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, CHRD, BKR, and represent 67.92% of Palo Duro Investment Partners's stock portfolio.
  • Added to shares of these 10 stocks: GPOR (+$27M), EXE (+$22M), DAR (+$15M), SHLS (+$8.9M), PR (+$7.9M), AR (+$7.7M), BKR, NXT, GNRC, TRGP.
  • Started 7 new stock positions in EXE, PBF, CLMT, DK, SUNC, PARR, INSW.
  • Reduced shares in these 3 stocks: EQT (-$25M), CHRD, CRC.
  • Palo Duro Investment Partners was a net buyer of stock by $67M.
  • Palo Duro Investment Partners has $515M in assets under management (AUM), dropping by 54.33%.
  • Central Index Key (CIK): 0001977128

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Portfolio Holdings for Palo Duro Investment Partners

Palo Duro Investment Partners holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Antero Res (AR) 17.4 $90M +9% 2.1M 42.44
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Gulfport Energy Corp Common Shares (GPOR) 14.5 $75M +58% 352k 211.57
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Permian Resources Corp Class A Com (PR) 12.8 $66M +13% 3.1M 21.32
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Chord Energy Corporation Com New (CHRD) 11.7 $61M -7% 425k 142.18
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Baker Hughes Company Cl A (BKR) 11.5 $59M +6% 966k 61.05
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Darling International (DAR) 10.6 $54M +38% 878k 61.85
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California Res Corp Com Stock (CRC) 5.2 $27M -7% 385k 69.22
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Generac Holdings (GNRC) 4.7 $24M +6% 125k 195.33
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Chesapeake Energy Corp (EXE) 4.2 $22M NEW 196k 109.78
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Shoals Technologies Group In Cl A (SHLS) 2.1 $11M +458% 1.6M 6.58
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Nextpower Class A Com (NXT) 1.5 $7.6M +29% 63k 120.55
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EQT Corporation (EQT) 1.1 $5.6M -81% 88k 63.64
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Targa Res Corp (TRGP) 0.8 $4.4M +21% 17k 250.73
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Devon Energy Corporation (DVN) 0.7 $3.5M +14% 69k 50.32
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Dt Midstream Common Stock (DTM) 0.2 $1.1M +22% 8.2k 134.67
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Hf Sinclair Corp (DINO) 0.2 $789k +19% 13k 62.39
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Antero Midstream Corp antero midstream (AM) 0.1 $658k +22% 29k 22.80
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Uranium Energy (UEC) 0.1 $528k +33% 39k 13.50
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Core Natural Resources Com Shs (CNR) 0.1 $434k +17% 4.1k 104.73
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) 0.1 $388k +21% 16k 24.28
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Hess Midstream Cl A Shs (HESM) 0.1 $387k +21% 9.9k 38.87
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Pbf Energy Cl A (PBF) 0.1 $335k NEW 7.0k 47.62
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Peabody Energy (BTU) 0.1 $324k +21% 9.8k 32.95
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Par Pac Holdings Com New (PARR) 0.0 $256k NEW 4.1k 62.64
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International Seaways (INSW) 0.0 $248k NEW 3.4k 72.88
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Centrus Energy Corp Cl A (LEU) 0.0 $246k +31% 1.4k 173.59
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Delek Us Holdings (DK) 0.0 $219k NEW 4.8k 45.07
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Sunococorp Com Shs Llc (SUNC) 0.0 $205k NEW 3.3k 61.65
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Calumet (CLMT) 0.0 $201k NEW 5.6k 35.90
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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