Palo Duro Investment Partners as of Sept. 30, 2025
Portfolio Holdings for Palo Duro Investment Partners
Palo Duro Investment Partners holds 21 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Antero Res (AR) | 24.6 | $78M | 2.3M | 33.56 | |
| Chord Energy Corporation Com New (CHRD) | 18.2 | $57M | 578k | 99.37 | |
| Gulfport Energy Corp Common Shares (GPOR) | 16.1 | $51M | 280k | 180.98 | |
| Permian Resources Corp Class A Com (PR) | 10.6 | $33M | 2.6M | 12.80 | |
| EQT Corporation (EQT) | 9.4 | $30M | 543k | 54.43 | |
| Baker Hughes Company Cl A (BKR) | 9.2 | $29M | 597k | 48.72 | |
| California Res Corp Com Stock (CRC) | 5.4 | $17M | 318k | 53.18 | |
| Nextracker Class A Com (NXT) | 2.3 | $7.2M | 97k | 73.99 | |
| Shoals Technologies Group In Cl A (SHLS) | 1.3 | $4.2M | 567k | 7.41 | |
| Targa Res Corp (TRGP) | 0.8 | $2.5M | 15k | 167.54 | |
| CF Industries Holdings (CF) | 0.7 | $2.3M | 26k | 89.70 | |
| Dt Midstream Common Stock (DTM) | 0.3 | $791k | 7.0k | 113.06 | |
| Diamondback Energy (FANG) | 0.2 | $749k | 5.2k | 143.10 | |
| Hf Sinclair Corp (DINO) | 0.2 | $572k | 11k | 52.34 | |
| Antero Midstream Corp antero midstream (AM) | 0.2 | $478k | 25k | 19.44 | |
| Uranium Energy (UEC) | 0.1 | $390k | 29k | 13.34 | |
| Centrus Energy Corp Cl A (LEU) | 0.1 | $336k | 1.1k | 310.07 | |
| Core Natural Resources Com Shs (CNR) | 0.1 | $304k | 3.6k | 83.48 | |
| Hess Midstream Cl A Shs (HESM) | 0.1 | $296k | 8.6k | 34.55 | |
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $247k | 14k | 18.24 | |
| Peabody Energy (BTU) | 0.1 | $219k | 8.3k | 26.52 |
