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View AllLatest PALO DURO INVESTMENT PARTNERS, LP Stock Portfolio
$307Million
Equity Portfolio Value
Last Reported on: 14 Feb, 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 $363.2 Millions as of 30 Sep, 2023.
The top stock holdings of PALO DURO INVESTMENT PARTNERS, LP are AR, , EQT. The fund has invested 18.8% of it's portfolio in ANTERO RESOURCES CORP and 17.4% of portfolio in ENERPLUS CORP.
The fund managers got completely rid off DENBURY INC. (DEN) stocks. They significantly reduced their stock positions in DIAMONDBACK ENERGY INC (FANG), EPSILON ENERGY LTD (EPSN) and ENERPLUS CORP. PALO DURO INVESTMENT PARTNERS, LP opened new stock positions in PERMIAN RESOURCES CORP (PR), DEVON ENERGY CORP NEW (DVN) and ENLINK MIDSTREAM LLC (ENLC). The fund showed a lot of confidence in some stocks as they added substantially to EQT CORP (EQT).
The top stock holdings of PALO DURO INVESTMENT PARTNERS, LP are AR, , EQT. The fund has invested 18.8% of it's portfolio in ANTERO RESOURCES CORP and 17.4% of portfolio in ENERPLUS CORP.
The fund managers got completely rid off DENBURY INC. (DEN) stocks. They significantly reduced their stock positions in DIAMONDBACK ENERGY INC (FANG), EPSILON ENERGY LTD (EPSN) and ENERPLUS CORP. PALO DURO INVESTMENT PARTNERS, LP opened new stock positions in PERMIAN RESOURCES CORP (PR), DEVON ENERGY CORP NEW (DVN) and ENLINK MIDSTREAM LLC (ENLC). The fund showed a lot of confidence in some stocks as they added substantially to EQT CORP (EQT).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| CF INDS HLDGS INC | 15.96 |
| BAKER HUGHES COMPANY | 10.68 |
| ANTERO RESOURCES CORP | 10.48 |
| PERMIAN RESOURCES CORP | 7.39 |
| NET POWER INC | 4.34 |
Additions to existing portfolio by PALO DURO INVESTMENT PARTNERS, LP
Reductions
| Ticker | % Reduced |
|---|---|
| ENERPLUS CORP | -12.17 |
| EQT CORP | -10.57 |
| ENLINK MIDSTREAM LLC | -8.2 |
| DIAMONDBACK ENERGY INC | -4.14 |
PALO DURO INVESTMENT PARTNERS, LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| DEVON ENERGY CORP NEW | -30,777,800 |
PALO DURO INVESTMENT PARTNERS, LP got rid off the above stocks
Current Stock Holdings of PALO DURO INVESTMENT PARTNERS, LP
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AR | ANTERO RESOURCES CORP | 21.89 | 2,966,730 | 67,285,500 | ADDED | 10.48 | |
| BKR | BAKER HUGHES COMPANY | 2.37 | 213,389 | 7,293,640 | ADDED | 10.68 | |
| CF | CF INDS HLDGS INC | 1.86 | 71,948 | 5,719,870 | ADDED | 15.96 | |
| DVN | DEVON ENERGY CORP NEW | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ENLC | ENLINK MIDSTREAM LLC | 2.06 | 521,448 | 6,340,810 | REDUCED | -8.2 | |
| EPSN | EPSILON ENERGY LTD | 2.25 | 1,363,910 | 6,928,650 | UNCHANGED | 0.00 | |
| EQT | EQT CORP | 16.69 | 1,326,820 | 51,295,100 | REDUCED | -10.57 | |
| ERF | ENERPLUS CORP | 15.71 | 3,147,660 | 48,285,100 | REDUCED | -12.17 | |
| FANG | DIAMONDBACK ENERGY INC | 17.88 | 354,485 | 54,973,500 | REDUCED | -4.14 | |
| PR | PERMIAN RESOURCES CORP | 18.83 | 4,255,350 | 57,872,800 | ADDED | 7.39 | |
| NET POWER INC | 0.46 | 139,417 | 1,408,110 | ADDED | 4.34 |