Palo Duro Investment Partners, LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Palo Duro Investment Partners, LP disclosed 18 US equity positions worth $342.2m in its Q4 2024 13F filing. The largest position was AR at 24.0% of the reported book, followed by EQT and CHRD. Against the Q3 2024 filing, it opened 2 new positions, added to 4 and reduced 12 among the top 18 holdings.
What did Palo Duro Investment Partners, LP own in Q4 2024? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AR ANTERO RESOURCES CORP | Energy | 24.0% | $82.3m | 2,347,404 | -13% | reduced |
| 2 | EQT EQT CORP | Energy | 22.9% | $78.3m | 1,698,038 | -22% | reduced |
| 3 | CHRD CHORD ENERGY CORPORATION | Energy | 22.9% | $78.2m | 668,750 | 14% | added |
| 4 | PR PERMIAN RESOURCES CORP | Energy | 8.2% | $28.2m | 1,959,864 | -32% | reduced |
| 5 | FANG DIAMONDBACK ENERGY INC | Energy | 8.1% | $27.6m | 168,177 | -9% | reduced |
| 6 | CRC CALIFORNIA RES CORP | Energy | 6.1% | $20.8m | 399,929 | – | new |
| 7 | 0E41 ENLINK MIDSTREAM LLC | 2.3% | $7.8m | 554,553 | 1% | added | |
| 8 | BKR BAKER HUGHES COMPANY | Energy | 2.2% | $7.5m | 181,751 | -20% | reduced |
| 9 | CF CF INDS HLDGS INC | Basic Materials | 1.3% | $4.3m | 50,529 | 3% | added |
| 10 | OKE ONEOK INC NEW | Energy | 0.9% | $3.1m | 30,599 | -7% | reduced |
| 11 | TRGP TARGA RES CORP | Energy | 0.6% | $1.9m | 10,885 | -9% | reduced |
| 12 | NPWR NET POWER INC | 0.2% | $599.8k | 56,639 | -62% | reduced | |
| 13 | DTM DT MIDSTREAM INC | Energy | 0.2% | $520.8k | 5,238 | -4% | reduced |
| 14 | DINO HF SINCLAIR CORP | Energy | 0.1% | $311.9k | 8,899 | -3% | reduced |
| 15 | AM ANTERO MIDSTREAM CORP | Energy | 0.1% | $300.4k | 19,909 | -2% | reduced |
| 16 | HESM HESS MIDSTREAM LP | Energy | 0.1% | $219.8k | 5,935 | – | new |
| 17 | PAGPEUR PLAINS GP HLDGS L P | 0.1% | $208.2k | 11,328 | 3% | added | |
| 18 | UEC URANIUM ENERGY CORP | Energy | 0.0% | $147.1k | 21,994 | -11% | reduced |
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.