Condire Management, LP Portfolio Holdings

Condire Management, LP

  • $548 Million
  • Q4 2024

Condire Management, LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $548 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Valaris LTD with a value of $116M, New Gold Inc. with a value of $81.2M, Oasis Petroleum Inc. with a value of $63.8M, Rayonier Advanced Materials Inc. with a value of $52.4M, and Hudbay Minerals Inc. with a value of $41.1M.

Examining the 13F form we can see an decrease of $126M in the current position value, from $675M to 548M.

Condire Management, LP is based out at Dallas, TX

Below you can find more details about Condire Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $548 Million
Energy: $297 Million
Basic Materials: $228 Million
ETFs: $22.9 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.6B
$31.9 Million 5.82% of portfolio
2,108,306
Q4 2024 Reduced 4.59%
$43.6B
$31.3 Million 5.7% of portfolio
400,000
Q4 2024 Reduced 26.79%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $548 Million
  • Prior Value $675 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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