Palo Duro Investment Partners, LP
Palo Duro Investment Partners, LP reported 32 holdings worth US$518M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Palo Duro Investment Partners, LP reported 32 holdings worth US$518M as of Jun 30, 2026. Largest: Antero Resources Corporation, Gulfport Energy Corporation and Permian Resources Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 32
- Value as reported
- US$518M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Antero Resources Corporation | 2.73M | US$96M | 18.5% |
| Gulfport Energy Corporation | 358K | US$60.7M | 11.7% |
| Permian Resources Corporation | 2.96M | US$54.5M | 10.5% |
| Darling Ingredients Inc. | 988K | US$54M | 10.4% |
| Baker Hughes Company | 935K | US$51.9M | 10.0% |
| Expand Energy Corporation | 439K | US$40.1M | 7.7% |
| Chord Energy Corporation | 331K | US$37.8M | 7.3% |
| Enphase Energy, Inc. | 663K | US$32.7M | 6.3% |
| Atlas Energy Solutions Inc. | 1.46M | US$24.3M | 4.7% |
| Devon Energy Corporation | 504K | US$20.8M | 4.0% |
| California Resources Corporation | 351K | US$18.5M | 3.6% |
| Nextpower Inc. | 62,368 | US$7.43M | 1.4% |
| Shoals Technologies Group, Inc. | 647K | US$6.41M | 1.2% |
| Targa Resources, Inc. | 17,565 | US$4.71M | 0.91% |
| Diamondback Energy, Inc. | 9,997 | US$1.76M | 0.34% |
| Dt Midstream, Inc. | 8,341 | US$1.22M | 0.24% |
| Hf Sinclair Corporation | 12,850 | US$895K | 0.17% |
| Antero Midstream Corporation | 27,759 | US$632K | 0.12% |
| Uranium Energy Corp. | 41,066 | US$438K | 0.08% |
| Plains Gp Holdings, L.p. | 16,170 | US$392K | 0.08% |
| Hess Midstream Lp | 10,309 | US$388K | 0.07% |
| Pbf Energy Inc. | 8,145 | US$371K | 0.07% |
| Core Natural Resources, Inc. | 4,257 | US$341K | 0.07% |
| Centrus Energy Corp. | 1,556 | US$261K | 0.05% |
| International Seaways, Inc. | 3,309 | US$253K | 0.05% |
| Delek Us Holdings, Inc. | 4,892 | US$249K | 0.05% |
| Peabody Energy Corporation | 10,242 | US$237K | 0.05% |
| Par Pacific Holdings, Inc. Common Stock | 4,051 | US$227K | 0.04% |
| Sunococorp Llc | 3,237 | US$219K | 0.04% |
| Kinetik Holdings Inc. | 4,406 | US$213K | 0.04% |
| Calumet, Inc | 5,825 | US$210K | 0.04% |
| Nextdecade Corporation | 12,140 | US$91,536 | 0.02% |
| Eqt Corporation | 0 | US$0 | 0.00% |
| Generac Holdings Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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