$305 Million is the total value of Palo Duro Investment Partners, LP's 6 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AR | Buy | Antero Resources Corporation | $64,668,424 | +42.9% | 2,808,008 | +43.2% | 21.18% | +41.2% |
| FANG | Buy | Diamondback Energy, Inc. | $62,183,197 | +32.1% | 473,380 | +35.9% | 20.37% | +30.6% |
| ERF | Buy | Enerplus Corporation | $61,196,307 | +27.2% | 4,229,185 | +26.6% | 20.04% | +25.7% |
| DEN | Buy | Denbury Inc. | $61,138,672 | +6.5% | 708,772 | +8.2% | 20.02% | +5.3% |
| EQT | Buy | EQT Corporation | $47,398,993 | +201.1% | 1,152,419 | +133.6% | 15.52% | +197.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-07
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 | 2024-05-15 |
| 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.