Back to Palo Duro Investment Partners, LP
Palo Duro Investment Partners, LP
Q2 2026 13F filing
Updated 27 days ago32 disclosed positions worth $518.3M
Portfolio value
$518.3M
Total holdings
32
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in 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% | — |
| 21 | H HESM HESS MIDSTREAM LP | $388K | 10.3K | 0.07% | — |
| 22 | P PBF PBF ENERGY INC | $371K | 8.1K | 0.07% | — |
| 23 | G GLW CORE NATURAL RESOURCES INC | $341K | 4.3K | 0.07% | — |
| 24 | L LEU CENTRUS ENERGY CORP | $261K | 1.6K | 0.05% | — |
| 25 | I IBM INTERNATIONAL SEAWAYS INC | $253K | 3.3K | 0.05% | — |
| 26 | D DK DELEK US HLDGS INC NEW | $249K | 4.9K | 0.05% | — |
| 27 | B BTU PEABODY ENGR CORP | $237K | 10.2K | 0.05% | — |
| 28 | P PARR PAR PAC HOLDINGS INC | $227K | 4.1K | 0.04% | — |
| 29 | S SUNC SUNOCOCORP LLC | $219K | 3.2K | 0.04% | — |
| 30 | K KNTK KINETIK HOLDINGS INC | $213K | 4.4K | 0.04% | — |
| 31 | C CLMT CALUMET INC | $210K | 5.8K | 0.04% | — |
| 32 | N NEXT NEXTDECADE CORP | $92K | 12.1K | 0.02% | — |