$302 Million is the total value of Palo Duro Investment Partners, LP's 8 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DEN | New | Denbury Inc. | $57,395,459 | – | 654,975 | +100.0% | 19.02% | – |
| OVV | New | Ovintiv Inc. | $56,150,799 | – | 1,556,286 | +100.0% | 18.60% | – |
| ERF | New | Enerplus Corporation | $48,124,529 | – | 3,339,662 | +100.0% | 15.94% | – |
| FANG | New | Diamondback Energy, Inc. | $47,085,658 | – | 348,344 | +100.0% | 15.60% | – |
| AR | New | Antero Resources Corporation | $45,266,998 | – | 1,960,459 | +100.0% | 15.00% | – |
| SM | New | SM Energy Company | $23,341,908 | – | 828,903 | +100.0% | 7.73% | – |
| EQT | New | EQT Corporation | $15,743,405 | – | 493,369 | +100.0% | 5.22% | – |
| EPSN | New | Epsilon Energy Ltd. | $8,722,276 | – | 1,633,385 | +100.0% | 2.89% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Antero Resources Corporation | 3 | Q3 2023 | 21.2% |
| Enerplus Corporation | 3 | Q3 2023 | 20.0% |
| DIAMONDBACK ENERGY INC | 3 | Q3 2023 | 20.4% |
| EQT Corporation | 3 | Q3 2023 | 16.6% |
| EPSILON ENERGY LTD | 3 | Q3 2023 | 2.9% |
| Denbury Inc. | 2 | Q2 2023 | 20.0% |
| Ovintiv Inc. | 1 | Q1 2023 | 18.6% |
| PERMIAN RESOURCES CORP | 1 | Q3 2023 | 15.2% |
| DEVON ENERGY CORP NEW | 1 | Q3 2023 | 8.5% |
| SM Energy Company | 1 | Q1 2023 | 7.7% |
View Palo Duro Investment Partners, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-15 |
View Palo Duro Investment Partners, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.