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Palo Duro Investment Partners, Lp Top Holdings and 13F Report (2025)

About Palo Duro Investment Partners, Lp

Investment Activity

  • Palo Duro Investment Partners, Lp has $330.93 million in total holdings as of March 31, 2025.
  • Palo Duro Investment Partners, Lp owns shares of 21 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 8.64% of the portfolio was purchased this quarter.
  • About 17.43% of the portfolio was sold this quarter.
  • This quarter, Palo Duro Investment Partners, Lp has purchased 18 new stocks and bought additional shares in 9 stocks.
  • Palo Duro Investment Partners, Lp sold shares of 6 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

EQT
$83,118,914
Antero Resources
$80,182,653
Chord Energy
$77,741,880
PERMIAN RESOURCES CORP
$23,001,858

Largest New Holdings this Quarter

402635502 - Gulfport Energy
$15,409,203 Holding
65290E101 - Nextracker
$3,562,726 Holding
16115Q308 - Chart Industries
$3,002,399 Holding
218937100 - CORE NATURAL RESOURCES INC
$270,313 Holding
88162F105 - TETRA Technologies
$199,792 Holding

Largest Purchases this Quarter

Gulfport Energy
83,682 shares (about $15.41M)
Nextracker
84,545 shares (about $3.56M)
Chart Industries
20,798 shares (about $3.00M)
California Resources
64,432 shares (about $2.83M)
Chord Energy
20,940 shares (about $2.36M)

Largest Sales this Quarter

Diamondback Energy
106,532 shares (about $17.03M)
Antero Resources
364,648 shares (about $14.75M)
EQT
142,378 shares (about $7.61M)
PERMIAN RESOURCES CORP
299,080 shares (about $4.14M)
Baker Hughes
54,759 shares (about $2.41M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPalo Duro Investment Partners, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
EQT Co. stock logo
EQT
EQT
$83,118,914$7,607,257 -8.4%1,555,66025.1%Energy
Antero Resources Co. stock logo
AR
Antero Resources
$80,182,653$14,746,365 -15.5%1,982,75624.2%Energy
Chord Energy Co. stock logo
CHRD
Chord Energy
$77,741,880$2,360,358 3.1%689,69023.5%Energy
PERMIAN RESOURCES CORP
$23,001,858$4,142,258 -15.3%1,660,7847.0%CLASS A COM
California Resources Co. stock logo
CRC
California Resources
$20,417,953$2,833,075 16.1%464,3616.2%Energy
Gulfport Energy Co. stock logo
GPOR
Gulfport Energy
$15,409,203$15,409,203 New Holding83,6824.7%Energy
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$9,855,803$17,032,337 -63.3%61,6453.0%Energy
Baker Hughes stock logo
BKR
Baker Hughes
$5,581,298$2,406,658 -30.1%126,9921.7%Energy
CF Industries Holdings, Inc. stock logo
CF
CF Industries
$3,710,249$238,592 -6.0%47,4761.1%Basic Materials
Nextracker Inc. stock logo
NXT
Nextracker
$3,562,726$3,562,726 New Holding84,5451.1%Energy
Chart Industries, Inc. stock logo
GTLS
Chart Industries
$3,002,399$3,002,399 New Holding20,7980.9%Industrials
Targa Resources Corp. stock logo
TRGP
Targa Resources
$2,723,585$541,469 24.8%13,5860.8%Energy
DT Midstream, Inc. stock logo
DTM
DT Midstream
$637,636$132,274 26.2%6,6090.2%Energy
Antero Midstream Co. stock logo
AM
Antero Midstream
$425,790$67,428 18.8%23,6550.1%Energy
HF Sinclair Co. stock logo
DINO
HF Sinclair
$345,174$52,575 18.0%10,4980.1%Energy
Hess Midstream LP stock logo
HESM
Hess Midstream
$319,501$68,510 27.3%7,5550.1%Energy
Plains GP Holdings, L.P. stock logo
PAGP
Plains GP
$276,313$34,347 14.2%12,9360.1%Energy
CORE NATURAL RESOURCES INC
$270,313$270,313 New Holding3,5060.1%COM SHS
TETRA Technologies, Inc. stock logo
TTI
TETRA Technologies
$199,792$199,792 New Holding59,4620.1%Energy
Uranium Energy Corp. stock logo
UEC
Uranium Energy
$132,430$27,299 26.0%27,7050.0%Basic Materials
Clean Energy Fuels Corp. stock logo
CLNE
Clean Energy Fuels
$17,478$17,478 New Holding11,2760.0%Utilities
EnLink Midstream, LLC stock logo
ENLC
EnLink Midstream
$0$7,846,925 -100.0%00.0%Energy
ONEOK, Inc. stock logo
OKE
ONEOK
$0$3,072,140 -100.0%00.0%Energy
NET Power Inc. stock logo
NPWR
NET Power
$0$599,807 -100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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