Condire Management, LP

Position in VAL — Valaris Ltd

CIK 1847739 DALLAS, TX

Position in VAL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$113,594,144

+$55,198,134 QoQ

Shares Held

1,158,651

0.0% QoQ

Ownership

1.67%

of shares outstanding

% of Portfolio

11.44%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

Condire Management, LP holds $171,832,688 across 2 Oil & Gas Drilling names. VAL ranks #1 (66.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VAL	Valaris Ltd This page	1,158,651	$113,594,144
2	SDRL	SEADRILL Ltd	1,279,968	$58,238,544

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$113,594,144	1,158,651	0.0%	Shares	Sole	2026-05-15
2025-12-31	$58,396,010	1,158,651	0.0%	Shares	Sole	2026-02-17
2025-09-30	$56,507,409	1,158,651	0.0%	Shares	Sole	2025-11-14
2025-06-30	$48,790,793	1,158,651	-59.6%	Shares	Sole	2025-08-14
2025-03-31	$112,479,350	2,864,986	+9.4%	Shares	Sole	2025-05-15
2024-12-31	$115,850,314	2,618,678	+34.1%	Shares	Sole	2025-02-14
2024-09-30	$108,877,520	1,952,960	+36.7%	Shares	Sole	2024-11-14
2024-06-30	$106,467,726	1,429,097	-1.6%	Shares	Sole	2024-08-14
2024-03-31	$109,284,820	1,452,097	+14.7%	Shares	Sole	2024-05-15
2023-12-31	$86,811,059	1,266,021	+53.0%	Shares	Sole	2024-02-15
2023-09-30	$62,030,204	827,290	0.0%	Shares	Sole	2023-11-15
2023-06-30	$52,061,359	827,290	0.0%	Shares	Sole	2023-08-14
2023-03-31	$53,823,487	827,290	-0.5%	Shares	Sole	2023-05-15
2022-12-31	$56,211,829	831,290	0.0%	Shares	Sole	2023-02-14
2022-09-30	$40,683,332	831,290	+21.2%	Shares	Sole	2022-11-21
2022-06-30	$28,974,696	685,954	0.0%	Shares	Sole	2022-08-16
2022-03-31	$35,649,029	685,954	+0.5%	Shares	Sole	2022-06-21
2021-12-31	$24,572,916	682,581	+14.2%	Shares	Sole	2022-02-14
2021-09-30	$20,843,625	597,581	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.