ODV β€” OSISKO DEVELOPMENT CORP

Ownership history in Condire Management, LP  Β·  5 quarters on record

AI Ownership Summary

Condire Management, LP reported OSISKO DEVELOPMENT CORP (ODV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 8.91% in 2025 Q3. The latest visible filing shows ODV at 8.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ODV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Condire Management, LP's position in OSISKO DEVELOPMENT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ODV was reported at 8.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.91% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Condire Management, LP held ODV β€” position size vs. price
% of Fund (quarterly)    ODV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 23,112,036 +1,147,192 +5.2% 8.42% $80.7M 2026-02-14 (Est.) $3.70
2025 Q3 ADDED 21,964,844 +9,412,910 +75.0% 8.91% $74.5M 2025-11-14 $3.31
2025 Q2 UNCHANGED 12,551,934 β€” 0% 3.87% $26.9M 2025-08-14 $2.58
2025 Q1 ADDED 12,551,934 +12,536,276 +80063.1% 2.80% $18.7M 2025-05-15 $1.83
2024 Q4 INITIATED 15,658 β€” β€” 0.00% $26K 2025-02-14 $1.41

FAQ About Condire Management, LP and ODV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Condire Management, LP reported owning ODV?

Condire Management, LP reported ODV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ODV position in Condire Management, LP's portfolio?

The largest reported portfolio weight for ODV was 8.91% in 2025 Q3.

What is the latest reported ODV position on this page?

The most recent filing on this page is 2025 Q4, when Condire Management, LP reported 23,112,036 shares, equal to 8.42% of portfolio, with an estimated market value of $80.7M.

What does the chart on this ODV ownership page compare?

The chart compares Condire Management, LP's quarterly ODV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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