13F HOLDINGS REPORT
PALO DURO INVESTMENT PARTNERS, LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001214659-24-009312
Total Value
$362.7M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ANTERO RESOURCES CORP | AR | 2,915,305 | $84.5M | 23.31% |
| 2 | EQT CORP | EQT | 1,860,570 | $69.0M | 19.02% |
| 3 | ENERPLUS CORP | 292766102 | 3,257,815 | $64.0M | 17.66% |
| 4 | PERMIAN RESOURCES CORP | PR | 3,049,658 | $53.9M | 14.85% |
| 5 | DIAMONDBACK ENERGY INC | FANG | 261,200 | $51.8M | 14.27% |
| 6 | CHORD ENERGY CORPORATION | CHRD | 58,571 | $10.4M | 2.88% |
| 7 | BAKER HUGHES COMPANY | BKR | 239,120 | $8.0M | 2.21% |
| 8 | ENLINK MIDSTREAM LLC | 29336T100 | 581,195 | $7.9M | 2.19% |
| 9 | EPSILON ENERGY LTD | EPSN | 1,334,669 | $7.3M | 2.02% |
| 10 | CF INDS HLDGS INC | 125269100 | 48,960 | $4.1M | 1.12% |
| 11 | NET POWER INC | NPWR-WT | 148,686 | $1.7M | 0.47% |