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Disclosery

Condire Management, LP: VAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Condire Management, LP on VAL, newest first. How the timeline and the estimate are built.

Condire Management, LP held 1,067,010 VAL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,067,010 shares
    Change vs previous 13F -91,641 shares

    8.22% of the 13F portfolio, value $77,464,926.

    13F-HR 0001847739-26-000003 filed by Condire Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,158,651 shares
    Change vs previous 13F 0 shares

    10.98% of the 13F portfolio, value $113,594,144.

    13F-HR 0001847739-26-000002 filed by Condire Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,158,651 shares
    Change vs previous 13F 0 shares

    6.1% of the 13F portfolio, value $58,396,010.

    13F-HR 0001847739-26-000001 filed by Condire Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,158,651 shares
    Change vs previous 13F 0 shares

    6.76% of the 13F portfolio, value $56,507,409.

    13F-HR 0001847739-25-000002 filed by Condire Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,158,651 shares
    Change vs previous 13F -1,706,335 shares

    7.03% of the 13F portfolio, value $48,790,794.

    13F-HR 0001085146-25-005244 filed by Condire Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,864,986 shares
    Change vs previous 13F +246,308 shares

    16.82% of the 13F portfolio, value $112,479,350.

    13F-HR 0001085146-25-003222 filed by Condire Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,618,678 shares
    Change vs previous 13F +665,718 shares

    16.78% of the 13F portfolio, value $115,850,315.

    13F-HR 0001085146-25-001689 filed by Condire Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,952,960 shares
    Change vs previous 13F not available

    13.69% of the 13F portfolio, value $108,877,520.

    13F-HR 0001085146-24-005965 filed by Condire Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).