13F HOLDINGS REPORT
PALO DURO INVESTMENT PARTNERS, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001214659-25-016631
Total Value
$315.3M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ANTERO RESOURCES CORP | AR | 2,315,592 | $77.7M | 24.65% |
| 2 | CHORD ENERGY CORPORATION | CHRD | 577,562 | $57.4M | 18.20% |
| 3 | GULFPORT ENERGY CORP | GPOR | 280,319 | $50.7M | 16.09% |
| 4 | PERMIAN RESOURCES CORP | PR | 2,603,453 | $33.3M | 10.57% |
| 5 | EQT CORP | EQT | 543,008 | $29.6M | 9.37% |
| 6 | BAKER HUGHES COMPANY | BKR | 596,762 | $29.1M | 9.22% |
| 7 | CALIFORNIA RES CORP | CRC | 318,318 | $16.9M | 5.37% |
| 8 | NEXTRACKER INC | NXT | 97,248 | $7.2M | 2.28% |
| 9 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 566,582 | $4.2M | 1.33% |
| 10 | TARGA RES CORP | TRGP | 14,939 | $2.5M | 0.79% |
| 11 | CF INDS HLDGS INC | 125269100 | 25,584 | $2.3M | 0.73% |
| 12 | DT MIDSTREAM INC | DTM | 6,992 | $790,516 | 0.25% |
| 13 | DIAMONDBACK ENERGY INC | FANG | 5,232 | $748,699 | 0.24% |
| 14 | HF SINCLAIR CORP | DINO | 10,931 | $572,129 | 0.18% |
| 15 | ANTERO MIDSTREAM CORP | AM | 24,576 | $477,757 | 0.15% |
| 16 | URANIUM ENERGY CORP | UEC | 29,234 | $389,982 | 0.12% |
| 17 | CENTRUS ENERGY CORP | LEU | 1,082 | $335,496 | 0.11% |
| 18 | CORE NATURAL RESOURCES INC | CNR | 3,639 | $303,784 | 0.10% |
| 19 | HESS MIDSTREAM LP | HESM | 8,572 | $296,163 | 0.09% |
| 20 | PLAINS GP HLDGS L P | PAGP | 13,544 | $247,043 | 0.08% |
| 21 | PEABODY ENERGY CORP | BTU | 8,255 | $218,923 | 0.07% |