Institutional
Palo Duro Investment Partners, LP
CIK 0001977128
$514.6M
Reported AUM
29
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AR | ANTERO RESOURCES CORP | $35.13 | 3.69% | 0.62% | 146.94% | $89.8M | 17.44% | — | HELD |
| 2 | GPOR | GULFPORT ENERGY CORP | $156.83 | 2.24% | -6.76% | 134.56% | $74.5M | 14.48% | — | HELD |
| 3 | PR | PERMIAN RESOURCES CORP | $20.75 | 5.17% | 58.14% | 369.58% | $65.8M | 12.79% | — | HELD |
| 4 | CHRD | CHORD ENERGY CORPORATION | $136.47 | 5.95% | 35.01% | 143.04% | $60.5M | 11.75% | — | HELD |
| 5 | BKR | BAKER HUGHES COMPANY | $58.73 | 0.46% | 37.29% | 188.06% | $59.0M | 11.46% | — | HELD |
| 6 | DAR | DARLING INGREDIENTS INC | $58.62 | 0.34% | 85.60% | -21.55% | $54.3M | 10.56% | — | HELD |
| 7 | CRC | CALIFORNIA RES CORP | $50.59 | 2.62% | 11.29% | 66.87% | $26.7M | 5.18% | — | HELD |
| 8 | GNRC | GENERAC HLDGS INC | $195.16 | -0.22% | 0.81% | -55.33% | $24.4M | 4.75% | — | HELD |
| 9 | EXE | EXPAND ENERGY CORPORATION | $92.46 | 4.45% | -10.40% | 99.07% | $21.5M | 4.18% | — | HELD |
| 10 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $7.94 | -7.03% | 53.88% | -75.62% | $10.8M | 2.10% | — | HELD |
| 11 | NXT | NEXTPOWER INC | $92.67 | -2.81% | 65.56% | 158.07% | $7.6M | 1.48% | — | HELD |
| 12 | EQT | EQT CORP | $52.58 | 1.79% | -0.14% | 201.73% | $5.6M | 1.09% | — | HELD |
| 13 | TRGP | TARGA RES CORP | $264.67 | 1.15% | 65.17% | 566.55% | $4.4M | 0.85% | — | HELD |
| 14 | DVN | DEVON ENERGY CORP NEW | $44.46 | 4.22% | 36.18% | 84.91% | $3.5M | 0.67% | — | HELD |
| 15 | DTM | DT MIDSTREAM INC | $135.95 | -1.56% | 32.26% | 261.40% | $1.1M | 0.22% | — | HELD |
| 16 | DINO | HF SINCLAIR CORP | $90.00 | 0.78% | 118.69% | 225.85% | $789K | 0.15% | — | HELD |
| 17 | AM | ANTERO MIDSTREAM CORP | $21.52 | -1.06% | 20.25% | 211.33% | $658K | 0.13% | — | HELD |
| 18 | UEC | URANIUM ENERGY CORP | $9.04 | -4.24% | 4.27% | 260.16% | $528K | 0.10% | — | HELD |
| 19 | CNR | CORE NATURAL RESOURCES INC | $77.92 | -2.28% | 7.52% | 270.54% | $433K | 0.08% | — | HELD |
| 20 | PAGP | PLAINS GP HLDGS L P | $26.66 | 1.48% | 44.86% | 281.58% | $388K | 0.08% | — | HELD |
| 21 | HESM | HESS MIDSTREAM LP | $40.45 | 1.18% | 3.58% | 127.64% | $387K | 0.08% | — | HELD |
| 22 | PBF | PBF ENERGY INC | $63.35 | 3.85% | 202.30% | 579.63% | $335K | 0.07% | — | HELD |
| 23 | BTU | PEABODY ENGR CORP | $20.82 | -10.41% | 31.12% | 36.20% | $324K | 0.06% | — | HELD |
| 24 | PARR | PAR PAC HOLDINGS INC | $83.07 | 5.03% | 177.08% | 403.76% | $256K | 0.05% | — | HELD |
| 25 | INSW | INTERNATIONAL SEAWAYS INC | $94.55 | 1.01% | 165.36% | 785.87% | $248K | 0.05% | — | HELD |
| 26 | LEU | CENTRUS ENERGY CORP | $159.69 | -5.87% | -18.57% | 486.82% | $246K | 0.05% | — | HELD |
| 27 | DK | DELEK US HLDGS INC NEW | $64.92 | 3.38% | 211.82% | 333.99% | $218K | 0.04% | — | HELD |
| 28 | SUNC | SUNOCOCORP LLC | $76.04 | 0.08% | 59.50% | 59.37% | $205K | 0.04% | — | HELD |
| 29 | CLMT | CALUMET INC | $42.40 | 2.22% | 173.37% | 513.60% | $201K | 0.04% | — | HELD |
Source: SEC EDGAR · accession 0001214659-26-006465. 13F discloses long positions only — shorts, foreign equities, and options are excluded.