Fund HoldingsPalo Duro Investment Partners, LP

Total Portfolio Value
$307.40M
Total Bought
$4.92M
Total Sold
$57.49M
Net Transaction
-$52.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PERMIAN RESOURCES CORP(PR)3,962,4284,255,350+292,92255,31557,87318.83%+2,557
BAKER HUGHES COMPANY(BKR)192,804213,389+20,5856,8107,2942.37%+484
CF INDS HLDGS INC(CF)62,04371,948+9,9055,3205,7201.86%+400
EPSILON ENERGY LTD1,363,9081,363,90807,2016,9292.25%-273
ENLINK MIDSTREAM LLC568,011521,448-46,5636,9416,3412.06%-600
NET POWER INC133,614139,417+5,8032,0181,4080.46%-609
ANTERO RESOURCES CORP(AR)2,685,2262,966,734+281,50868,15167,28621.89%-866
DIAMONDBACK ENERGY INC(FANG)369,811354,485-15,32657,27654,97417.88%-2,303
EQT CORP(EQT)1,483,6541,326,825-156,82960,20751,29516.69%-8,912
ENERPLUS CORP3,583,8183,147,660-436,15863,18348,28515.71%-14,898
DEVON ENERGY CORP NEW(DVN)645,2360-645,23630,7780-30,778
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