Palo Duro Investment Partners
Latest statistics and disclosures from Palo Duro Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AR, GPOR, CHRD, BKR, PR, and represent 70.54% of Palo Duro Investment Partners's stock portfolio.
- Added to shares of these 6 stocks: DAR (+$23M), GNRC (+$16M), BKR (+$14M), CRC, DVN, PR.
- Started 3 new stock positions in GNRC, DVN, DAR.
- Reduced shares in these 10 stocks: AR (-$13M), GPOR (-$12M), CHRD (-$11M), NXT, EQT, SHLS, CF, , TRGP, DTM.
- Sold out of its positions in CF, FANG.
- Palo Duro Investment Partners was a net buyer of stock by $12M.
- Palo Duro Investment Partners has $333M in assets under management (AUM), dropping by 5.76%.
- Central Index Key (CIK): 0001977128
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Portfolio Holdings for Palo Duro Investment Partners
Palo Duro Investment Partners holds 22 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Antero Res (AR) | 20.0 | $67M | -16% | 1.9M | 34.46 |
|
| Gulfport Energy Corp Common Shares (GPOR) | 13.9 | $46M | -20% | 223k | 207.99 |
|
| Chord Energy Corporation Com New (CHRD) | 12.8 | $43M | -20% | 460k | 92.70 |
|
| Baker Hughes Company Cl A (BKR) | 12.4 | $42M | +52% | 912k | 45.54 |
|
| Permian Resources Corp Class A Com (PR) | 11.4 | $38M | +4% | 2.7M | 14.03 |
|
| EQT Corporation (EQT) | 7.8 | $26M | -10% | 483k | 53.60 |
|
| Darling International (DAR) | 6.8 | $23M | NEW | 632k | 36.00 |
|
| California Res Corp Com Stock (CRC) | 5.6 | $19M | +30% | 416k | 44.71 |
|
| Generac Holdings (GNRC) | 4.8 | $16M | NEW | 117k | 136.37 |
|
| Nextpower Class A Com (NXT) | 1.3 | $4.3M | -49% | 49k | 87.11 |
|
| Targa Res Corp (TRGP) | 0.8 | $2.6M | -4% | 14k | 184.50 |
|
| Shoals Technologies Group In Cl A (SHLS) | 0.7 | $2.5M | -48% | 294k | 8.50 |
|
| Devon Energy Corporation (DVN) | 0.7 | $2.2M | NEW | 60k | 36.63 |
|
| Dt Midstream Common Stock (DTM) | 0.2 | $802k | -4% | 6.7k | 119.68 |
|
| Hf Sinclair Corp (DINO) | 0.1 | $487k | -3% | 11k | 46.08 |
|
| Antero Midstream Corp antero midstream (AM) | 0.1 | $419k | -4% | 24k | 17.79 |
|
| Uranium Energy (UEC) | 0.1 | $341k | 29k | 11.68 |
|
|
| Core Natural Resources Com Shs (CNR) | 0.1 | $313k | -2% | 3.5k | 88.51 |
|
| Hess Midstream Cl A Shs (HESM) | 0.1 | $283k | -4% | 8.2k | 34.50 |
|
| Centrus Energy Corp Cl A (LEU) | 0.1 | $260k | 1.1k | 242.76 |
|
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $252k | -2% | 13k | 19.14 |
|
| Peabody Energy (BTU) | 0.1 | $240k | 8.1k | 29.70 |
|
Past Filings by Palo Duro Investment Partners
SEC 13F filings are viewable for Palo Duro Investment Partners going back to 2023
- Palo Duro Investment Partners 2025 Q4 filed Feb. 17, 2026
- Palo Duro Investment Partners 2025 Q3 filed Nov. 14, 2025
- Palo Duro Investment Partners 2025 Q2 filed Aug. 14, 2025
- Palo Duro Investment Partners 2025 Q1 filed May 15, 2025
- Palo Duro Investment Partners 2024 Q4 filed Feb. 14, 2025
- Palo Duro Investment Partners 2024 Q3 filed Nov. 14, 2024
- Palo Duro Investment Partners 2024 Q2 filed Aug. 14, 2024
- Palo Duro Investment Partners 2024 Q1 filed May 15, 2024
- Palo Duro Investment Partners 2023 Q4 filed Feb. 14, 2024
- Palo Duro Investment Partners 2023 Q3 filed Nov. 14, 2023
- Palo Duro Investment Partners 2023 Q2 filed Aug. 7, 2023
- Palo Duro Investment Partners 2023 Q1 filed May 15, 2023