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PDIP
Palo Duro Investment Partners Portfolio holdings
AUM
$515M
1-Year Est. Return
36.69%
This Fund
S&P 500
1 Year Est. Return
+36.69%
AUM
$515M
AUM Growth
+$181M
(+54%)
Holding
29
Top Buys
| 1 | +$25.7M | |
| 2 | +$20.9M | |
| 3 | +$12.1M | |
| 4 |
Shoals Technologies Group
SHLS
|
+$11.1M |
| 5 |
Antero Resources
AR
|
+$6.63M |
Sector Composition
| 1 | Energy | 81.07% |
| 2 | Consumer Staples | 10.56% |
| 3 | Industrials | 4.75% |
| 4 | Technology | 3.58% |
| 5 | Materials | 0.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Antero Resources
AR
$10.8B
| $89.8M | 17.44% |
2,115,112
+181,624
|
|
||
2
Gulfport Energy Corp
GPOR
$2.99B
| $74.5M | 14.48% |
352,103
+129,502
|
|
||
|
PR
3
Permian Resources
PR
$15.1B
| $65.8M | 12.79% |
3,085,992
+368,238
|
|
||
4
Chord Energy
CHRD
$6.3B
| $60.5M | 11.75% |
425,174
-34,788
|
|
||
5
Baker Hughes
BKR
$53.7B
| $59M | 11.46% |
966,249
+54,778
|
|
||
6
Darling Ingredients
DAR
$8.93B
| $54.3M | 10.56% |
878,333
+246,283
|
|
||
7
California Resources
CRC
$4.6B
| $26.7M | 5.18% |
385,164
-31,073
|
|
||
8
Generac Holdings
GNRC
$15.9B
| $24.4M | 4.75% |
125,130
+8,102
|
|
||
|
EXE
9
Expand Energy Corp
EXE
$21.5B
| $21.5M | 4.18% |
+195,942
|
|
||
|
10
Shoals Technologies Group
SHLS
$1.71B
| $10.8M | 2.1% |
1,643,689
+1,349,555
|
|
||
11
Nextpower Inc
NXT
$17.5B
| $7.61M | 1.48% |
63,134
+14,222
|
|
||
12
EQT Corp
EQT
$32.9B
| $5.59M | 1.09% |
87,840
-395,505
|
|
||
13
Targa Resources
TRGP
$55.6B
| $4.35M | 0.85% |
17,363
+3,061
|
|
||
14
Devon Energy
DVN
$46.4B
| $3.47M | 0.67% |
68,901
+8,629
|
|
||
15
DT Midstream
DTM
$14.7B
| $1.11M | 0.22% |
8,223
+1,522
|
|
||
16
HF Sinclair
DINO
$13B
| $789K | 0.15% |
12,644
+2,079
|
|
||
17
Antero Midstream
AM
$10.6B
| $658K | 0.13% |
28,869
+5,314
|
|
||
18
Uranium Energy
UEC
$5.23B
| $528K | 0.1% |
39,101
+9,877
|
|
||
|
CNR
19
Core Natural Resources Inc
CNR
$3.93B
| $433K | 0.08% |
4,139
+606
|
|
||
20
Plains GP Holdings
PAGP
$4.78B
| $388K | 0.08% |
15,984
+2,821
|
|
||
21
Hess Midstream
HESM
$4.85B
| $387K | 0.08% |
9,946
+1,752
|
|
||
22
PBF Energy
PBF
$5.62B
| $335K | 0.07% |
+7,025
|
|
||
23
Peabody Energy
BTU
$2.71B
| $324K | 0.06% |
9,827
+1,734
|
|
||
24
Par Pacific Holdings
PARR
$2.94B
| $256K | 0.05% |
+4,080
|
|
||
25
International Seaways
INSW
$3.84B
| $248K | 0.05% |
+3,407
|
|