS LTD | $1.14亿 | 10.98% | 1,158,651 | 0 | 0.0% | — | 不变 |
| — | OSISKO DEVELOPMENT CORP | $8,141.57万 | 7.87% | 25,050,980 | 1,938,944 | 8.4% | $630.16万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $7,912.83万 | 7.65% | 556,536 | 51,000 | 10.1% | $725.12万 | 加仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $7,039.28万 | 6.80% | 6,358,877 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD | $6,461.19万 | 6.24% | 5,244,469 | 0 | 0.0% | — | 不变 |
| SDRL | SEADRILL LTD | $5,823.85万 | 5.63% | 1,279,968 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP | $5,241.94万 | 5.07% | 11,571,607 | 306,307 | 2.7% | $138.76万 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP | $4,192.80万 | 4.05% | 4,503,543 | 0 | 0.0% | — | 不变 |
| — | I-80 GOLD CORP | $4,154.16万 | 4.01% | 41,541,599 | 201,600 | 0.5% | $20.16万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $2,918.30万 | 2.82% | 1,100,000 | 0 | 0.0% | — | 不变 |
| TDW | TIDEWATER INC NEW | $2,388.69万 | 2.31% | 285,900 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $2,112.02万 | 2.04% | 201,663 | 0 | 0.0% | — | 不变 |
| — | CADELER A S | $1,469.21万 | 1.42% | 624,400 | 0 | 0.0% | — | 不变 |
| ELE | ELEMENTAL RTY CORP | $1,270.60万 | 1.23% | 674,415 | -11,831 | -1.7% | -$22.29万 | 减仓 |
| — | NEXMETALS MINING CORP. | $860.81万 | 0.83% | 3,513,500 | 0 | 0.0% | — | 不变 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $753.60万 | 0.73% | 190,977 | 0 | 0.0% | — | 不变 |
| MUX | MCEWEN INC. | $230.75万 | 0.22% | 113,000 | 0 | 0.0% | — | 不变 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -27,437,020 | -100.0% | -$2.39亿 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -95,186 | -100.0% | -$1,613.69万 | 清仓 |
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | -122,451 | -100.0% | -$1,268.71万 | 清仓 |
| XOP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -41,028 | -100.0% | -$518.02万 | 清仓 |