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, CHRD, PR, FANG, and represent 86.06% of Palo Duro Investment Partners's stock portfolio.
- Added to shares of these 6 stocks: CRC (+$21M), CHRD (+$9.4M), HESM, CF, ENLC, PAGP.
- Started 2 new stock positions in HESM, CRC.
- Reduced shares in these 10 stocks: EQT (-$22M), PR (-$13M), AR (-$12M), FANG, BKR, NPWR, OKE, TRGP, DTM, UEC.
- Palo Duro Investment Partners was a net seller of stock by $-22M.
- Palo Duro Investment Partners has $342M in assets under management (AUM), dropping by 3.21%.
- Central Index Key (CIK): 0001977128
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Portfolio Holdings for Palo Duro Investment Partners
Palo Duro Investment Partners holds 18 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Antero Res (AR) | 24.0 | $82M | -12% | 2.3M | 35.05 |
|
| EQT Corporation (EQT) | 22.9 | $78M | -21% | 1.7M | 46.11 |
|
| Chord Energy Corporation Com New (CHRD) | 22.9 | $78M | +13% | 669k | 116.92 |
|
| Permian Resources Corp Class A Com (PR) | 8.2 | $28M | -31% | 2.0M | 14.38 |
|
| Diamondback Energy (FANG) | 8.1 | $28M | -9% | 168k | 163.83 |
|
| California Res Corp Com Stock (CRC) | 6.1 | $21M | NEW | 400k | 51.89 |
|
| Enlink Midstream Com Unit Rep Ltd (ENLC) | 2.3 | $7.8M | 555k | 14.15 |
|
|
| Baker Hughes Company Cl A (BKR) | 2.2 | $7.5M | -19% | 182k | 41.02 |
|
| CF Industries Holdings (CF) | 1.3 | $4.3M | +3% | 51k | 85.32 |
|
| Oneok (OKE) | 0.9 | $3.1M | -6% | 31k | 100.40 |
|
| Targa Res Corp (TRGP) | 0.6 | $1.9M | -8% | 11k | 178.50 |
|
| Net Power Com Cl A (NPWR) | 0.2 | $600k | -61% | 57k | 10.59 |
|
| Dt Midstream Common Stock (DTM) | 0.2 | $521k | -3% | 5.2k | 99.43 |
|
| Hf Sinclair Corp (DINO) | 0.1 | $312k | -2% | 8.9k | 35.05 |
|
| Antero Midstream Corp antero midstream (AM) | 0.1 | $300k | 20k | 15.09 |
|
|
| Hess Midstream Cl A Shs (HESM) | 0.1 | $220k | NEW | 5.9k | 37.03 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $208k | +2% | 11k | 18.38 |
|
| Uranium Energy (UEC) | 0.0 | $147k | -11% | 22k | 6.69 |
|
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 Q4 filed Feb. 14, 2025
- Palo Duro Investment Partners 2024 Q3 filed Nov. 14, 2024
- Palo Duro Investment Partners 2024 Q2 filed Aug. 14, 2024
- 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