Anthony Federici

Condire Management, Lp

Assets Managed

$1.035B

Holdings

Last Quarter

2026 - Q1

Filed Date

19d ago

Growth Rate

8.02%(2Q avg: 11.35%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Condire Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 19 positions.

Assets under management

The assets under management (AUM) of Condire Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.035B in assets, with a quarterly growth rate of 8.02% and a 2-quarter average growth rate of 11.35%. The portfolio is managed by Anthony Federici, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CDE Coeur Mining Inc Recent Activity New Position	18.04%	$186.617M 9.942M shares@ $18.77 avg price	New Position
IAUX I-80 Gold Corp Recent Activity Increased 2.33%	12.07%	$124.797M 82.104M shares@ $1.53 avg price	Increased 2.33%
VAL Valaris Ltd Recent Activity	10.98%	$113.594M 1.159M shares@ $98.04 avg price
ODV Osisko Development Corp Recent Activity Increased 8.39%	7.87%	$81.416M 25.051M shares@ $3.25 avg price	Increased 8.39%
CHRD Chord Energy Corp Recent Activity Increased 10.09%	7.65%	$79.128M 556,536 shares@ $142.18 avg price	Increased 10.09%
RYAM Rayonier Advanced Materials Recent Activity	6.81%	$70.393M 6.359M shares@ $11.07 avg price
SBSW Sibanye-stillwater Ltd-adr Recent Activity	6.25%	$64.612M 5.244M shares@ $12.32 avg price
SDRL Seadrill Limited Recent Activity	5.63%	$58.239M 1.28M shares@ $45.5 avg price
BTG B2gold Corp Recent Activity Increased 2.72%	5.07%	$52.419M 11.572M shares@ $4.54 avg price	Increased 2.72%
EXK Endeavour Silver Corp Recent Activity	4.06%	$41.928M 4.504M shares@ $9.31 avg price

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