G.F.W. Energy Xii, L.P.
G.F.W. Energy XII, L.P. is a Texas-based investment partnership focused on the energy sector, primarily holding stakes in publicly traded energy companies. The fund is managed by GFW XII, L.L.C. and is affiliated with NGP, a leading US private equity firm. Headquartered in Dallas, TX, G.F.W. Energy XII, L.P. was founded as part of NGP’s ongoing series of energy-focused funds. As of its latest filings, G.F.W. Energy XII, L.P. maintains 2-6 equity positions with assets under management in the single-digit millions, reflecting targeted and concentrated exposure to select energy investments. Primary clients include institutional investors seeking specialized energy exposure.
Investment Strategy
G.F.W. Energy XII, L.P. invests primarily in public equity positions within the energy sector, focusing on companies involved in power generation, fuels, and oil & gas resources such as NET Power Inc. and OPAL Fuels Inc. The strategy revolves around identifying undervalued opportunities in the energy value chain and leveraging sector expertise to maximize returns. Investments are concentrated and opportunistic, relying on deep industry knowledge and fundamental analysis of energy trends, technologies, and market cycles.
Top Holdings
Equity Positions (6)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PR | PERMIAN RESOURCES CORP | 26.38% | $3.44B | 252,473 | $13.62 | $13.62 | +$3.44B |
M MTDR | MATADOR RES CO | 26.19% | $3.41B | 71,537 | $47.72 | $47.72 | +$3.41B |
C CHRD | CHORD ENERGY CORPORATION | 22.48% | $2.93B | 30,255 | $96.85 | $96.85 | +$2.93B |
D DVN | DEVON ENERGY CORP NEW | 22.33% | $2.91B | 91,499 | $31.81 | $31.81 | +$2.91B |
N NPWR | NET POWER INC | 2.25% | $293.3M | 118,729 | $13.00 | $2.47 | -$19.0M |