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Palo Duro Investment Partners, LP — 13F Holdings & Portfolio

CIK 1977128 · latest 13F-HR filed 2026-05-15

Backtest portfolio

Palo Duro Investment Partners, LP manages $514.6M in 13F-reported U.S. long-equity assets across 29 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AR (17.44%), GPOR (14.48%), PR (12.79%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 0, added to 20, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$514.6M

Long-equity book

Holdings

29

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+7 / −0 / ↑20 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DARLING INGREDIENTS INC$31.6M +138.8%
  • GULFPORT ENERGY CORP$28.2M +60.9%
  • PERMIAN RESOURCES CORP$27.7M +72.5%
  • ANTERO RESOURCES CORP$23.1M +34.7%
  • CHORD ENERGY CORPORATION$17.8M +41.8%
Show all 20 →

Top Trims

  • EQT CORP-$20.3M -78.4%
  • CENTRUS ENERGY CORP-$14.6K -5.6%
Show all 2 →

New Positions

  • EXPAND ENERGY CORPORATION$21.5M
  • PBF ENERGY INC$334.5K
  • PAR PAC HOLDINGS INC$255.6K
  • INTERNATIONAL SEAWAYS INC$248.3K
  • DELEK US HLDGS INC NEW$218.5K
Show all 7 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ANTERO RESOURCES CORP AR 03674X106 $89.8M 17.44% 2,115,112 SH
2 GULFPORT ENERGY CORP GPOR 402635502 $74.5M 14.48% 352,103 SH
3 PERMIAN RESOURCES CORP PR 71424F105 $65.8M 12.79% 3,085,992 SH
4 CHORD ENERGY CORPORATION CHRD 674215207 $60.5M 11.75% 425,174 SH
5 BAKER HUGHES COMPANY BKR 05722G100 $59.0M 11.46% 966,249 SH
6 DARLING INGREDIENTS INC DAR 237266101 $54.3M 10.56% 878,333 SH
7 CALIFORNIA RES CORP CRC 13057Q305 $26.7M 5.18% 385,164 SH
8 GENERAC HLDGS INC GNRC 368736104 $24.4M 4.75% 125,130 SH
9 EXPAND ENERGY CORPORATION EXE 165167735 $21.5M 4.18% 195,942 SH
10 SHOALS TECHNOLOGIES GROUP IN SHLS 82489W107 $10.8M 2.10% 1,643,689 SH
11 NEXTPOWER INC NXT 65290E101 $7.6M 1.48% 63,134 SH
12 EQT CORP EQT 26884L109 $5.6M 1.09% 87,840 SH
13 TARGA RES CORP TRGP 87612G101 $4.4M 0.85% 17,363 SH
14 DEVON ENERGY CORP NEW DVN 25179M103 $3.5M 0.67% 68,901 SH
15 DT MIDSTREAM INC DTM 23345M107 $1.1M 0.22% 8,223 SH
16 HF SINCLAIR CORP DINO 403949100 $788.9K 0.15% 12,644 SH
17 ANTERO MIDSTREAM CORP AM 03676B102 $658.2K 0.13% 28,869 SH
18 URANIUM ENERGY CORP UEC 916896103 $527.9K 0.10% 39,101 SH
19 CORE NATURAL RESOURCES INC CNR 218937100 $433.5K 0.08% 4,139 SH
20 PLAINS GP HLDGS L P PAGP 72651A207 $388.1K 0.08% 15,984 SH
21 HESS MIDSTREAM LP HESM 428103105 $386.6K 0.08% 9,946 SH
22 PBF ENERGY INC PBF 69318G106 $334.5K 0.07% 7,025 SH
23 PEABODY ENGR CORP BTU 704551100 $323.8K 0.06% 9,827 SH
24 PAR PAC HOLDINGS INC PARR 69888T207 $255.6K 0.05% 4,080 SH
25 INTERNATIONAL SEAWAYS INC INSW Y41053102 $248.3K 0.05% 3,407 SH
26 CENTRUS ENERGY CORP LEU 15643U104 $245.6K 0.05% 1,415 SH
27 DELEK US HLDGS INC NEW DK 24665A103 $218.5K 0.04% 4,847 SH
28 SUNOCOCORP LLC SUNC 86765Q106 $205.0K 0.04% 3,325 SH
29 CALUMET INC CLMT 131428104 $201.1K 0.04% 5,601 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $514.6M 29 0001214659-26-006465
2025-12-31 2026-02-17 $333.4M 22 0001214659-26-001976
2025-09-30 2025-11-14 $315.3M 21 0001214659-25-016631