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Palo Duro Investment Partners, LP · 13F 持仓分析
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Palo Duro Investment Partners, LP

No.4147 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.18亿
环比变动 Q1 2026
+$370.2万+0.7%
持仓股票数
32
新买入
5
加仓
17
减仓
10
清仓
2
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
ANTERO RESOURCESAR
18.52%17.44%$9,598.5万273.2万股$8,976.5万211.5万股+61.6万股+29.14%加仓
GULFPORT ENERGYGPOR
11.72%14.48%$6,073.4万35.8万股$7,449.4万35.2万股+5,790股+1.64%加仓
PPERMIAN RESOURCESPR
10.51%12.79%$5,449.3万296.0万股$6,579.3万308.6万股-12.6万股-4.08%减仓
DDARLING INGREDIENTSDAR
10.42%10.56%$5,398.0万98.8万股$5,432.5万87.8万股+11.0万股+12.52%加仓
贝克休斯BKR
10.02%11.46%$5,191.3万93.5万股$5,899.0万96.6万股-3.1万股-3.20%减仓
EXPAND ENERGYEXE
7.73%4.18%$4,007.6万43.9万股$2,151.1万19.6万股+24.4万股+124.29%加仓
CCHORD ENERGYCHRD
7.3%11.75%$3,784.0万33.1万股$6,045.1万42.5万股-9.4万股-22.14%减仓
ENPHASE ENERGY COMENPH
6.3%$3,266.5万66.3万股$00股+66.3万股新买入
AATLAS ENERGY SOLUTIONSAESI
4.69%$2,429.6万146.3万股$00股+146.3万股新买入
德文能源DVN
4.02%0.67%$2,082.5万50.4万股$346.7万6.9万股+43.5万股+631.46%加仓
CCALIFORNIA RESCRC
3.58%5.18%$1,853.9万35.1万股$2,666.1万38.5万股-3.5万股-8.96%减仓
NNextPowerNXT
1.43%1.48%$743.1万6.2万股$761.1万6.3万股-766股-1.21%减仓
SSHOALS TECHNOLOGIES INSHLS
1.24%2.1%$641.0万64.7万股$1,081.5万164.4万股-99.6万股-60.61%减仓
Targa资源TRGP
0.91%0.85%$471.0万1.8万股$435.3万1.7万股+202股+1.16%加仓
戴蒙德能源FANG
0.34%$175.7万9,997股$00股+9,997股新买入
DT MIDSTREAM COMMON STOCKDTM
0.24%0.22%$122.4万8,341股$110.7万8,223股+118股+1.43%加仓
HHF SINCLAIRDINO
0.17%0.15%$89.5万1.3万股$78.9万1.3万股+206股+1.63%加仓
ANTERO MIDSTREAMAM
0.12%0.13%$63.2万2.8万股$65.8万2.9万股-1,110股-3.84%减仓
URANIUM ENERGY COMUEC
0.08%0.1%$43.8万4.1万股$52.8万3.9万股+1,965股+5.03%加仓
PLAINS GP L PPAGP
0.08%0.08%$39.2万1.6万股$38.8万1.6万股+186股+1.16%加仓
HESS MIDSTREAM LP CL A SHSHESM
0.07%0.08%$38.8万1.0万股$38.7万9,946股+363股+3.65%加仓
PPBF ENERGYPBF
0.07%0.07%$37.1万8,145股$33.5万7,025股+1,120股+15.94%加仓
CCORE NATURAL RESOURCESCNR
0.07%0.08%$34.1万4,257股$43.3万4,139股+118股+2.85%加仓
CENTRUS ENERGY CL ALEU
0.05%0.05%$26.1万1,556股$24.6万1,415股+141股+9.96%加仓
IINTERNATIONAL SEAWAYS INC COM NPVINSW
0.05%0.05%$25.3万3,309股$24.8万3,407股-98股-2.88%减仓
DDELEK US NEWDK
0.05%0.04%$24.9万4,892股$21.8万4,847股+45股+0.93%加仓
PEABODY ENGRBTU
0.05%0.06%$23.7万1.0万股$32.4万9,827股+415股+4.22%加仓
PPAR PACPARR
0.04%0.05%$22.7万4,051股$25.6万4,080股-29股-0.71%减仓
SSUNOCOCORPSUNC
0.04%0.04%$21.9万3,237股$20.5万3,325股-88股-2.65%减仓
KKINETIKKNTK
0.04%$21.3万4,406股$00股+4,406股新买入
CCALUMETCLMT
0.04%0.04%$21.0万5,825股$20.1万5,601股+224股+4.00%加仓
NEXTDECADENEXT
0.02%$9.2万1.2万股$00股+1.2万股新买入

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