Condire Management, LP: B2GOLD CORP (BTG): Quarterly 13F Position History
As of Q1 2026, Condire Management, LP reported 11,571,607 shares of B2GOLD CORP (BTG), worth $52.4M and representing 5.1% of its 13F equity book. Quarter-over-quarter share count change: + 306,307 (+2.7%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 11,571,607Shares Held (Latest Filing)
- $52.4MReported Market Value (Latest Filing)
- 5.1%Portfolio Weight (% of 13F Equity Book)
- +306,307Quarter-over-Quarter Share Change
- +$1.6MQuarter-over-Quarter Value Change
- 11,571,607Peak Reported Shares (Historical)
Recent initiation: Condire Management, LP first reported BTG on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 11,571,607 | +306,307 | +2.7% | $52.4M | 5.1% | $4.5 |
| Q4 2025 | 11,265,300 | — | — | $50.8M | 5.3% | $4.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Condire Management, LP first disclose a BTG position in 13F-HR filings?
Condire Management, LP first reported B2GOLD CORP (BTG) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Condire Management, LP's most recent quarter-over-quarter share-count change in BTG?
Between Q4 2025 and Q1 2026, Condire Management, LP added 306,307 shares of BTG (+2.7%), bringing the total reported position to 11,571,607 shares at a market value of $52.4M.
Does the implied price-per-share represent Condire Management, LP's cost basis in BTG?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.