Fund HoldingsPalo Duro Investment Partners, LP

Total Portfolio Value
$363.20M
Total Bought
$119.99M
Total Sold
$73.04M
Net Transaction
+$46.95M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PERMIAN RESOURCES CORP(PR)03,962,428+3,962,428055,31515.23%+55,315
DEVON ENERGY CORP NEW(DVN)0645,236+645,236030,7788.47%+30,778
EQT CORP(EQT)1,152,4191,483,654+331,23547,39960,20716.58%+12,808
ENLINK MIDSTREAM LLC0568,011+568,01106,9411.91%+6,941
BAKER HUGHES COMPANY(BKR)0192,804+192,80406,8101.87%+6,810
CF INDS HLDGS INC(CF)062,043+62,04305,3201.46%+5,320
ANTERO RESOURCES CORP(AR)2,808,0082,685,226-122,78264,66868,15118.76%+3,483
NET POWER INC0133,614+133,61402,0180.56%+2,018
ENERPLUS CORP4,229,1853,583,818-645,36761,19663,18317.40%+1,986
EPSILON ENERGY LTD1,633,3851,363,908-269,4778,7227,2011.98%-1,521
DIAMONDBACK ENERGY INC(FANG)473,380369,811-103,56962,18357,27615.77%-4,907
Denbury Inc.708,7720-708,77261,1390-61,139
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