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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 $302.86 million in total holdings as of June 30, 2025.
  • Palo Duro Investment Partners, Lp owns shares of 23 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 10.55% of the portfolio was purchased this quarter.
  • About 19.17% of the portfolio was sold this quarter.
  • This quarter, Palo Duro Investment Partners, Lp has purchased 21 new stocks and bought additional shares in 13 stocks.
  • Palo Duro Investment Partners, Lp sold shares of 7 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

EQT
$67,984,557
Chord Energy
$67,064,945
Antero Resources
$58,220,148
Gulfport Energy
$43,038,913
PERMIAN RESOURCES CORP
$26,365,746

Largest New Holdings this Quarter

15643U104 - Centrus Energy
$216,885 Holding
65342K105 - NextDecade
$91,506 Holding

Largest Purchases this Quarter

Gulfport Energy
130,261 shares (about $26.20M)
PERMIAN RESOURCES CORP
275,027 shares (about $3.75M)
Baker Hughes
17,685 shares (about $678.04K)
Targa Resources
2,387 shares (about $415.53K)
Chord Energy
2,772 shares (about $268.47K)

Largest Sales this Quarter

EQT
389,944 shares (about $22.74M)
Antero Resources
537,370 shares (about $21.65M)
Diamondback Energy
53,849 shares (about $7.40M)
California Resources
85,387 shares (about $3.90M)
CF Industries
18,464 shares (about $1.70M)

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 Corporation stock logo
EQT
EQT
$67,984,557$22,741,534 -25.1%1,165,71622.4%Energy
Chord Energy Corporation stock logo
CHRD
Chord Energy
$67,064,945$268,468 0.4%692,46222.1%Energy
Antero Resources Corporation stock logo
AR
Antero Resources
$58,220,148$21,645,264 -27.1%1,445,38619.2%Energy
Gulfport Energy Co. stock logo
GPOR
Gulfport Energy
$43,038,913$26,204,605 155.7%213,94314.2%Energy
PERMIAN RESOURCES CORP
$26,365,746$3,745,868 16.6%1,935,8118.7%CLASS A COM
California Resources Corporation stock logo
CRC
California Resources
$17,307,743$3,899,624 -18.4%378,9745.7%Energy
Baker Hughes Company stock logo
BKR
Baker Hughes
$5,546,916$678,043 13.9%144,6771.8%Energy
Nextracker Inc. stock logo
NXT
Nextracker
$4,212,696$384,015 -8.4%77,4821.4%Energy
Chart Industries, Inc. stock logo
GTLS
Chart Industries
$3,140,534$283,857 -8.3%19,0741.0%Industrials
Targa Resources, Inc. stock logo
TRGP
Targa Resources
$2,780,580$415,529 17.6%15,9730.9%Energy
CF Industries Holdings, Inc. stock logo
CF
CF Industries
$2,669,104$1,698,688 -38.9%29,0120.9%Basic Materials
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$1,071,170$7,398,850 -87.4%7,7960.4%Energy
DT Midstream, Inc. stock logo
DTM
DT Midstream
$817,511$91,115 12.5%7,4380.3%Energy
Antero Midstream Corporation stock logo
AM
Antero Midstream
$498,290$50,028 11.2%26,2950.2%Energy
HF Sinclair Corporation stock logo
DINO
HF Sinclair
$484,415$53,157 12.3%11,7920.2%Energy
Hess Midstream Partners LP stock logo
HESM
Hess Midstream Partners
$353,945$63,002 21.7%9,1910.1%Energy
Plains GP Holdings, L.P. stock logo
PAGP
Plains GP
$280,822$29,475 11.7%14,4530.1%Energy
CORE NATURAL RESOURCES INC
$274,566$30,058 12.3%3,9370.1%COM SHS
Centrus Energy Corp. stock logo
LEU
Centrus Energy
$216,885$216,885 New Holding1,1840.1%Basic Materials
Uranium Energy Corp. stock logo
UEC
Uranium Energy
$215,084$26,690 14.2%31,6300.1%Basic Materials
Tetra Technologies, Inc. stock logo
TTI
Tetra Technologies
$199,7920.0%59,4620.1%Energy
NextDecade Corporation stock logo
NEXT
NextDecade
$91,506$91,506 New Holding10,2700.0%Energy
Clean Energy Fuels Corp. stock logo
CLNE
Clean Energy Fuels
$23,895$1,907 8.7%12,2540.0%Utilities

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