Palo Duro Investment Partners, LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Palo Duro Investment Partners, LP disclosed 16 US equity positions worth $331.5m in its Q3 2024 13F filing. The largest position was EQT at 23.9% of the reported book, followed by AR and CHRD.
What did Palo Duro Investment Partners, LP own in Q3 2024? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | EQT EQT CORP | Energy | 23.9% | $79.3m | 2,165,167 | – | |
| 2 | AR ANTERO RESOURCES CORP | Energy | 23.2% | $77.0m | 2,687,073 | – | |
| 3 | CHRD CHORD ENERGY CORPORATION | Energy | 23.1% | $76.7m | 588,687 | – | |
| 4 | PR PERMIAN RESOURCES CORP | Energy | 11.7% | $38.9m | 2,861,230 | – | |
| 5 | FANG DIAMONDBACK ENERGY INC | Energy | 9.6% | $31.9m | 185,316 | – | |
| 6 | BKR BAKER HUGHES COMPANY | Energy | 2.5% | $8.2m | 226,871 | – | |
| 7 | 0E41 ENLINK MIDSTREAM LLC | 2.4% | $8.0m | 549,221 | – | ||
| 8 | CF CF INDS HLDGS INC | Basic Materials | 1.3% | $4.2m | 48,960 | – | |
| 9 | OKE ONEOK INC NEW | Energy | 0.9% | $3.0m | 32,732 | – | |
| 10 | TRGP TARGA RES CORP | Energy | 0.5% | $1.8m | 11,914 | – | |
| 11 | NPWR NET POWER INC | 0.3% | $1.0m | 148,686 | – | ||
| 12 | DTM DT MIDSTREAM INC | Energy | 0.1% | $429.2k | 5,456 | – | |
| 13 | DINO HF SINCLAIR CORP | Energy | 0.1% | $408.4k | 9,163 | – | |
| 14 | AM ANTERO MIDSTREAM CORP | Energy | 0.1% | $304.4k | 20,226 | – | |
| 15 | PAGPEUR PLAINS GP HLDGS L P | 0.1% | $203.6k | 11,003 | – | ||
| 16 | UEC URANIUM ENERGY CORP | Energy | 0.0% | $153.8k | 24,774 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.