13F HOLDINGS REPORT
PALO DURO INVESTMENT PARTNERS, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001214659-24-019140
Total Value
$331.5M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EQT CORP | EQT | 2,165,167 | $79.3M | 23.93% |
| 2 | ANTERO RESOURCES CORP | AR | 2,687,073 | $77.0M | 23.22% |
| 3 | CHORD ENERGY CORPORATION | CHRD | 588,687 | $76.7M | 23.12% |
| 4 | PERMIAN RESOURCES CORP | PR | 2,861,230 | $38.9M | 11.75% |
| 5 | DIAMONDBACK ENERGY INC | FANG | 185,316 | $31.9M | 9.64% |
| 6 | BAKER HUGHES COMPANY | BKR | 226,871 | $8.2M | 2.47% |
| 7 | ENLINK MIDSTREAM LLC | 29336T100 | 549,221 | $8.0M | 2.40% |
| 8 | CF INDS HLDGS INC | 125269100 | 48,960 | $4.2M | 1.27% |
| 9 | ONEOK INC NEW | OKE | 32,732 | $3.0M | 0.90% |
| 10 | TARGA RES CORP | TRGP | 11,914 | $1.8M | 0.53% |
| 11 | NET POWER INC | NPWR-WT | 148,686 | $1.0M | 0.31% |
| 12 | DT MIDSTREAM INC | DTM | 5,456 | $429,169 | 0.13% |
| 13 | HF SINCLAIR CORP | DINO | 9,163 | $408,395 | 0.12% |
| 14 | ANTERO MIDSTREAM CORP | AM | 20,226 | $304,401 | 0.09% |
| 15 | PLAINS GP HLDGS L P | PAGP | 11,003 | $203,556 | 0.06% |
| 16 | URANIUM ENERGY CORP | UEC | 24,774 | $153,847 | 0.05% |