Palo Duro Investment Partners as of Dec. 31, 2025
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 | 1.9M | 34.46 | |
| Gulfport Energy Corp Common Shares (GPOR) | 13.9 | $46M | 223k | 207.99 | |
| Chord Energy Corporation Com New (CHRD) | 12.8 | $43M | 460k | 92.70 | |
| Baker Hughes Company Cl A (BKR) | 12.4 | $42M | 912k | 45.54 | |
| Permian Resources Corp Class A Com (PR) | 11.4 | $38M | 2.7M | 14.03 | |
| EQT Corporation (EQT) | 7.8 | $26M | 483k | 53.60 | |
| Darling International (DAR) | 6.8 | $23M | 632k | 36.00 | |
| California Res Corp Com Stock (CRC) | 5.6 | $19M | 416k | 44.71 | |
| Generac Holdings (GNRC) | 4.8 | $16M | 117k | 136.37 | |
| Nextpower Class A Com (NXT) | 1.3 | $4.3M | 49k | 87.11 | |
| Targa Res Corp (TRGP) | 0.8 | $2.6M | 14k | 184.50 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.7 | $2.5M | 294k | 8.50 | |
| Devon Energy Corporation (DVN) | 0.7 | $2.2M | 60k | 36.63 | |
| Dt Midstream Common Stock (DTM) | 0.2 | $802k | 6.7k | 119.68 | |
| Hf Sinclair Corp (DINO) | 0.1 | $487k | 11k | 46.08 | |
| Antero Midstream Corp antero midstream (AM) | 0.1 | $419k | 24k | 17.79 | |
| Uranium Energy (UEC) | 0.1 | $341k | 29k | 11.68 | |
| Core Natural Resources Com Shs (CNR) | 0.1 | $313k | 3.5k | 88.51 | |
| Hess Midstream Cl A Shs (HESM) | 0.1 | $283k | 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 | 13k | 19.14 | |
| Peabody Energy (BTU) | 0.1 | $240k | 8.1k | 29.70 |
