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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 $342.19 million in total holdings as of December 31, 2024.
  • Palo Duro Investment Partners, Lp owns shares of 18 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 8.93% of the portfolio was purchased this quarter.
  • About 15.34% of the portfolio was sold this quarter.
  • This quarter, Palo Duro Investment Partners, Lp has purchased 16 new stocks and bought additional shares in 4 stocks.
  • Palo Duro Investment Partners, Lp sold shares of 12 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Antero Resources
$82,276,510
EQT
$78,296,532
Chord Energy
$78,190,275
PERMIAN RESOURCES CORP
$28,182,844
Diamondback Energy
$27,552,438

Largest New Holdings this Quarter

California Resources
$20,752,316 Holding
Hess Midstream
$219,773 Holding

Largest Purchases this Quarter

California Resources
399,929 shares (about $20.75M)
Chord Energy
80,063 shares (about $9.36M)
Hess Midstream
5,935 shares (about $219.77K)
CF Industries
1,569 shares (about $133.87K)
EnLink Midstream
5,332 shares (about $75.45K)

Largest Sales this Quarter

EQT
467,129 shares (about $21.54M)
PERMIAN RESOURCES CORP
901,366 shares (about $12.96M)
Antero Resources
339,669 shares (about $11.91M)
Diamondback Energy
17,139 shares (about $2.81M)
Baker Hughes
45,120 shares (about $1.85M)

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
Antero Resources Co. stock logo
AR
Antero Resources
$82,276,510$11,905,398 -12.6%2,347,40424.0%Oils/Energy
EQT Co. stock logo
EQT
EQT
$78,296,532$21,539,318 -21.6%1,698,03822.9%Oils/Energy
Chord Energy Co. stock logo
CHRD
Chord Energy
$78,190,275$9,360,969 13.6%668,75022.9%Oils/Energy
PERMIAN RESOURCES CORP
$28,182,844$12,961,643 -31.5%1,959,8648.2%CLASS A COM
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$27,552,438$2,807,882 -9.2%168,1778.1%Oils/Energy
California Resources Co. stock logo
CRC
California Resources
$20,752,316$20,752,316 New Holding399,9296.1%Oils/Energy
EnLink Midstream, LLC stock logo
ENLC
EnLink Midstream
$7,846,925$75,448 1.0%554,5532.3%Oils/Energy
Baker Hughes stock logo
BKR
Baker Hughes
$7,455,426$1,850,822 -19.9%181,7512.2%Oils/Energy
CF Industries Holdings, Inc. stock logo
CF
CF Industries
$4,311,134$133,867 3.2%50,5291.3%Basic Materials
ONEOK, Inc. stock logo
OKE
ONEOK
$3,072,140$214,153 -6.5%30,5990.9%Oils/Energy
Targa Resources Corp. stock logo
TRGP
Targa Resources
$1,942,972$183,676 -8.6%10,8850.6%Oils/Energy
NET Power Inc. stock logo
NPWR
NET Power
$599,807$974,778 -61.9%56,6390.2%Oils/Energy
DT Midstream, Inc. stock logo
DTM
DT Midstream
$520,814$21,676 -4.0%5,2380.2%Oils/Energy
HF Sinclair Co. stock logo
DINO
HF Sinclair
$311,910$9,253 -2.9%8,8990.1%Oils/Energy
Antero Midstream Co. stock logo
AM
Antero Midstream
$300,427$4,784 -1.6%19,9090.1%Oils/Energy
Hess Midstream LP stock logo
HESM
Hess Midstream
$219,773$219,773 New Holding5,9350.1%Oils/Energy
Plains GP Holdings, L.P. stock logo
PAGP
Plains GP
$208,209$5,974 3.0%11,3280.1%Oils/Energy
Uranium Energy Corp. stock logo
UEC
Uranium Energy
$147,140$18,598 -11.2%21,9940.0%Basic Materials

Showing largest 100 holdings. View all holdings.
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