Condire Management, LP

Fund

Condire Management, LP is a Dallas-based hedge fund and private investment advisory firm.

Coeur Mining is 31% of Condire Management, LP's $608.3M tracked book

8 tracked · Filing-sourced (SEC) · Latest filing May 15, 2026 · $608.3M · 13F, Form 4, 13D/G

Condire Management, LP is a Dallas-based hedge fund and private investment advisory firm. Founded in 2012 by Ryan Schedler and Bradley Shisler, the firm specializes in fundamental research and global equity investments focused on the natural resources, mining, and energy sectors.

Portfolio allocation

8 positions weighted

Weights are each position's share of the reported value of the charted positions.

Holdings (8)

Showing 8 of 19 reported positions · ordered by reported value

CDE 30.7%

Largest by weight

$608.3M

Tracked value

1
CDECoeur Mining, Inc.
30.68%
9,942,304 shares · $186.6M
FILINGSEC 13F-HRMar 31, 2026COEUR MNG INCSEC
2
IAUXi-80 Gold Corp.
27.34%
123,645,158 shares · $166.3M
FILINGSEC 13F-HRMar 31, 2026I-80 GOLD CORPSEC
3
OGGOsisko Gold Group Inc.
13.38%
25,050,980 shares · $81.4M
FILINGSEC 13F-HRMar 31, 2026OSISKO DEVELOPMENT CORPSEC
4
SBSWSibanye Stillwater Limited
10.62%
5,244,469 shares · $64.6M
FILINGSEC 13F-HRMar 31, 2026SIBANYE STILLWATER LTDSEC
5
BTGB2Gold Corp.
8.62%
11,571,607 shares · $52.4M
FILINGSEC 13F-HRMar 31, 2026B2GOLD CORPSEC
6
EXKEndeavour Silver Corp.
6.89%
4,503,543 shares · $41.9M
FILINGSEC 13F-HRMar 31, 2026ENDEAVOUR SILVER CORPSEC
7
ELEElemental Royalty Corporation
2.09%
674,415 shares · $12.7M
FILINGSEC 13F-HRMar 31, 2026ELEMENTAL RTY CORPSEC
8
MUXMcEwen Inc.
0.38%
113,000 shares · $2.3M
FILINGSEC 13F-HRMar 31, 2026MCEWEN INC.SEC

Shows tracked precious metals holdings only, not full book. Full 13F filed by Condire Management, LP.

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Portfolio Intelligence

Aggregated from this investor's disclosed positions. Methodology

Portfolio Gold Beta

Equal-weight average of cached stock-level gold beta values across disclosed holdings with available regression data.

Methodology

Beta

n/a

R-squared

n/a

Coverage

Limited coverage: 0%

0 of 0 holdings, equal weight

Consensus Holdings

Holdings also disclosed by other tracked investors.

No overlapping disclosed holdings in the cache.

Similar Portfolios

No shared holdings found in the cache.

Filing Timeline

No recent activity rows in the cache.

Additional disclosed positions from interviews and public statements may appear above the 13F-sourced list.

Precious-metals holdings from the most recent SEC 13F filed by Condire Management, LP. That filing also includes non-precious-metals securities; this page shows only names in the GoldSignal universe.

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