Filed: 5/15/2025ACC: 0001214659-25-007831
📋 What this filing means
PALO DURO INVESTMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $330.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$330.93M
Total AUM (reported)
6.96M
Total Shares
Allocation by class
COM$183.71M55.5%
COM NEW$77.74M23.5%
CLASS A COM$26.56M8.0%
COM STOCK$20.42M6.2%
COMMON SHARES$15.41M4.7%
CL A$5.58M1.7%
COMMON STOCK$637.6K0.2%
Portfolio Concentration
Top 3$241.04M72.8%
4–10$81.54M24.6%
11–25$8.35M2.5%
Top 3 weight
72.8%
Top 10 weight
97.5%
Voting Authority Distribution
Total shares with voting rights: 6.96M
Sole
Full voting authority
6.96M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
EQT CORP
SOLEShares1.56M
TypeSH
Market value$83.12M
25.12%
Sole
1.56M
Shared
0.00
None
0.00
ANTERO RESOURCES CORP
SOLEShares1.98M
TypeSH
Market value$80.18M
24.23%
Sole
1.98M
Shared
0.00
None
0.00
CHORD ENERGY CORPORATION
SOLEShares689.69K
TypeSH
Market value$77.74M
23.49%
Sole
689.69K
Shared
0.00
None
0.00
PERMIAN RESOURCES CORP
SOLEShares1.66M
TypeSH
Market value$23.00M
6.95%
Sole
1.66M
Shared
0.00
None
0.00
CALIFORNIA RES CORP
SOLEShares464.36K
TypeSH
Market value$20.42M
6.17%
Sole
464.36K
Shared
0.00
None
0.00
GULFPORT ENERGY CORP
SOLEShares83.68K
TypeSH
Market value$15.41M
4.66%
Sole
83.68K
Shared
0.00
None
0.00
DIAMONDBACK ENERGY INC
SOLEShares61.65K
TypeSH
Market value$9.86M
2.98%
Sole
61.65K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares126.99K
TypeSH
Market value$5.58M
1.69%
Sole
126.99K
Shared
0.00
None
0.00
CF INDS HLDGS INC
SOLEShares47.48K
TypeSH
Market value$3.71M
1.12%
Sole
47.48K
Shared
0.00
None
0.00
NEXTRACKER INC
SOLEShares84.55K
TypeSH
Market value$3.56M
1.08%
Sole
84.55K
Shared
0.00
None
0.00
CHART INDS INC
SOLEShares20.80K
TypeSH
Market value$3.00M
0.91%
Sole
20.80K
Shared
0.00
None
0.00
TARGA RES CORP
SOLEShares13.59K
TypeSH
Market value$2.72M
0.82%
Sole
13.59K
Shared
0.00
None
0.00
DT MIDSTREAM INC
SOLEShares6.61K
TypeSH
Market value$637.6K
0.19%
Sole
6.61K
Shared
0.00
None
0.00
ANTERO MIDSTREAM CORP
SOLEShares23.66K
TypeSH
Market value$425.8K
0.13%
Sole
23.66K
Shared
0.00
None
0.00
HF SINCLAIR CORP
SOLEShares10.50K
TypeSH
Market value$345.2K
0.10%
Sole
10.50K
Shared
0.00
None
0.00
HESS MIDSTREAM LP
SOLEShares7.55K
TypeSH
Market value$319.5K
0.10%
Sole
7.55K
Shared
0.00
None
0.00
PLAINS GP HLDGS L P
SOLEShares12.94K
TypeSH
Market value$276.3K
0.08%
Sole
12.94K
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares3.51K
TypeSH
Market value$270.3K
0.08%
Sole
3.51K
Shared
0.00
None
0.00
TETRA TECHNOLOGIES INC DEL
SOLEShares59.46K
TypeSH
Market value$199.8K
0.06%
Sole
59.46K
Shared
0.00
None
0.00
URANIUM ENERGY CORP
SOLEShares27.70K
TypeSH
Market value$132.4K
0.04%
Sole
27.70K
Shared
0.00
None
0.00
CLEAN ENERGY FUELS CORP
SOLEShares11.28K
TypeSH
Market value$17.5K
<0.01%
Sole
11.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EQT CORPSOLE | COM | 1.56M | SH | $83.12M 25.12% | 1.56M | 0.00 | 0.00 |
ANTERO RESOURCES CORPSOLE | COM | 1.98M | SH | $80.18M 24.23% | 1.98M | 0.00 | 0.00 |
CHORD ENERGY CORPORATIONSOLE | COM NEW | 689.69K | SH | $77.74M 23.49% | 689.69K | 0.00 | 0.00 |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 1.66M | SH | $23.00M 6.95% | 1.66M | 0.00 | 0.00 |
CALIFORNIA RES CORPSOLE | COM STOCK | 464.36K | SH | $20.42M 6.17% | 464.36K | 0.00 | 0.00 |
GULFPORT ENERGY CORPSOLE | COMMON SHARES | 83.68K | SH | $15.41M 4.66% | 83.68K | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCSOLE | COM | 61.65K | SH | $9.86M 2.98% | 61.65K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 126.99K | SH | $5.58M 1.69% | 126.99K | 0.00 | 0.00 |
CF INDS HLDGS INCSOLE | COM | 47.48K | SH | $3.71M 1.12% | 47.48K | 0.00 | 0.00 |
NEXTRACKER INCSOLE | CLASS A COM | 84.55K | SH | $3.56M 1.08% | 84.55K | 0.00 | 0.00 |
CHART INDS INCSOLE | COM | 20.80K | SH | $3.00M 0.91% | 20.80K | 0.00 | 0.00 |
TARGA RES CORPSOLE | COM | 13.59K | SH | $2.72M 0.82% | 13.59K | 0.00 | 0.00 |
DT MIDSTREAM INCSOLE | COMMON STOCK | 6.61K | SH | $637.6K 0.19% | 6.61K | 0.00 | 0.00 |
ANTERO MIDSTREAM CORPSOLE | COM | 23.66K | SH | $425.8K 0.13% | 23.66K | 0.00 | 0.00 |
HF SINCLAIR CORPSOLE | COM | 10.50K | SH | $345.2K 0.10% | 10.50K | 0.00 | 0.00 |
HESS MIDSTREAM LPSOLE | CL A SHS | 7.55K | SH | $319.5K 0.10% | 7.55K | 0.00 | 0.00 |
PLAINS GP HLDGS L PSOLE | LTD PARTNR INT A | 12.94K | SH | $276.3K 0.08% | 12.94K | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 3.51K | SH | $270.3K 0.08% | 3.51K | 0.00 | 0.00 |
TETRA TECHNOLOGIES INC DELSOLE | COM | 59.46K | SH | $199.8K 0.06% | 59.46K | 0.00 | 0.00 |
URANIUM ENERGY CORPSOLE | COM | 27.70K | SH | $132.4K 0.04% | 27.70K | 0.00 | 0.00 |
CLEAN ENERGY FUELS CORPSOLE | COM | 11.28K | SH | $17.5K <0.01% | 11.28K | 0.00 | 0.00 |