Palo Duro Investment Partners, LP 13F Holdings · Q2 2026
Palo Duro Investment Partners, LP reported 32 securities worth $518.29M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AR (18.52%), GPOR (11.72%), PR (10.51%). Among its top 25 positions this quarter: 3 new, 15 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AR | ANTERO RESOURCES CORP | $96.0M | 18.52% | 2.7M | Added |
| 2 | GPOR | GULFPORT ENERGY CORP | $60.7M | 11.72% | 357,893 | Added |
| 3 | PR | PERMIAN RESOURCES CORP | $54.5M | 10.51% | 3.0M | Trimmed |
| 4 | DAR | DARLING INGREDIENTS INC | $54.0M | 10.42% | 988,289 | Added |
| 5 | BKR | BAKER HUGHES COMPANY | $51.9M | 10.02% | 935,361 | Trimmed |
| 6 | EXE | EXPAND ENERGY CORPORATION | $40.1M | 7.73% | 439,476 | Added |
| 7 | CHRD | CHORD ENERGY CORPORATION | $37.8M | 7.30% | 331,056 | Trimmed |
| 8 | ENPH | ENPHASE ENERGY INC | $32.7M | 6.30% | 663,389 | New |
| 9 | AESI | ATLAS ENERGY SOLUTIONS INC | $24.3M | 4.69% | 1.5M | New |
| 10 | DVN | DEVON ENERGY CORP NEW | $20.8M | 4.02% | 503,984 | Added |
| 11 | CRC | CALIFORNIA RES CORP | $18.5M | 3.58% | 350,657 | Trimmed |
| 12 | NXT | NEXTPOWER INC | $7.4M | 1.43% | 62,368 | Trimmed |
| 13 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $6.4M | 1.24% | 647,469 | Trimmed |
| 14 | TRGP | TARGA RES CORP | $4.7M | 0.91% | 17,565 | Added |
| 15 | FANG | DIAMONDBACK ENERGY INC | $1.8M | 0.34% | 9,997 | New |
| 16 | DTM | DT MIDSTREAM INC | $1.2M | 0.24% | 8,341 | Added |
| 17 | DINO | HF SINCLAIR CORP | $895,002 | 0.17% | 12,850 | Added |
| 18 | AM | ANTERO MIDSTREAM CORP | $631,517 | 0.12% | 27,759 | Trimmed |
| 19 | PAGP | PLAINS GP HLDGS L P | $392,446 | 0.08% | 16,170 | Added |
| 20 | UEC | URANIUM ENERGY CORP | $437,764 | 0.08% | 41,066 | Added |
| 21 | CNR | CORE NATURAL RESOURCES INC | $340,645 | 0.07% | 4,257 | Added |
| 22 | HESM | HESS MIDSTREAM LP | $387,618 | 0.07% | 10,309 | Added |
| 23 | PBF | PBF ENERGY INC | $370,760 | 0.07% | 8,145 | Added |
| 24 | BTU | PEABODY ENGR CORP | $236,795 | 0.05% | 10,242 | Added |
| 25 | DK | DELEK US HLDGS INC NEW | $248,563 | 0.05% | 4,892 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR