Palo Duro Investment Partners, LP
CHICAGO IL · SEC CIK 0001977128
$5.15亿2026Q1 申报市值
29持仓数
94.7%前十大占比 · 第一大 17.4%
7 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GPOR 加仓+$2,739.87万
EXE 新建仓+$2,151.05万
DAR 加仓+$1,523.26万
SHLS 加仓+$888.01万
PR 加仓+$785.08万
2026Q1 卖出最多 按季末市值估算
EQT 减仓-$2,516.99万
CHRD 减仓-$494.62万
CRC 减仓-$215.09万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AR | ANTERO RESOURCES CORP | $8,976.54万 | 17.44% | 2,115,112 | 181,624 | 9.4% | $770.81万 | 加仓 |
| GPOR | GULFPORT ENERGY CORP | $7,449.44万 | 14.48% | 352,103 | 129,502 | 58.2% | $2,739.87万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $6,579.33万 | 12.79% | 3,085,992 | 368,238 | 13.5% | $785.08万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $6,045.12万 | 11.75% | 425,174 | -34,788 | -7.6% | -$494.62万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $5,898.95万 | 11.46% | 966,249 | 54,778 | 6.0% | $334.42万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $5,432.49万 | 10.56% | 878,333 | 246,283 | 39.0% | $1,523.26万 | 加仓 |
| CRC | CALIFORNIA RES CORP | $2,666.11万 | 5.18% | 385,164 | -31,073 | -7.5% | -$215.09万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $2,444.16万 | 4.75% | 125,130 | 8,102 | 6.9% | $158.26万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $2,151.05万 | 4.18% | 195,942 | 195,942 | — | $2,151.05万 | 新建仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $1,081.55万 | 2.10% | 1,643,689 | 1,349,555 | 458.8% | $888.01万 | 加仓 |
| NXT | NEXTPOWER INC | $761.08万 | 1.48% | 63,134 | 14,222 | 29.1% | $171.45万 | 加仓 |
| EQT | EQT CORP | $559.01万 | 1.09% | 87,840 | -395,505 | -81.8% | -$2,516.99万 | 减仓 |
| TRGP | TARGA RES CORP | $435.34万 | 0.85% | 17,363 | 3,061 | 21.4% | $76.75万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $346.71万 | 0.67% | 68,901 | 8,629 | 14.3% | $43.42万 | 加仓 |
| DTM | DT MIDSTREAM INC | $110.74万 | 0.22% | 8,223 | 1,522 | 22.7% | $20.50万 | 加仓 |
| DINO | HF SINCLAIR CORP | $78.89万 | 0.15% | 12,644 | 2,079 | 19.7% | $12.97万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $65.82万 | 0.13% | 28,869 | 5,314 | 22.6% | $12.12万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $52.79万 | 0.10% | 39,101 | 9,877 | 33.8% | $13.33万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $43.35万 | 0.08% | 4,139 | 606 | 17.2% | $6.35万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $38.81万 | 0.08% | 15,984 | 2,821 | 21.4% | $6.85万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $38.66万 | 0.08% | 9,946 | 1,752 | 21.4% | $6.81万 | 加仓 |
| PBF | PBF ENERGY INC | $33.45万 | 0.07% | 7,025 | 7,025 | — | $33.45万 | 新建仓 |
| BTU | PEABODY ENGR CORP | $32.38万 | 0.06% | 9,827 | 1,734 | 21.4% | $5.71万 | 加仓 |
| PARR | PAR PAC HOLDINGS INC | $25.56万 | 0.05% | 4,080 | 4,080 | — | $25.56万 | 新建仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $24.83万 | 0.05% | 3,407 | 3,407 | — | $24.83万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $24.56万 | 0.05% | 1,415 | 343 | 32.0% | $5.95万 | 加仓 |
| DK | DELEK US HLDGS INC NEW | $21.85万 | 0.04% | 4,847 | 4,847 | — | $21.85万 | 新建仓 |
| SUNC | SUNOCOCORP LLC | $20.50万 | 0.04% | 3,325 | 3,325 | — | $20.50万 | 新建仓 |
| CLMT | CALUMET INC | $20.11万 | 0.04% | 5,601 | 5,601 | — | $20.11万 | 新建仓 |