$548 Million is the total value of Condire Management, LP's 18 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | SEADRILL 2021 LTD | $41,407,163 | – | 1,271,280 | +100.0% | 7.56% | – | |
EQT | New | EQT CORP | $30,142,530 | – | 891,000 | +100.0% | 5.50% | – |
SWN | New | SOUTHWESTERN ENERGY CO | $28,840,500 | – | 4,930,000 | +100.0% | 5.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SIBANYE STILLWATER LTD | 11 | Q3 2023 | 25.1% |
ENETI INC | 11 | Q3 2023 | 5.7% |
OASIS PETROLEUM INC | 10 | Q3 2023 | 21.1% |
CENTERRA GOLD INC | 10 | Q3 2023 | 12.9% |
RAYONIER ADVANCED MATLS INC | 10 | Q3 2023 | 10.9% |
HARMONY GOLD MINING CO LTD | 10 | Q3 2023 | 7.8% |
VALARIS LTD | 9 | Q3 2023 | 10.7% |
ARCH RESOURCES INC | 9 | Q3 2023 | 10.9% |
TIDEWATER INC NEW | 8 | Q4 2022 | 3.8% |
HYCROFT MINING HOLDING CORP | 7 | Q4 2022 | 0.1% |
View Condire Management, LP's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
GOLDEN STAR RESOURCES LTD.Sold out | February 14, 2022 | 0 | 0.0% |
View Condire Management, LP's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-15 |
SC 13G/A | 2024-02-14 |
SC 13G | 2024-02-14 |
13F-HR | 2023-11-15 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
SC 13G/A | 2023-02-14 |
13F-HR | 2023-02-14 |
13F-HR/A | 2022-11-21 |
13F-HR | 2022-11-14 |
View Condire Management, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.