Palo Duro Investment Partners, LP Portfolio Holdings by Sector

Palo Duro Investment Partners, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Oil & Gas E&P \| Energy EQT AR CHRD PR FANG 5 stocks	$304 Million 91.95% of portfolio	3	2	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENLC OKE TRGP DTM AM PAGP 6 stocks	$13.7 Million 4.13% of portfolio	5	1	5	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy BKR 1 stocks	$8.2 Million 2.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CF 1 stocks	$4.2 Million 1.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy DINO 1 stocks	$408,395 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Uranium \| Energy UEC 1 stocks	$153,847 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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