$496 Million is the total value of Condire Management, LP's 13 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GDX | Exit | VANECK ETF TRUSTgold miners etf | $0 | – | -13,580 | -100.0% | -0.09% | – |
| Exit | TRIPLE FLAG PRECIOUS METAL | $0 | – | -199,000 | -100.0% | -0.59% | – | |
| EQT | Exit | EQT CORP | $0 | – | -891,000 | -100.0% | -5.66% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
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 | 2024-05-15 |
| 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 |
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.