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 CHRD AR GPOR PR CRC FANG NEXT 8 stocks	$281 Million 94.23% of portfolio	4	4	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy BKR TTI 2 stocks	$5.75 Million 1.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy TRGP DTM AM HESM PAGP 5 stocks	$4.73 Million 1.59% of portfolio	5	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GTLS 1 stocks	$3.14 Million 1.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CF 1 stocks	$2.67 Million 0.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy DINO CLNE 2 stocks	$508,310 0.17% of portfolio	2	-	-	-	0 Calls 0 Puts
Uranium \| Energy LEU UEC 2 stocks	$431,969 0.14% of portfolio	2	-	1	-	0 Calls 0 Puts

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