Palo Duro Investment Partners, LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001977128

Type: FundHoldings: 21Value: $330.9MLatest: 2025Q1

Palo Duro Investment Partners, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 21 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AR",
  "AM",
  "PAGP",
  "UEC",
  "TTI",
  "CNR",
  "EQT",
  "DTM",
  "TRGP",
  "NXT",
  "PR",
  "BKR",
  "GPOR",
  "DINO",
  "HESM",
  "CRC",
  "CF",
  "GTLS",
  "CHRD",
  "CLNE",
  "FANG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 21
Total Value: 330932948
Accession Number: 0001214659-25-007831
Form Type: 13F-HR
CIK: palo-duro-investment-partners-lp
Manager Name: Palo-Duro-Investment-Partners-Lp

Data Enrichment

100% identified

21 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

21 positions • $330.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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EQT Corp

EQT|26884L109

Shares:1.6M

Value:$83.1M

% of Portfolio:25.1% ($83.1M/$330.9M)

ANTERO RESOURCES Corp

AR|03674X106

Shares:2.0M

Value:$80.2M

% of Portfolio:24.2% ($80.2M/$330.9M)

Chord Energy Corp

CHRD|674215207

Shares:689.7K

Value:$77.7M

% of Portfolio:23.5% ($77.7M/$330.9M)

Permian Resources Corp

PR|71424F105

Shares:1.7M

Value:$23.0M

% of Portfolio:7.0% ($23.0M/$330.9M)

California Resources Corp

CRC|13057Q305

Shares:464.4K

Value:$20.4M

% of Portfolio:6.2% ($20.4M/$330.9M)

GULFPORT ENERGY CORP

GPOR|402635502

Shares:83.7K

Value:$15.4M

% of Portfolio:4.7% ($15.4M/$330.9M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:61.6K

Value:$9.9M

% of Portfolio:3.0% ($9.9M/$330.9M)

Baker Hughes Co

BKR|05722G100

Shares:127.0K

Value:$5.6M

% of Portfolio:1.7% ($5.6M/$330.9M)

CF Industries Holdings, Inc.

CF|125269100

Shares:47.5K

Value:$3.7M

% of Portfolio:1.1% ($3.7M/$330.9M)

Nextracker Inc.

NXT|65290E101

Shares:84.5K

Value:$3.6M

% of Portfolio:1.1% ($3.6M/$330.9M)

CHART INDUSTRIES INC

GTLS|16115Q308

Shares:20.8K

Value:$3.0M

% of Portfolio:0.9% ($3.0M/$330.9M)

Targa Resources Corp.

TRGP|87612G101

Shares:13.6K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$330.9M)

DT Midstream, Inc.

DTM|23345M107

Shares:6.6K

Value:$637.6K

% of Portfolio:0.2% ($637.6K/$330.9M)

Antero Midstream Corp

AM|03676B102

Shares:23.7K

Value:$425.8K

% of Portfolio:0.1% ($425.8K/$330.9M)

HF Sinclair Corp

DINO|403949100

Shares:10.5K

Value:$345.2K

% of Portfolio:0.1% ($345.2K/$330.9M)

Hess Midstream LP

HESM|428103105

Shares:7.6K

Value:$319.5K

% of Portfolio:0.1% ($319.5K/$330.9M)

PLAINS GP HOLDINGS LP

PAGP|72651A207

Shares:12.9K

Value:$276.3K

% of Portfolio:0.1% ($276.3K/$330.9M)

Core Natural Resources, Inc.

CNR|218937100

Shares:3.5K

Value:$270.3K

% of Portfolio:0.1% ($270.3K/$330.9M)

TETRA TECHNOLOGIES INC

TTI|88162F105

Shares:59.5K

Value:$199.8K

% of Portfolio:0.1% ($199.8K/$330.9M)

URANIUM ENERGY CORP

UEC|916896103

Shares:27.7K

Value:$132.4K

% of Portfolio:0.0% ($132.4K/$330.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EQT Corp(EQTcusip26884L109)	1.6M	QoQ -8.38% (-142.4K) YoY -16.38% (-304.9K)	All Managers (Combined)	$83.1M	25.1% ($83.1M/$330.9M)	QoQ +6.15% (-$4.8M) YoY +20.51% (-$14.1M)
ANTERO RESOURCES Corp(ARcusip03674X106)	2.0M	QoQ -15.53% (-364.6K) YoY -31.98% (-932.5K)	All Managers (Combined)	$80.2M	24.2% ($80.2M/$330.9M)	QoQ -2.54% (-$2.1M) YoY -5.15% (-$4.4M)
Chord Energy Corp(CHRDcusip674215207)	689.7K	QoQ +3.13% (-20.9K) YoY +1077.52% (+631.1K)	All Managers (Combined)	$77.7M	23.5% ($77.7M/$330.9M)	QoQ -0.57% (-$448.4K) YoY +644.67% (+$67.3M)
Permian Resources Corp(PRcusip71424F105)	1.7M	QoQ -15.26% (-299.1K) YoY -45.54% (-1.4M)	All Managers (Combined)	$23.0M	7.0% ($23.0M/$330.9M)	QoQ -18.38% (-$5.2M) YoY -57.29% (-$30.9M)
California Resources Corp(CRCcusip13057Q305)	464.4K	QoQ +16.11% (-64.4K) YoY NEW(+464.4K)	All Managers (Combined)	$20.4M	6.2% ($20.4M/$330.9M)	QoQ -1.61% (-$334.4K) YoY NEW(+$20.4M)
GULFPORT ENERGY CORP(GPORcusip402635502)	83.7K	QoQ NEW(+83.7K) YoY NEW(+83.7K)	All Managers (Combined)	$15.4M	4.7% ($15.4M/$330.9M)	QoQ NEW(+$15.4M) YoY NEW(+$15.4M)
Diamondback Energy, Inc.(FANGcusip25278X109)	61.6K	QoQ -63.34% (-106.5K) YoY -76.39% (-199.6K)	All Managers (Combined)	$9.9M	3.0% ($9.9M/$330.9M)	QoQ -64.22% (-$17.7M) YoY -80.95% (-$41.9M)
Baker Hughes Co(BKRcusip05722G100)	127.0K	QoQ -30.12% (-54.8K) YoY -46.89% (-112.1K)	All Managers (Combined)	$5.6M	1.7% ($5.6M/$330.9M)	QoQ -25.13% (-$1.9M) YoY -30.32% (-$2.4M)
CF Industries Holdings, Inc.(CFcusip125269100)	47.5K	QoQ -6.04% (-3.1K) YoY -3.03% (-1.5K)	All Managers (Combined)	$3.7M	1.1% ($3.7M/$330.9M)	QoQ -13.93% (-$600.9K) YoY -8.92% (-$363.7K)
Nextracker Inc.(NXTcusip65290E101)	84.5K	QoQ NEW(+84.5K) YoY NEW(+84.5K)	All Managers (Combined)	$3.6M	1.1% ($3.6M/$330.9M)	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)
CHART INDUSTRIES INC(GTLScusip16115Q308)	20.8K	QoQ NEW(+20.8K) YoY NEW(+20.8K)	All Managers (Combined)	$3.0M	0.9% ($3.0M/$330.9M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
Targa Resources Corp.(TRGPcusip87612G101)	13.6K	QoQ +24.81% (+2.7K) YoY NEW(+13.6K)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$330.9M)	QoQ +40.17% (+$780.6K) YoY NEW(+$2.7M)
DT Midstream, Inc.(DTMcusip23345M107)	6.6K	QoQ +26.17% (+1.4K) YoY NEW(+6.6K)	All Managers (Combined)	$637.6K	0.2% ($637.6K/$330.9M)	QoQ +22.43% (+$116.8K) YoY NEW(+$637.6K)
Antero Midstream Corp(AMcusip03676B102)	23.7K	QoQ +18.81% (+3.7K) YoY NEW(+23.7K)	All Managers (Combined)	$425.8K	0.1% ($425.8K/$330.9M)	QoQ +41.72% (+$125.4K) YoY NEW(+$425.8K)
HF Sinclair Corp(DINOcusip403949100)	10.5K	QoQ +17.96% (+1.6K) YoY NEW(+10.5K)	All Managers (Combined)	$345.2K	0.1% ($345.2K/$330.9M)	QoQ +10.66% (+$33.3K) YoY NEW(+$345.2K)
Hess Midstream LP(HESMcusip428103105)	7.6K	QoQ +27.29% (+1.6K) YoY NEW(+7.6K)	All Managers (Combined)	$319.5K	0.1% ($319.5K/$330.9M)	QoQ +45.37% (+$99.7K) YoY NEW(+$319.5K)
PLAINS GP HOLDINGS LP(PAGPcusip72651A207)	12.9K	QoQ +14.19% (+1.6K) YoY NEW(+12.9K)	All Managers (Combined)	$276.3K	0.1% ($276.3K/$330.9M)	QoQ +32.70% (+$68.1K) YoY NEW(+$276.3K)
Core Natural Resources, Inc.(CNRcusip218937100)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$270.3K	0.1% ($270.3K/$330.9M)	QoQ NEW(+$270.3K) YoY NEW(+$270.3K)
TETRA TECHNOLOGIES INC(TTIcusip88162F105)	59.5K	QoQ NEW(+59.5K) YoY NEW(+59.5K)	All Managers (Combined)	$199.8K	0.1% ($199.8K/$330.9M)	QoQ NEW(+$199.8K) YoY NEW(+$199.8K)
URANIUM ENERGY CORP(UECcusip916896103)	27.7K	QoQ +25.96% (-5.7K) YoY NEW(+27.7K)	All Managers (Combined)	$132.4K	0.0% ($132.4K/$330.9M)	QoQ -9.99% (-$14.7K) YoY NEW(+$132.4K)