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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Portfolio Holdings for Palo Duro Investment Partners

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
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EQT Corporation (EQT) 19.0 $69M +40% 1.9M 37.07
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Enerplus Corp (ERF) 17.7 $64M +3% 3.3M 19.66
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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