13F HOLDINGS REPORT
PALO DURO INVESTMENT PARTNERS, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001214659-25-007831
Total Value
$330.9M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EQT CORP | EQT | 1,555,660 | $83.1M | 25.12% |
| 2 | ANTERO RESOURCES CORP | AR | 1,982,756 | $80.2M | 24.23% |
| 3 | CHORD ENERGY CORPORATION | CHRD | 689,690 | $77.7M | 23.49% |
| 4 | PERMIAN RESOURCES CORP | PR | 1,660,784 | $23.0M | 6.95% |
| 5 | CALIFORNIA RES CORP | CRC | 464,361 | $20.4M | 6.17% |
| 6 | GULFPORT ENERGY CORP | GPOR | 83,682 | $15.4M | 4.66% |
| 7 | DIAMONDBACK ENERGY INC | FANG | 61,645 | $9.9M | 2.98% |
| 8 | BAKER HUGHES COMPANY | BKR | 126,992 | $5.6M | 1.69% |
| 9 | CF INDS HLDGS INC | 125269100 | 47,476 | $3.7M | 1.12% |
| 10 | NEXTRACKER INC | NXT | 84,545 | $3.6M | 1.08% |
| 11 | CHART INDS INC | 16115Q308 | 20,798 | $3.0M | 0.91% |
| 12 | TARGA RES CORP | TRGP | 13,586 | $2.7M | 0.82% |
| 13 | DT MIDSTREAM INC | DTM | 6,609 | $637,636 | 0.19% |
| 14 | ANTERO MIDSTREAM CORP | AM | 23,655 | $425,790 | 0.13% |
| 15 | HF SINCLAIR CORP | DINO | 10,498 | $345,174 | 0.10% |
| 16 | HESS MIDSTREAM LP | HESM | 7,555 | $319,501 | 0.10% |
| 17 | PLAINS GP HLDGS L P | PAGP | 12,936 | $276,313 | 0.08% |
| 18 | CORE NATURAL RESOURCES INC | CNR | 3,506 | $270,313 | 0.08% |
| 19 | TETRA TECHNOLOGIES INC DEL | 88162F105 | 59,462 | $199,792 | 0.06% |
| 20 | URANIUM ENERGY CORP | UEC | 27,705 | $132,430 | 0.04% |
| 21 | CLEAN ENERGY FUELS CORP | CLNE | 11,276 | $17,478 | 0.01% |