Back to funds
View filing
Condire Management, LP
hedge fundUpdated 21 days agoManaged by Condire Management, Lp • Latest filing Q2 2026
Portfolio value
$854.9M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
26.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $502M |
| Q2 2023 | $495.8M |
| Q3 2023 | $588.1M |
| Q4 2023 | $652M |
| Q1 2024 | $740.5M |
| Q2 2024 | $740.4M |
| Q3 2024 | $795.5M |
| Q4 2024 | $690.6M |
| Q1 2025 | $668.8M |
| Q2 2025 | $694.3M |
| Q3 2025 | $835.4M |
| Q4 2025 | $958M |
| Q1 2026 | $1B |
| Q2 2026 | $854.9M |
Top holdings
1 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | O OGC OCEANAGOLD CORP | $87.4M | 3.49M | 100.00% | — |