SEC 13F Intelligence

Condire Management, LP / HAM

Condire Management, LP’s Harmony Gold Mng Ltd Position

Does Condire Management, LP own Harmony Gold Mng Ltd (HAM)? Not currently — the last reported position was 1.20M shares worth $11M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q2 2024
Shares
1.20M
% of Portfolio
+1.48%
Quarters Held
13
position exited

Position History HAM

Reported value by quarter
Q1 ’21: $26MQ1 ’21Q2 ’21: $22MQ3 ’21: $19MQ3 ’21Q4 ’21: $3MQ2 ’22: $18MQ2 ’22Q3 ’22: $17MQ4 ’22: $32MQ4 ’22Q1 ’23: $34MQ2 ’23: $22MQ2 ’23Q3 ’23: $20MQ4 ’23: $31MQ4 ’23Q1 ’24: $42MQ2 ’24: $11MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20241.20M$11M+1.48%
Q1 20245.10M$42M+5.63%
Q4 20235.10M$31M+4.81%
Q3 20235.30M$20M+3.39%
Q2 20235.30M$22M+4.49%
Q1 20238.35M$34M+6.82%
Q4 20229.27M$32M+5.75%
Q3 20226.98M$17M+3.08%
Q2 20225.88M$18M+3.72%
Q4 2021642.5K$3M+0.53%
Q3 20216.01M$19M+4.83%
Q2 20216.01M$22M+4.80%
Q1 20216.01M$26M+7.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Condire Management, LP’s full portfolio or all institutional holders of HAM.