Palo Duro Investment Partners, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Palo Duro Investment Partners, LP reported 32 stock positions worth $518.3 million. Its top holding was Antero Resources (AR) at 18.5% of the portfolio, followed by Gulfport Energy (GPOR, 11.7%) and Permian Resources Class A (PR, 10.5%). Compared with Q1 2026, it opened 5 new positions, sold out of 2, added to 17 and reduced 10. The biggest buy was a new position in Enphase Energy (ENPH) and the biggest sale an exit from Generac (GNRC).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001977128
- Portfolio Value
- $518.3M (Q2 2026)
- SEC Filing
- 0001214659-26-010379 ↗ filed Aug 14, 2026
Holdings Value
Holdings 32 stocks · $518.3M
| AR Antero Resources Corp. | 18.52% | 2,731,503 | $96.0M | Add +29.1% |
| GPOR Gulfport Energy Corp. | 11.72% | 357,893 | $60.7M | Add +1.6% |
| PR Permian Resources Corp. Class A | 10.51% | 2,959,965 | $54.5M | Reduce -4.1% |
| DAR Darling Ingredients Inc. | 10.41% | 988,289 | $54.0M | Add +12.5% |
| BKR Baker Hughes Co. | 10.02% | 935,361 | $51.9M | Reduce -3.2% |
| EXE Expand Energy Corp. | 7.73% | 439,476 | $40.1M | Add +124.3% |
| CHRD Chord Energy Corp. | 7.30% | 331,056 | $37.8M | Reduce -22.1% |
| ENPH Enphase Energy Inc. | 6.30% | 663,389 | $32.7M | New |
| AESI Atlas Energy Solutions Inc. | 4.69% | 1,462,748 | $24.3M | New |
| DVN Devon Energy Corp. | 4.02% | 503,984 | $20.8M | Add +631.5% |
| CRC California Resources Corp. | 3.58% | 350,657 | $18.5M | Reduce -9.0% |
| NXT Nextpower Inc. | 1.43% | 62,368 | $7.4M | Reduce -1.2% |
| SHLS Shoals Technologies Group -A | 1.24% | 647,469 | $6.4M | Reduce -60.6% |
| TRGP Targa Resources Corp. | 0.91% | 17,565 | $4.7M | Add +1.2% |
| FANG Diamondback Energy Inc. | 0.34% | 9,997 | $1.8M | New |
| DTM DT Midstream Inc. | 0.24% | 8,341 | $1.2M | Add +1.4% |
| DINO HF Sinclair Corp. | 0.17% | 12,850 | $895K | Add +1.6% |
| AM Antero Midstream Corp. | 0.12% | 27,759 | $632K | Reduce -3.8% |
| UEC Uranium Energy Corp. | 0.08% | 41,066 | $438K | Add +5.0% |
| PAGP Plains GP Holdings LP | 0.08% | 16,170 | $392K | Add +1.2% |
| HESM Hess Midstream LP Class A | 0.07% | 10,309 | $388K | Add +3.6% |
| PBF PBF Energy Inc. Class A | 0.07% | 8,145 | $371K | Add +15.9% |
| CNR Core Natural Resources Inc. | 0.07% | 4,257 | $341K | Add +2.9% |
| LEU Centrus Energy Corp. Class A | 0.05% | 1,556 | $261K | Add +10.0% |
| INSW International Seaways Inc. | 0.05% | 3,309 | $253K | Reduce -2.9% |
| DK Delek US Holdings Inc. | 0.05% | 4,892 | $249K | Add +0.9% |
| BTU Peabody Energy Corp. | 0.05% | 10,242 | $237K | Add +4.2% |
| PARR Par Pacific Holdings Inc. | 0.04% | 4,051 | $227K | Reduce -0.7% |
| SUNC Sunococorp LLC | 0.04% | 3,237 | $219K | Reduce -2.6% |
| KNTK Kinetik Holdings Inc. | 0.04% | 4,406 | $213K | New |
| CLMT Calumet Inc. | 0.04% | 5,825 | $210K | Add +4.0% |
| NEXT Nextdecade Corp. | 0.02% | 12,140 | $92K | New |
Portfolio Sells Q1 2026 → Q2 2026
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −4.75 |
| CHRD Chord Energy Corp. | Reduce -22.1% | 7.30% | −4.45 |
| PR Permian Resources Corp. Class A | Reduce -4.1% | 10.51% | −2.27 |
| CRC California Resources Corp. | Reduce -9.0% | 3.58% | −1.60 |
| BKR Baker Hughes Co. | Reduce -3.2% | 10.02% | −1.45 |
| EQT Eqt Corp. | Sold out | 0.00% | −1.09 |
| SHLS Shoals Technologies Group -A | Reduce -60.6% | 1.24% | −0.86 |
| NXT Nextpower Inc. | Reduce -1.2% | 1.43% | −0.05 |
| AM Antero Midstream Corp. | Reduce -3.8% | 0.12% | −0.01 |
| PARR Par Pacific Holdings Inc. | Reduce -0.7% | 0.04% | −0.01 |
| INSW International Seaways Inc. | Reduce -2.9% | 0.05% | +0.00 |
| SUNC Sunococorp LLC | Reduce -2.6% | 0.04% | +0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| ENPH Enphase Energy Inc. | New | 6.30% | +6.30 |
| AESI Atlas Energy Solutions Inc. | New | 4.69% | +4.69 |
| EXE Expand Energy Corp. | Add +124.3% | 7.73% | +3.55 |
| DVN Devon Energy Corp. | Add +631.5% | 4.02% | +3.34 |
| AR Antero Resources Corp. | Add +29.1% | 18.52% | +1.08 |
| FANG Diamondback Energy Inc. | New | 0.34% | +0.34 |
| TRGP Targa Resources Corp. | Add +1.2% | 0.91% | +0.06 |
| KNTK Kinetik Holdings Inc. | New | 0.04% | +0.04 |
| DTM DT Midstream Inc. | Add +1.4% | 0.24% | +0.02 |
| DINO HF Sinclair Corp. | Add +1.6% | 0.17% | +0.02 |
| NEXT Nextdecade Corp. | New | 0.02% | +0.02 |
| PBF PBF Energy Inc. Class A | Add +15.9% | 0.07% | +0.01 |
| DK Delek US Holdings Inc. | Add +0.9% | 0.05% | +0.01 |
| LEU Centrus Energy Corp. Class A | Add +10.0% | 0.05% | +0.00 |
| CLMT Calumet Inc. | Add +4.0% | 0.04% | +0.00 |
| PAGP Plains GP Holdings LP | Add +1.2% | 0.08% | +0.00 |
| HESM Hess Midstream LP Class A | Add +3.6% | 0.07% | −0.00 |
| BTU Peabody Energy Corp. | Add +4.2% | 0.05% | −0.02 |
| UEC Uranium Energy Corp. | Add +5.0% | 0.08% | −0.02 |
| CNR Core Natural Resources Inc. | Add +2.9% | 0.07% | −0.02 |
| DAR Darling Ingredients Inc. | Add +12.5% | 10.41% | −0.14 |
| GPOR Gulfport Energy Corp. | Add +1.6% | 11.72% | −2.76 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 32 | $518.3M | AR, GPOR, PR, DAR, BKR |
| Q1 2026 | 29 | $514.6M | AR, GPOR, PR, CHRD, BKR |
| Q4 2025 | 22 | $333.4M | AR, GPOR, CHRD, BKR, PR |
| Q3 2025 | 21 | $315.3M | AR, CHRD, GPOR, PR, EQT |
| Q2 2025 | 23 | $302.9M | EQT, CHRD, AR, GPOR, PR |
| Q1 2025 | 21 | $330.9M | EQT, AR, CHRD, PR, CRC |
| Q4 2024 | 18 | $342.2M | AR, EQT, CHRD, PR, FANG |
| Q3 2024 | 16 | $331.5M | EQT, AR, CHRD, PR, FANG |
| Q2 2024 | 10 | $363.1M | CHRD, AR, EQT, PR, FANG |
| Q1 2024 | 11 | $362.7M | AR, EQT, ERF, PR, FANG |