Palo Duro Investment Partners, LP — 13F Holdings & Portfolio
CIK 1977128 · latest 13F-HR filed 2026-08-14
Palo Duro Investment Partners, LP manages $518.3M in 13F-reported U.S. long-equity assets across 32 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AR (18.52%), GPOR (11.72%), PR (10.51%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 2, added to 10, and trimmed 10.
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.
SUITE 2640
CHICAGO, IL 60606
$518.3M
Long-equity book
32
Distinct positions
2026-06-30
Filed 2026-08-14
+5 / −2 / ↑10 / ↓10
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXPAND ENERGY CORPORATION$18.6M +86.3%
- DEVON ENERGY CORP NEW$17.4M +500.6%
- ANTERO RESOURCES CORP$6.2M +6.9%
- TARGA RES CORP$356.5K +8.2%
- DT MIDSTREAM INC$116.6K +10.5%
Top Trims
- CHORD ENERGY CORPORATION-$22.6M -37.4%
- GULFPORT ENERGY CORP-$13.8M -18.5%
- PERMIAN RESOURCES CORP-$11.3M -17.2%
- CALIFORNIA RES CORP-$8.1M -30.5%
- BAKER HUGHES COMPANY-$7.1M -12.0%
New Positions
- ENPHASE ENERGY INC$32.7M
- ATLAS ENERGY SOLUTIONS INC$24.3M
- DIAMONDBACK ENERGY INC$1.8M
- KINETIK HOLDINGS INC$213.0K
- NEXTDECADE CORP$91.5K
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 | $96.0M | 18.52% | 2,731,503 | SH |
| 2 | GULFPORT ENERGY CORP | GPOR | 402635502 | $60.7M | 11.72% | 357,893 | SH |
| 3 | PERMIAN RESOURCES CORP | PR | 71424F105 | $54.5M | 10.51% | 2,959,965 | SH |
| 4 | DARLING INGREDIENTS INC | DAR | 237266101 | $54.0M | 10.42% | 988,289 | SH |
| 5 | BAKER HUGHES COMPANY | BKR | 05722G100 | $51.9M | 10.02% | 935,361 | SH |
| 6 | EXPAND ENERGY CORPORATION | EXE | 165167735 | $40.1M | 7.73% | 439,476 | SH |
| 7 | CHORD ENERGY CORPORATION | CHRD | 674215207 | $37.8M | 7.30% | 331,056 | SH |
| 8 | ENPHASE ENERGY INC | ENPH | 29355A107 | $32.7M | 6.30% | 663,389 | SH |
| 9 | ATLAS ENERGY SOLUTIONS INC | AESI | 642045108 | $24.3M | 4.69% | 1,462,748 | SH |
| 10 | DEVON ENERGY CORP NEW | DVN | 25179M103 | $20.8M | 4.02% | 503,984 | SH |
| 11 | CALIFORNIA RES CORP | CRC | 13057Q305 | $18.5M | 3.58% | 350,657 | SH |
| 12 | NEXTPOWER INC | NXT | 65290E101 | $7.4M | 1.43% | 62,368 | SH |
| 13 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 82489W107 | $6.4M | 1.24% | 647,469 | SH |
| 14 | TARGA RES CORP | TRGP | 87612G101 | $4.7M | 0.91% | 17,565 | SH |
| 15 | DIAMONDBACK ENERGY INC | FANG | 25278X109 | $1.8M | 0.34% | 9,997 | SH |
| 16 | DT MIDSTREAM INC | DTM | 23345M107 | $1.2M | 0.24% | 8,341 | SH |
| 17 | HF SINCLAIR CORP | DINO | 403949100 | $895.0K | 0.17% | 12,850 | SH |
| 18 | ANTERO MIDSTREAM CORP | AM | 03676B102 | $631.5K | 0.12% | 27,759 | SH |
| 19 | URANIUM ENERGY CORP | UEC | 916896103 | $437.8K | 0.08% | 41,066 | SH |
| 20 | PLAINS GP HLDGS L P | PAGP | 72651A207 | $392.4K | 0.08% | 16,170 | SH |
| 21 | HESS MIDSTREAM LP | HESM | 428103105 | $387.6K | 0.07% | 10,309 | SH |
| 22 | PBF ENERGY INC | PBF | 69318G106 | $370.8K | 0.07% | 8,145 | SH |
| 23 | CORE NATURAL RESOURCES INC | CNR | 218937100 | $340.6K | 0.07% | 4,257 | SH |
| 24 | CENTRUS ENERGY CORP | LEU | 15643U104 | $261.2K | 0.05% | 1,556 | SH |
| 25 | INTERNATIONAL SEAWAYS INC | INSW | Y41053102 | $253.4K | 0.05% | 3,309 | SH |
| 26 | DELEK US HLDGS INC NEW | DK | 24665A103 | $248.6K | 0.05% | 4,892 | SH |
| 27 | PEABODY ENGR CORP | BTU | 704551100 | $236.8K | 0.05% | 10,242 | SH |
| 28 | PAR PAC HOLDINGS INC | PARR | 69888T207 | $227.2K | 0.04% | 4,051 | SH |
| 29 | SUNOCOCORP LLC | SUNC | 86765Q106 | $219.0K | 0.04% | 3,237 | SH |
| 30 | KINETIK HOLDINGS INC | KNTK | 02215L209 | $213.0K | 0.04% | 4,406 | SH |
| 31 | CALUMET INC | CLMT | 131428104 | $209.8K | 0.04% | 5,825 | SH |
| 32 | NEXTDECADE CORP | NEXT | 65342K105 | $91.5K | 0.02% | 12,140 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $518.3M | 32 | 0001214659-26-010379 |
| 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 |