Q1 2026 · 13F-HR
Palo Duro Investment Partners, LPholdings as filed
Filed 2026-05-15 · accession 0001214659-26-006465
$514.6M
Reported value
29
Positions
2026-03-31
Period end
The Brief · Palo Duro Investment Partners, LP · Q1 2026
AI · grounded in 13F
Palo Duro Investment Partners, LP established a new position in Expand Energy Corporation valued at $21.5M. The fund significantly reduced its stake in EQT by 81.8%. Other notable activity includes increasing holdings in GPOR by 58.2% and DAR by 39%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03674X106 | AR | ANTERO RESOURCES CORP | $89.8M | 17.4% | 2,115,112 | Common | SOLE |
| 402635502 | GPOR | GULFPORT ENERGY CORP | $74.5M | 14.5% | 352,103 | Common | SOLE |
| 71424F105 | PR | PERMIAN RESOURCES CORP | $65.8M | 12.8% | 3,085,992 | Common | SOLE |
| 674215207 | CHRD | CHORD ENERGY CORPORATION | $60.5M | 11.7% | 425,174 | Common | SOLE |
| 05722G100 | BKR | BAKER HUGHES COMPANY | $59.0M | 11.5% | 966,249 | Common | SOLE |
| 237266101 | DAR | DARLING INGREDIENTS INC | $54.3M | 10.6% | 878,333 | Common | SOLE |
| 13057Q305 | CRC | CALIFORNIA RES CORP | $26.7M | 5.18% | 385,164 | Common | SOLE |
| 368736104 | GNRC | GENERAC HLDGS INC | $24.4M | 4.75% | 125,130 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORPORATION | $21.5M | 4.18% | 195,942 | Common | SOLE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $10.8M | 2.10% | 1,643,689 | Common | SOLE |
| 65290E101 | NXT | NEXTPOWER INC | $7.6M | 1.48% | 63,134 | Common | SOLE |
| 26884L109 | EQT | EQT CORP | $5.6M | 1.09% | 87,840 | Common | SOLE |
| 87612G101 | TRGP | TARGA RES CORP | $4.4M | 0.85% | 17,363 | Common | SOLE |
| 25179M103 | DVN | DEVON ENERGY CORP NEW | $3.5M | 0.67% | 68,901 | Common | SOLE |
| 23345M107 | DTM | DT MIDSTREAM INC | $1.1M | 0.22% | 8,223 | Common | SOLE |
| 403949100 | DINO | HF SINCLAIR CORP | $788,859 | 0.15% | 12,644 | Common | SOLE |
| 03676B102 | AM | ANTERO MIDSTREAM CORP | $658,213 | 0.13% | 28,869 | Common | SOLE |
| 916896103 | UEC | URANIUM ENERGY CORP | $527,864 | 0.10% | 39,101 | Common | SOLE |
| 218937100 | CNR | CORE NATURAL RESOURCES INC | $433,477 | 0.08% | 4,139 | Common | SOLE |
| 72651A207 | PAGP | PLAINS GP HLDGS L P | $388,092 | 0.08% | 15,984 | Common | SOLE |
| 428103105 | HESM | HESS MIDSTREAM LP | $386,601 | 0.08% | 9,946 | Common | SOLE |
| 69318G106 | PBF | PBF ENERGY INC | $334,530 | 0.07% | 7,025 | Common | SOLE |
| 704551100 | BTU | PEABODY ENGR CORP | $323,800 | 0.06% | 9,827 | Common | SOLE |
| 69888T207 | PARR | PAR PAC HOLDINGS INC | $255,571 | 0.05% | 4,080 | Common | SOLE |
| Y41053102 | INSW | INTERNATIONAL SEAWAYS INC | $248,302 | 0.05% | 3,407 | Common | SOLE |
| 15643U104 | LEU | CENTRUS ENERGY CORP | $245,630 | 0.05% | 1,415 | Common | SOLE |
| 24665A103 | DK | DELEK US HLDGS INC NEW | $218,454 | 0.04% | 4,847 | Common | SOLE |
| 86765Q106 | SUNC | SUNOCOCORP LLC | $204,986 | 0.04% | 3,325 | Common | SOLE |
| 131428104 | CLMT | CALUMET INC | $201,076 | 0.04% | 5,601 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.