Palo Duro Investment Partners

Palo Duro Investment Partners as of March 31, 2026

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