13F HOLDINGS REPORT
PALO DURO INVESTMENT PARTNERS, LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001214659-23-015133
Total Value
$363.2M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ANTERO RESOURCES CORP | AR | 2,685,226 | $68.2M | 18.76% |
| 2 | ENERPLUS CORP | 292766102 | 3,583,818 | $63.2M | 17.40% |
| 3 | EQT CORP | EQT | 1,483,654 | $60.2M | 16.58% |
| 4 | DIAMONDBACK ENERGY INC | FANG | 369,811 | $57.3M | 15.77% |
| 5 | PERMIAN RESOURCES CORP | PR | 3,962,428 | $55.3M | 15.23% |
| 6 | DEVON ENERGY CORP NEW | 25179M103 | 645,236 | $30.8M | 8.47% |
| 7 | EPSILON ENERGY LTD | EPSN | 1,363,908 | $7.2M | 1.98% |
| 8 | ENLINK MIDSTREAM LLC | 29336T100 | 568,011 | $6.9M | 1.91% |
| 9 | BAKER HUGHES COMPANY | BKR | 192,804 | $6.8M | 1.87% |
| 10 | CF INDS HLDGS INC | 125269100 | 62,043 | $5.3M | 1.46% |
| 11 | NET POWER INC | NPWR-WT | 133,614 | $2.0M | 0.56% |