Fund HoldingsPalo Duro Investment Partners, LP

Total Portfolio Value
$362.66M
Total Bought
$46.47M
Total Sold
$26.54M
Net Transaction
+$19.93M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
EQT CORP(EQT)1,326,8251,860,570+533,74551,29568,97119.02%+17,676
ANTERO RESOURCES CORP(AR)2,966,7342,915,305-51,42967,28684,54423.31%+17,258
ENERPLUS CORP3,147,6603,257,815+110,15548,28564,04917.66%+15,764
CHORD ENERGY CORPORATION(CHRD)058,571+58,571010,4402.88%+10,440
ENLINK MIDSTREAM LLC521,448581,195+59,7476,3417,9282.19%+1,587
BAKER HUGHES COMPANY(BKR)213,389239,120+25,7317,2948,0112.21%+717
EPSILON ENERGY LTD1,363,9081,334,669-29,2396,9297,3342.02%+405
NET POWER INC139,417148,686+9,2691,4081,6940.47%+285
CF INDS HLDGS INC(CF)71,94848,960-22,9885,7204,0741.12%-1,646
DIAMONDBACK ENERGY INC(FANG)354,485261,200-93,28554,97451,76214.27%-3,212
PERMIAN RESOURCES CORP(PR)4,255,3503,049,658-1,205,69257,87353,85714.85%-4,016
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