Palo Duro Investment Partners, LP
Palo Duro Investment Partners, LP reported 32 US-listed holdings worth $518.3 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Antero Resources Corp. (18.5%), Gulfport Energy Corp. (11.7%) and Permian Resources Corp. (10.5%). Against the quarter before, it opened 5 positions, added to 17, trimmed 10 and sold out of 2.
The 14 largest of its 32 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +34.5% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 5
- Enphase Energy, Inc. ENPH$32.7 million
- Atlas Energy Solutions Inc. AESI$24.3 million
- Diamondback Energy, Inc. FANG$1.8 million
- Kinetik Holdings Inc. KNTK$212,986
- NextDecade Corp. NEXT$91,536
Added to 17
- Expand Energy Corp. EXE+243,534 shares · +124%
- Antero Resources Corp. AR+616,391 shares · +29%
- Devon Energy Corp. DVN+435,083 shares · +631%
- Darling Ingredients Inc. DAR+109,956 shares · +13%
- Gulfport Energy Corp. GPOR+5,790 shares · +2%
- Targa Resources Corp. TRGP+202 shares · +1%
- PBF Energy Inc. PBF+1,120 shares · +16%
- Centrus Energy Corp. LEU+141 shares · +10%
and 9 more in the table below
Trimmed 10
- Chord Energy Corp. CHRD-94,118 shares · -22%
- Shoals Technologies Group in SHLS-996,220 shares · -61%
- Permian Resources Corp. PR-126,027 shares · -4%
- California Resources Corp. CRC-34,507 shares · -9%
- Baker Hughes Co. BKR-30,888 shares · -3%
- Nextpower Inc. NXT-766 shares · -1%
- Antero Midstream Corp. AM-1,110 shares · -4%
- International Seaways, Inc. INSW-98 shares · -3%
and 2 more in the table below
Sold out of 2
- Generac Holdings Inc. GNRC$24.4 million last quarter
- EQT Corp. EQT$5.6 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Antero Resources Corp. AR | 2.7M | $96.0 million | 18.52% | +616.4K |
| Gulfport Energy Corp. GPOR | 357.9K | $60.7 million | 11.72% | +5.8K |
| Permian Resources Corp. PR | 3.0M | $54.5 million | 10.51% | -126.0K |
| Darling Ingredients Inc. DAR | 988.3K | $54.0 million | 10.42% | +110.0K |
| Baker Hughes Co. BKR | 935.4K | $51.9 million | 10.02% | -30.9K |
| Expand Energy Corp. EXE | 439.5K | $40.1 million | 7.73% | +243.5K |
| Chord Energy Corp. CHRD | 331.1K | $37.8 million | 7.30% | -94.1K |
| Enphase Energy, Inc. ENPH | 663.4K | $32.7 million | 6.30% | new |
| Atlas Energy Solutions Inc. AESI | 1.5M | $24.3 million | 4.69% | new |
| Devon Energy Corp. DVN | 504.0K | $20.8 million | 4.02% | +435.1K |
| California Resources Corp. CRC | 350.7K | $18.5 million | 3.58% | -34.5K |
| Nextpower Inc. NXT | 62.4K | $7.4 million | 1.43% | -766 |
| Shoals Technologies Group in SHLS | 647.5K | $6.4 million | 1.24% | -996.2K |
| Targa Resources Corp. TRGP | 17.6K | $4.7 million | 0.91% | +202 |
| Diamondback Energy, Inc. FANG | 10.0K | $1.8 million | 0.34% | new |
| DT Midstream, Inc. DTM | 8.3K | $1.2 million | 0.24% | +118 |
| HF Sinclair Corp. DINO | 12.8K | $895,002 | 0.17% | +206 |
| Antero Midstream Corp. AM | 27.8K | $631,517 | 0.12% | -1.1K |
| Uranium Energy Corp. UEC | 41.1K | $437,764 | 0.08% | +2.0K |
| Plains GP Holdings LP PAGP | 16.2K | $392,446 | 0.08% | +186 |
| Hess Midstream LP HESM | 10.3K | $387,618 | 0.07% | +363 |
| PBF Energy Inc. PBF | 8.1K | $370,760 | 0.07% | +1.1K |
| Core Natural Resources, Inc. CNR | 4.3K | $340,645 | 0.07% | +118 |
| Centrus Energy Corp. LEU | 1.6K | $261,206 | 0.05% | +141 |
| International Seaways, Inc. INSW | 3.3K | $253,436 | 0.05% | -98 |
| Delek US Holdings, Inc. DK | 4.9K | $248,563 | 0.05% | +45 |
| Peabody Energy Corp. BTU | 10.2K | $236,795 | 0.05% | +415 |
| Par Pacific Holdings, Inc. PARR | 4.1K | $227,180 | 0.04% | -29 |
| Sunococorp LLC C SUNC | 3.2K | $219,048 | 0.04% | -88 |
| Kinetik Holdings Inc. KNTK | 4.4K | $212,986 | 0.04% | new |
| Calumet, Inc. CLMT | 5.8K | $209,816 | 0.04% | +224 |
| NextDecade Corp. NEXT | 12.1K | $91,536 | 0.02% | new |