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 AR CHRD GPOR PR EQT CRC FANG 7 stocks	$266 Million 86.55% of portfolio	3	4	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy BKR 1 stocks	$29.1 Million 9.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy TRGP DTM AM HESM PAGP 5 stocks	$4.31 Million 1.4% of portfolio	-	5	-	-	0 Calls 0 Puts
Solar \| Technology SHLS 1 stocks	$4.2 Million 1.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CF 1 stocks	$2.29 Million 0.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Uranium \| Energy UEC LEU 2 stocks	$725,478 0.24% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy DINO 1 stocks	$572,129 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Thermal Coal \| Energy BTU 1 stocks	$218,923 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts

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