Palo Duro Investment Partners
Latest statistics and disclosures from Palo Duro Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AR, EQT, ERF, PR, FANG, and represent 89.11% of Palo Duro Investment Partners's stock portfolio.
- Added to shares of these 6 stocks: EQT (+$20M), CHRD (+$10M), ERF, BKR, ENLC, NPWR.
- Started 1 new stock position in CHRD.
- Reduced shares in these 5 stocks: PR (-$21M), FANG (-$19M), CF, AR, EPSN.
- Palo Duro Investment Partners was a net seller of stock by $-9.2M.
- Palo Duro Investment Partners has $363M in assets under management (AUM), dropping by 17.98%.
- Central Index Key (CIK): 0001977128
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Palo Duro Investment Partners holds 11 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Antero Res (AR) | 23.3 | $85M | 2.9M | 29.00 |
|
|
EQT Corporation (EQT) | 19.0 | $69M | +40% | 1.9M | 37.07 |
|
Enerplus Corp (ERF) | 17.7 | $64M | +3% | 3.3M | 19.66 |
|
Permian Resources Corp Class A Com (PR) | 14.9 | $54M | -28% | 3.0M | 17.66 |
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Diamondback Energy (FANG) | 14.3 | $52M | -26% | 261k | 198.17 |
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Chord Energy Corporation Com New (CHRD) | 2.9 | $10M | NEW | 59k | 178.24 |
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Baker Hughes Company Cl A (BKR) | 2.2 | $8.0M | +12% | 239k | 33.50 |
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Enlink Midstream Com Unit Rep Ltd (ENLC) | 2.2 | $7.9M | +11% | 581k | 13.64 |
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Epsilon Energy (EPSN) | 2.0 | $7.3M | -2% | 1.3M | 5.50 |
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CF Industries Holdings (CF) | 1.1 | $4.1M | -31% | 49k | 83.21 |
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Net Power Com Cl A (NPWR) | 0.5 | $1.7M | +6% | 149k | 11.39 |
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Past Filings by Palo Duro Investment Partners
SEC 13F filings are viewable for Palo Duro Investment Partners going back to 2023
- Palo Duro Investment Partners 2024 Q1 filed May 15, 2024
- Palo Duro Investment Partners 2023 Q4 filed Feb. 14, 2024
- Palo Duro Investment Partners 2023 Q3 filed Nov. 14, 2023
- Palo Duro Investment Partners 2023 Q2 filed Aug. 7, 2023
- Palo Duro Investment Partners 2023 Q1 filed May 15, 2023