Latest PALO DURO INVESTMENT PARTNERS, LP Stock Portfolio
$362Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About PALO DURO INVESTMENT PARTNERS, LP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Palo Duro Investment Partners, LP reported an equity portfolio of $362.7 Millions as of 31 Mar, 2024.
The top stock holdings of Palo Duro Investment Partners, LP are AR, EQT, ERF. The fund has invested 23.3% of it's portfolio in ANTERO RESOURCES CORP and 19% of portfolio in EQT CORP.
They significantly reduced their stock positions in CF INDS HLDGS INC (CF), PERMIAN RESOURCES CORP (PR) and DIAMONDBACK ENERGY INC (FANG). Palo Duro Investment Partners, LP opened new stock positions in CHORD ENERGY CORPORATION (CHRD). The fund showed a lot of confidence in some stocks as they added substantially to EQT CORP (EQT), BAKER HUGHES COMPANY (BKR) and ENLINK MIDSTREAM LLC (ENLC).
The top stock holdings of Palo Duro Investment Partners, LP are AR, EQT, ERF. The fund has invested 23.3% of it's portfolio in ANTERO RESOURCES CORP and 19% of portfolio in EQT CORP.
They significantly reduced their stock positions in CF INDS HLDGS INC (CF), PERMIAN RESOURCES CORP (PR) and DIAMONDBACK ENERGY INC (FANG). Palo Duro Investment Partners, LP opened new stock positions in CHORD ENERGY CORPORATION (CHRD). The fund showed a lot of confidence in some stocks as they added substantially to EQT CORP (EQT), BAKER HUGHES COMPANY (BKR) and ENLINK MIDSTREAM LLC (ENLC).
New Buys
| Ticker | $ Bought |
|---|---|
| CHORD ENERGY CORPORATION | 10,439,700 |
New stocks bought by PALO DURO INVESTMENT PARTNERS, LP
Additions
| Ticker | % Inc. |
|---|---|
| EQT CORP | 40.23 |
| BAKER HUGHES COMPANY | 12.06 |
| ENLINK MIDSTREAM LLC | 11.46 |
| NET POWER INC | 6.65 |
| ENERPLUS CORP | 3.5 |
Additions to existing portfolio by PALO DURO INVESTMENT PARTNERS, LP
Reductions
| Ticker | % Reduced |
|---|---|
| CF INDS HLDGS INC | -31.95 |
| PERMIAN RESOURCES CORP | -28.33 |
| DIAMONDBACK ENERGY INC | -26.32 |
| EPSILON ENERGY LTD | -2.14 |
| ANTERO RESOURCES CORP | -1.73 |
PALO DURO INVESTMENT PARTNERS, LP reduced stake in above stock
Sold off
Current Stock Holdings of PALO DURO INVESTMENT PARTNERS, LP
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AR | ANTERO RESOURCES CORP | 23.31 | 2,915,300 | 84,543,800 | REDUCED | -1.73 | |
| BKR | BAKER HUGHES COMPANY | 2.21 | 239,120 | 8,010,520 | ADDED | 12.06 | |
| CF | CF INDS HLDGS INC | 1.12 | 48,960 | 4,073,960 | REDUCED | -31.95 | |
| CHRD | CHORD ENERGY CORPORATION | 2.88 | 58,571 | 10,439,700 | NEW | ||
| ENLC | ENLINK MIDSTREAM LLC | 2.19 | 581,195 | 7,927,500 | ADDED | 11.46 | |
| EPSN | EPSILON ENERGY LTD | 2.02 | 1,334,670 | 7,334,010 | REDUCED | -2.14 | |
| EQT | EQT CORP | 19.02 | 1,860,570 | 68,971,300 | ADDED | 40.23 | |
| ERF | ENERPLUS CORP | 17.66 | 3,257,820 | 64,048,600 | ADDED | 3.5 | |
| FANG | DIAMONDBACK ENERGY INC | 14.27 | 261,200 | 51,762,000 | REDUCED | -26.32 | |
| PR | PERMIAN RESOURCES CORP | 14.85 | 3,049,660 | 53,857,000 | REDUCED | -28.33 | |
| NET POWER INC | 0.47 | 148,686 | 1,693,530 | ADDED | 6.65 |