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, PR, DAR, BKR, and represent 61.18% of Palo Duro Investment Partners's stock portfolio.
  • Added to shares of these 10 stocks: ENPH (+$33M), AESI (+$24M), EXE (+$22M), AR (+$22M), DVN (+$18M), DAR (+$6.0M), FANG, GPOR, KNTK, NEXT.
  • Started 5 new stock positions in ENPH, FANG, NEXT, KNTK, AESI.
  • Reduced shares in these 10 stocks: GNRC (-$24M), CHRD (-$11M), SHLS (-$9.9M), , PR, CRC, BKR, NXT, AM, INSW.
  • Sold out of its positions in EQT, GNRC.
  • Palo Duro Investment Partners was a net buyer of stock by $71M.
  • Palo Duro Investment Partners has $518M in assets under management (AUM), dropping by 0.72%.
  • Central Index Key (CIK): 0001977128

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Portfolio Holdings for Palo Duro Investment Partners

Palo Duro Investment Partners holds 32 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Antero Res (AR) 18.5 $96M +29% 2.7M 35.14
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Gulfport Energy Corp Common Shares (GPOR) 11.7 $61M 358k 169.70
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Permian Resources Corp Class A Com (PR) 10.5 $55M -4% 3.0M 18.41
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Darling International (DAR) 10.4 $54M +12% 988k 54.62
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Baker Hughes Company Cl A (BKR) 10.0 $52M -3% 935k 55.50
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Chesapeake Energy Corp (EXE) 7.7 $40M +124% 440k 91.19
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Chord Energy Corporation Com New (CHRD) 7.3 $38M -22% 331k 114.30
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4068594 Enphase Energy (ENPH) 6.3 $33M NEW 663k 49.24
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Atlas Energy Solutions Com New (AESI) 4.7 $24M NEW 1.5M 16.61
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Devon Energy Corporation (DVN) 4.0 $21M +631% 504k 41.32
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California Res Corp Com Stock (CRC) 3.6 $19M -8% 351k 52.87
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Nextpower Class A Com (NXT) 1.4 $7.4M 62k 119.14
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Shoals Technologies Group In Cl A (SHLS) 1.2 $6.4M -60% 648k 9.90
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Targa Res Corp (TRGP) 0.9 $4.7M 18k 268.14
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Diamondback Energy (FANG) 0.3 $1.8M NEW 10k 175.78
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Dt Midstream Common Stock (DTM) 0.2 $1.2M 8.3k 146.74
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Hf Sinclair Corp (DINO) 0.2 $895k 13k 69.65
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Antero Midstream Corp antero midstream (AM) 0.1 $632k -3% 28k 22.75
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Uranium Energy (UEC) 0.1 $438k +5% 41k 10.66
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $392k 16k 24.27
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Hess Midstream Cl A Shs (HESM) 0.1 $388k +3% 10k 37.60
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Pbf Energy Cl A (PBF) 0.1 $371k +15% 8.1k 45.52
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Core Natural Resources Com Shs (CNR) 0.1 $341k +2% 4.3k 80.02
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Centrus Energy Corp Cl A (LEU) 0.1 $261k +9% 1.6k 167.87
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International Seaways (INSW) 0.0 $253k -2% 3.3k 76.59
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Delek Us Holdings (DK) 0.0 $249k 4.9k 50.81
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Peabody Energy (BTU) 0.0 $237k +4% 10k 23.12
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Par Pac Holdings Com New (PARR) 0.0 $227k 4.1k 56.08
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Sunococorp Com Shs Llc (SUNC) 0.0 $219k -2% 3.2k 67.67
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Kinetik Holdings Com New Cl A (KNTK) 0.0 $213k NEW 4.4k 48.34
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Calumet (CLMT) 0.0 $210k +3% 5.8k 36.02
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Nextdecade Corp (NEXT) 0.0 $92k NEW 12k 7.54
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Past Filings by Palo Duro Investment Partners

SEC 13F filings are viewable for Palo Duro Investment Partners going back to 2023