Fund HoldingsPalo Duro Investment Partners, LP

Total Portfolio Value
$331.53M
Total Bought
$16.96M
Total Sold
$40.45M
Net Transaction
-$23.49M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
EQT CORP(EQT)1,966,9562,165,167+198,21172,73879,33223.93%+6,594
ONEOK INC NEW(OKE)032,732+32,73202,9830.90%+2,983
TARGA RES CORP(TRGP)011,914+11,91401,7630.53%+1,763
CF INDS HLDGS INC(CF)48,96048,96003,6294,2011.27%+572
DT MIDSTREAM INC(DTM)05,456+5,45604290.13%+429
HF SINCLAIR CORP(DINO)09,163+9,16304080.12%+408
ANTERO MIDSTREAM CORP(AM)020,226+20,22603040.09%+304
PLAINS GP HLDGS L P(PAGP)011,003+11,00302040.06%+204
URANIUM ENERGY CORP(UEC)024,774+24,77401540.05%+154
ENLINK MIDSTREAM LLC581,195549,221-31,9747,9977,9692.40%-28
BAKER HUGHES COMPANY(BKR)239,120226,871-12,2498,4108,2012.47%-208
NET POWER INC148,686148,68601,4621,0420.31%-419
ANTERO RESOURCES CORP(AR)2,406,9702,687,073+280,10378,53976,98523.22%-1,555
CHORD ENERGY CORPORATION(CHRD)472,502588,687+116,18579,22976,66523.12%-2,564
EPSILON ENERGY LTD1,329,1070-1,329,1077,2440-7,244
PERMIAN RESOURCES CORP(PR)3,266,1352,861,230-404,90552,74838,94111.75%-13,807
DIAMONDBACK ENERGY INC(FANG)255,314185,316-69,99851,11131,9489.64%-19,163
Page 1 of 1