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Palo Duro Investment Partners, LP
hedge fundUpdated 27 days agoManaged by Palo Duro Investment Partners, Lp • Latest filing Q2 2026
Portfolio value
$518.3M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
3.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $301.8M |
| Q2 2023 | $305.3M |
| Q3 2023 | $363.2M |
| Q4 2023 | $307.4M |
| Q1 2024 | $362.7M |
| Q2 2024 | $363.1M |
| Q3 2024 | $331.5M |
| Q4 2024 | $342.2M |
| Q1 2025 | $330.9M |
| Q2 2025 | $302.9M |
| Q3 2025 | $315.3M |
| Q4 2025 | $333.4M |
| Q1 2026 | $514.6M |
| Q2 2026 | $518.3M |
Top holdings
32 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AR ANTERO RESOURCES CORP | $96M | 2.73M | 18.52% | — |
| 2 | G GPOR GULFPORT ENERGY CORP | $60.7M | 357.9K | 11.72% | — |
| 3 | P PR PERMIAN RESOURCES CORP | $54.5M | 2.96M | 10.51% | — |
| 4 | D DAR DARLING INGREDIENTS INC | $54M | 988.3K | 10.41% | — |
| 5 | B BKR BAKER HUGHES COMPANY | $51.9M | 935.4K | 10.02% | — |
| 6 | E EXE EXPAND ENERGY CORPORATION | $40.1M | 439.5K | 7.73% | — |
| 7 | C CHRD CHORD ENERGY CORPORATION | $37.8M | 331.1K | 7.30% | — |
| 8 | E ENPH ENPHASE ENERGY INC | $32.7M | 663.4K | 6.30% | — |
| 9 | A AESI ATLAS ENERGY SOLUTIONS INC | $24.3M | 1.46M | 4.69% | — |
| 10 | D DVN DEVON ENERGY CORP NEW | $20.8M | 504.0K | 4.02% | — |
| 11 | C CRC CALIFORNIA RES CORP | $18.5M | 350.7K | 3.58% | — |
| 12 | N NXT NEXTPOWER INC | $7.4M | 62.4K | 1.43% | — |
| 13 | S SHLS SHOALS TECHNOLOGIES GROUP IN | $6.4M | 647.5K | 1.24% | — |
| 14 | T TRGP TARGA RES CORP | $4.7M | 17.6K | 0.91% | — |
| 15 | F FANG DIAMONDBACK ENERGY INC | $1.8M | 10.0K | 0.34% | — |
| 16 | D DTM DT MIDSTREAM INC | $1.2M | 8.3K | 0.24% | — |
| 17 | D DINO HF SINCLAIR CORP | $895K | 12.8K | 0.17% | — |
| 18 | A AM ANTERO MIDSTREAM CORP | $632K | 27.8K | 0.12% | — |
| 19 | U UEC URANIUM ENERGY CORP | $438K | 41.1K | 0.08% | — |
| 20 | P PAGP PLAINS GP HLDGS L P | $392K | 16.2K | 0.08% | — |