Palo Duro Investment Partners, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PD Palo Duro Investment Partners, LP | Institutional Filer | ▲ 54.33% | $514.6M | 29 |
Current Portfolio Holdings
Showing all 29 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AR | Antero Resources Corporation | Energy | 2.1M | $89.8M | 17.44% |
| 2 | GPOR | Gulfport Energy Corporation | Energy | 352K | $74.5M | 14.48% |
| 3 | PR | Permian Resources Corporation | Energy | 3.1M | $65.8M | 12.79% |
| 4 | CHRD | Chord Energy Corporation | Energy | 425K | $60.5M | 11.75% |
| 5 | BKR | Baker Hughes Company | Energy | 966K | $59.0M | 11.46% |
| 6 | DAR | Darling Ingredients Inc. | Consumer Defensive | 878K | $54.3M | 10.56% |
| 7 | CRC | California Resources Corporation | Energy | 385K | $26.7M | 5.18% |
| 8 | GNRC | Generac Holdings Inc. | Industrials | 125K | $24.4M | 4.75% |
| 9 | EXE | Expand Energy Corporation | Energy | 196K | $21.5M | 4.18% |
| 10 | SHLS | Shoals Technologies Group, Inc. | Energy | 1.6M | $10.8M | 2.10% |
| 11 | NXT | Nextpower Inc. | Technology | 63K | $7.6M | 1.48% |
| 12 | EQT | EQT Corporation | Energy | 88K | $5.6M | 1.09% |
| 13 | TRGP | Targa Resources Corp. | Energy | 17K | $4.4M | 0.85% |
| 14 | DVN | Devon Energy Corporation | Energy | 69K | $3.5M | 0.67% |
| 15 | DTM | DT Midstream, Inc. | Energy | 8K | $1.1M | 0.22% |
Showing 1 to 15 of 29 holdings