Palo Duro Investment Partners as of June 30, 2026
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 | 2.7M | 35.14 | |
| Gulfport Energy Corp Common Shares (GPOR) | 11.7 | $61M | 358k | 169.70 | |
| Permian Resources Corp Class A Com (PR) | 10.5 | $55M | 3.0M | 18.41 | |
| Darling International (DAR) | 10.4 | $54M | 988k | 54.62 | |
| Baker Hughes Company Cl A (BKR) | 10.0 | $52M | 935k | 55.50 | |
| Chesapeake Energy Corp (EXE) | 7.7 | $40M | 440k | 91.19 | |
| Chord Energy Corporation Com New (CHRD) | 7.3 | $38M | 331k | 114.30 | |
| 4068594 Enphase Energy (ENPH) | 6.3 | $33M | 663k | 49.24 | |
| Atlas Energy Solutions Com New (AESI) | 4.7 | $24M | 1.5M | 16.61 | |
| Devon Energy Corporation (DVN) | 4.0 | $21M | 504k | 41.32 | |
| California Res Corp Com Stock (CRC) | 3.6 | $19M | 351k | 52.87 | |
| Nextpower Class A Com (NXT) | 1.4 | $7.4M | 62k | 119.14 | |
| Shoals Technologies Group In Cl A (SHLS) | 1.2 | $6.4M | 648k | 9.90 | |
| Targa Res Corp (TRGP) | 0.9 | $4.7M | 18k | 268.14 | |
| Diamondback Energy (FANG) | 0.3 | $1.8M | 10k | 175.78 | |
| Dt Midstream Common Stock (DTM) | 0.2 | $1.2M | 8.3k | 146.74 | |
| Hf Sinclair Corp (DINO) | 0.2 | $895k | 13k | 69.65 | |
| Antero Midstream Corp antero midstream (AM) | 0.1 | $632k | 28k | 22.75 | |
| Uranium Energy (UEC) | 0.1 | $438k | 41k | 10.66 | |
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $392k | 16k | 24.27 | |
| Hess Midstream Cl A Shs (HESM) | 0.1 | $388k | 10k | 37.60 | |
| Pbf Energy Cl A (PBF) | 0.1 | $371k | 8.1k | 45.52 | |
| Core Natural Resources Com Shs (CNR) | 0.1 | $341k | 4.3k | 80.02 | |
| Centrus Energy Corp Cl A (LEU) | 0.1 | $261k | 1.6k | 167.87 | |
| International Seaways (INSW) | 0.0 | $253k | 3.3k | 76.59 | |
| Delek Us Holdings (DK) | 0.0 | $249k | 4.9k | 50.81 | |
| Peabody Energy (BTU) | 0.0 | $237k | 10k | 23.12 | |
| Par Pac Holdings Com New (PARR) | 0.0 | $227k | 4.1k | 56.08 | |
| Sunococorp Com Shs Llc (SUNC) | 0.0 | $219k | 3.2k | 67.67 | |
| Kinetik Holdings Com New Cl A (KNTK) | 0.0 | $213k | 4.4k | 48.34 | |
| Calumet (CLMT) | 0.0 | $210k | 5.8k | 36.02 | |
| Nextdecade Corp (NEXT) | 0.0 | $92k | 12k | 7.54 |
