Condire Management, LP: I-80 GOLD CORP (IAUX): Quarterly 13F Position History
As of Q1 2026, Condire Management, LP reported 82,103,559 shares of I-80 GOLD CORP (IAUX), worth $124.8M and representing 12.1% of its 13F equity book. Quarter-over-quarter share count change: + 1,862,001 (+2.3%) . The position first appeared in Q2 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 82,103,559Shares Held (Latest Filing)
- $124.8MReported Market Value (Latest Filing)
- 12.1%Portfolio Weight (% of 13F Equity Book)
- +1,862,001Quarter-over-Quarter Share Change
- +$7.6MQuarter-over-Quarter Value Change
- 82,103,559Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 82,103,559 | +1,862,001 | +2.3% | $124.8M | 12.1% | $1.5 |
| Q4 2025 | 80,241,558 | +141,558 | +0.2% | $117.2M | 12.2% | $1.5 |
| Q3 2025 | 80,100,000 | +100,000 | +0.1% | $76.5M | 9.2% | $1.0 |
| Q2 2025 | 80,000,000 | — | — | $47.9M | 6.9% | $0.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Condire Management, LP first disclose a IAUX position in 13F-HR filings?
Condire Management, LP first reported I-80 GOLD CORP (IAUX) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was Condire Management, LP's most recent quarter-over-quarter share-count change in IAUX?
Between Q4 2025 and Q1 2026, Condire Management, LP added 1,862,001 shares of IAUX (+2.3%), bringing the total reported position to 82,103,559 shares at a market value of $124.8M.
Does the implied price-per-share represent Condire Management, LP's cost basis in IAUX?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.