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, PR, FANG, EQT, ERF, and represent 90.99% of Palo Duro Investment Partners's stock portfolio.
  • Added to shares of these 5 stocks: AR (+$6.4M), PR, CF, BKR, NPWR.
  • Reduced shares in these 5 stocks: , ERF (-$6.7M), EQT (-$6.1M), FANG, ENLC.
  • Sold out of its position in DVN.
  • Palo Duro Investment Partners was a net seller of stock by $-35M.
  • Palo Duro Investment Partners has $307M in assets under management (AUM), dropping by -15.36%.
  • Central Index Key (CIK): 0001977128

Tip: Access up to 7 years of quarterly data

Positions held by Palo Duro Investment Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Palo Duro Investment Partners

Palo Duro Investment Partners holds 10 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Antero Res (AR) 21.9 $67M +10% 3.0M 22.68
 View chart
Permian Resources Corp Class A Com (PR) 18.8 $58M +7% 4.3M 13.60
 View chart
Diamondback Energy (FANG) 17.9 $55M -4% 355k 155.08
 View chart
EQT Corporation (EQT) 16.7 $51M -10% 1.3M 38.66
 View chart
Enerplus Corp (ERF) 15.7 $48M -12% 3.1M 15.34
 View chart
Baker Hughes Company Cl A (BKR) 2.4 $7.3M +10% 213k 34.18
 View chart
Epsilon Energy (EPSN) 2.3 $6.9M 1.4M 5.08
 View chart
Enlink Midstream Com Unit Rep Ltd (ENLC) 2.1 $6.3M -8% 521k 12.16
 View chart
CF Industries Holdings (CF) 1.9 $5.7M +15% 72k 79.50
 View chart
Net Power Com Cl A (NPWR) 0.5 $1.4M +4% 139k 10.10
 View chart

Past Filings by Palo Duro Investment Partners

SEC 13F filings are viewable for Palo Duro Investment Partners going back to 2023