PD

PALO DURO INVESTMENT PARTNERS, LP

13F
PALO DURO INVESTMENT PARTNERS, LP
Last update 2025-05-15 21 Stocks (6 new)
Value $331.00 Mil Turnover 9 %
Countries:
Top Holdings: EQT(25.12%)AR(24.23%)CHRD(23.49%)PR(6.95%)CRC(6.17%)
Summary Stock Picks Current Portfolio
PALO DURO INVESTMENT PARTNERS,... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EQT 		EQT Corp
1,555,660
83,118.9
-8.38%
25.120
-1.92%
0.260
+10.70%
+20.71%
33,122.0
Oil & Gas
AR 		Antero Resources Corp
1,982,756
80,182.6
-15.53%
24.230
-3.73%
0.640
+2.23%
+6.11%
11,548.5
Oil & Gas
CHRD 		Chord Energy Corp
689,690
77,741.9
+3.13%
23.490
+0.71%
1.190
-6.82%
-19.23%
5,311.7
Oil & Gas
PR 		Permian Resources Corp
1,660,784
23,001.9
-15.26%
6.950
-1.26%
0.240
+6.64%
-7.82%
9,187.7
Oil & Gas
CRC 		California Resources Corp
464,361
20,418.0
+16.11%
6.170
+0.86%
0.520
+11.28%
-13.64%
3,922.8
Oil & Gas
GPOR 		Gulfport Energy Corp
83,682
15,409.2
New Holding
4.660
+4.66%
0.470
+11.11%
+2.36%
3,349.7
Oil & Gas
FANG 		Diamondback Energy Inc
61,645
9,855.8
-63.35%
2.980
-5.10%
0.020
-2.32%
-14.92%
40,158.5
Oil & Gas
BKR 		Baker Hughes Co
126,992
5,581.3
-30.13%
1.690
-0.66%
0.010
-11.66%
-8.42%
36,806.4
Oil & Gas
CF 		CF Industries Holdings Inc
47,476
3,710.3
-6.04%
1.120
-0.08%
0.030
+21.64%
+9.46%
14,950.3
Agriculture
NXT 		NEXTracker Inc
84,545
3,562.7
New Holding
1.080
+1.08%
0.060
+34.72%
+57.84%
8,543.6
Semiconductors

PALO DURO INVESTMENT PARTNERS, LP's Historical Top Holdings Breakdowns

PALO DURO INVESTMENT PARTNERS, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FANG 		Diamondback Energy Inc2025-03-31Reduce
-5.10%
●
139.9 ($161.26) 180.18
$137.45
-14.76%
Reduce -63.35%
61,645
-106,532
GPOR 		Gulfport Energy Corp2025-03-31New Buy
+4.66%
●
159.2 ($181.66) 196.22
$188.55
3.79%
New holding
83,682
83,682
AR 		Antero Resources Corp2025-03-31Reduce
-3.73%
●
33.64 ($38.35) 41.42
$37.19
-3.02%
Reduce -15.53%
1,982,756
-364,648
ENLC Unlock Delisted EnLink Midstream LLC2025-03-31Sold Out
-2.29%
●
14.12 ($14.63) 15.45
$14.12
-3.49%
Sold Out
0
-554,553
EQT 		EQT Corp2025-03-31Reduce
-1.92%
●
46.16 ($51.08) 54.25
$55.33
8.32%
Reduce -8.38%
1,555,660
-142,378
PR 		Permian Resources Corp2025-03-31Reduce
-1.26%
●
12.33 ($14.32) 16
$13.11
-8.45%
Reduce -15.26%
1,660,784
-299,080
NXT 		NEXTracker Inc2025-03-31New Buy
+1.08%
●
39.5 ($44.46) 50.63
$57.66
29.69%
New holding
84,545
84,545
GTLS 		Chart Industries Inc2025-03-31New Buy
+0.91%
●
141.99 ($184.15) 218.35
$146.19
-20.61%
New holding
20,798
20,798
OKE 		ONEOK Inc2025-03-31Sold Out
-0.90%
●
89.57 ($99.27) 109.85
$81.19
-18.21%
Sold Out
0
-30,599
CRC 		California Resources Corp2025-03-31Add
+0.86%
●
39.17 ($47.45) 54.42
$43.99
-7.29%
Add 16.11%
464,361
64,432

PALO DURO INVESTMENT PARTNERS, LP Total Holding History ($B)

To

PALO DURO INVESTMENT PARTNERS, LP's Asset Allocation

To

PALO DURO INVESTMENT PARTNERS, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PALO DURO INVESTMENT PARTNERS, LP's Hypothetical Growth since 2025-03-31

PALO DURO INVESTMENT PARTNERS, LP's Yearly Returns

Year Portfolio % % Excess Gain %

PALO DURO INVESTMENT PARTNERS, LP's Holdings Heat Map

Size field:

PALO DURO INVESTMENT PARTNERS, LP's Holdings Bubble Chart

PALO DURO INVESTMENT PARTNERS, LP News

  • 1

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