13F HOLDINGS REPORT
PALO DURO INVESTMENT PARTNERS, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001214659-25-012225
Total Value
$302.9M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EQT CORP | EQT | 1,165,716 | $68.0M | 22.45% |
| 2 | CHORD ENERGY CORPORATION | CHRD | 692,462 | $67.1M | 22.14% |
| 3 | ANTERO RESOURCES CORP | AR | 1,445,386 | $58.2M | 19.22% |
| 4 | GULFPORT ENERGY CORP | GPOR | 213,943 | $43.0M | 14.21% |
| 5 | PERMIAN RESOURCES CORP | PR | 1,935,811 | $26.4M | 8.71% |
| 6 | CALIFORNIA RES CORP | CRC | 378,974 | $17.3M | 5.71% |
| 7 | BAKER HUGHES COMPANY | BKR | 144,677 | $5.5M | 1.83% |
| 8 | NEXTRACKER INC | NXT | 77,482 | $4.2M | 1.39% |
| 9 | CHART INDS INC | 16115Q308 | 19,074 | $3.1M | 1.04% |
| 10 | TARGA RES CORP | TRGP | 15,973 | $2.8M | 0.92% |
| 11 | CF INDS HLDGS INC | 125269100 | 29,012 | $2.7M | 0.88% |
| 12 | DIAMONDBACK ENERGY INC | FANG | 7,796 | $1.1M | 0.35% |
| 13 | DT MIDSTREAM INC | DTM | 7,438 | $817,511 | 0.27% |
| 14 | ANTERO MIDSTREAM CORP | AM | 26,295 | $498,290 | 0.16% |
| 15 | HF SINCLAIR CORP | DINO | 11,792 | $484,415 | 0.16% |
| 16 | HESS MIDSTREAM LP | HESM | 9,191 | $353,945 | 0.12% |
| 17 | PLAINS GP HLDGS L P | PAGP | 14,453 | $280,822 | 0.09% |
| 18 | CORE NATURAL RESOURCES INC | CNR | 3,937 | $274,566 | 0.09% |
| 19 | CENTRUS ENERGY CORP | LEU | 1,184 | $216,885 | 0.07% |
| 20 | URANIUM ENERGY CORP | UEC | 31,630 | $215,084 | 0.07% |
| 21 | TETRA TECHNOLOGIES INC DEL | 88162F105 | 59,462 | $199,792 | 0.07% |
| 22 | NEXTDECADE CORP | NEXT | 10,270 | $91,506 | 0.03% |
| 23 | CLEAN ENERGY FUELS CORP | CLNE | 12,254 | $23,895 | 0.01% |