Palo Duro Investment Partners as of June 30, 2025
Portfolio Holdings for Palo Duro Investment Partners
Palo Duro Investment Partners holds 23 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| EQT Corporation (EQT) | 22.4 | $68M | 1.2M | 58.32 | |
| Chord Energy Corporation Com New (CHRD) | 22.1 | $67M | 693k | 96.85 | |
| Antero Res (AR) | 19.2 | $58M | 1.4M | 40.28 | |
| Gulfport Energy Corp Common Shares (GPOR) | 14.2 | $43M | 214k | 201.17 | |
| Permian Resources Corp Class A Com (PR) | 8.7 | $26M | 1.9M | 13.62 | |
| California Res Corp Com Stock (CRC) | 5.7 | $17M | 379k | 45.67 | |
| Baker Hughes Company Cl A (BKR) | 1.8 | $5.5M | 145k | 38.34 | |
| Nextracker Class A Com (NXT) | 1.4 | $4.2M | 78k | 54.37 | |
| Chart Industries (GTLS) | 1.0 | $3.1M | 19k | 164.65 | |
| Targa Res Corp (TRGP) | 0.9 | $2.8M | 16k | 174.08 | |
| CF Industries Holdings (CF) | 0.9 | $2.7M | 29k | 92.00 | |
| Diamondback Energy (FANG) | 0.4 | $1.1M | 7.8k | 137.40 | |
| Dt Midstream Common Stock (DTM) | 0.3 | $818k | 7.4k | 109.91 | |
| Antero Midstream Corp antero midstream (AM) | 0.2 | $498k | 26k | 18.95 | |
| Hf Sinclair Corp (DINO) | 0.2 | $484k | 12k | 41.08 | |
| Hess Midstream Cl A Shs (HESM) | 0.1 | $354k | 9.2k | 38.51 | |
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $281k | 15k | 19.43 | |
| Core Natural Resources Com Shs (CNR) | 0.1 | $275k | 3.9k | 69.74 | |
| Centrus Energy Corp Cl A (LEU) | 0.1 | $217k | 1.2k | 183.18 | |
| Uranium Energy (UEC) | 0.1 | $215k | 32k | 6.80 | |
| TETRA Technologies (TTI) | 0.1 | $200k | 60k | 3.36 | |
| Nextdecade Corp (NEXT) | 0.0 | $92k | 10k | 8.91 | |
| Clean Energy Fuels (CLNE) | 0.0 | $24k | 12k | 1.95 |
