Palo Duro Investment Partners as of Sept. 30, 2023
Portfolio Holdings for Palo Duro Investment Partners
Palo Duro Investment Partners holds 11 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Antero Res (AR) | 18.8 | $68M | 2.7M | 25.38 | |
| Enerplus Corp | 17.4 | $63M | 3.6M | 17.63 | |
| EQT Corporation (EQT) | 16.6 | $60M | 1.5M | 40.58 | |
| Diamondback Energy (FANG) | 15.8 | $57M | 370k | 154.88 | |
| Permian Resources Corp Class A Com (PR) | 15.2 | $55M | 4.0M | 13.96 | |
| Devon Energy Corporation (DVN) | 8.5 | $31M | 645k | 47.70 | |
| Epsilon Energy (EPSN) | 2.0 | $7.2M | 1.4M | 5.28 | |
| Enlink Midstream Com Unit Rep Ltd (ENLC) | 1.9 | $6.9M | 568k | 12.22 | |
| Baker Hughes Company Cl A (BKR) | 1.9 | $6.8M | 193k | 35.32 | |
| CF Industries Holdings (CF) | 1.5 | $5.3M | 62k | 85.74 | |
| Net Power Com Cl A (NPWR) | 0.6 | $2.0M | 134k | 15.10 |
