Palo Duro Investment Partners, LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Palo Duro Investment Partners, LP reported 11 stock positions worth $362.7 million. Its top holding was Antero Resources (AR) at 23.3% of the portfolio, followed by Eqt (EQT, 19.0%) and Enerplus (ERF, 17.7%). Compared with Q4 2023, it opened 1 new position, added to 5 and reduced 5. The biggest buy was a new position in Chord Energy (CHRD) and the biggest sale Permian Resources Class A (PR, shares −28%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001977128
Portfolio Value
$362.7M (Q1 2024)
SEC Filing
0001214659-24-009312 ↗ filed May 15, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $362.7M $362.7M Q1 2024 Q2 2024: $363.1M Q2 2024 Q3 2024: $331.5M Q3 2024 Q4 2024: $342.2M Q4 2024 Q1 2025: $330.9M Q1 2025 Q2 2025: $302.9M Q2 2025 Q3 2025: $315.3M Q3 2025 Q4 2025: $333.4M Q4 2025 Q1 2026: $514.6M Q1 2026 Q2 2026: $518.3M Q2 2026

Holdings 11 stocks · $362.7M
AR Antero Resources Corp. 23.31% 2,915,305 $84.5M Reduce -1.7%
EQT Eqt Corp. 19.02% 1,860,570 $69.0M Add +40.2%
ERF Enerplus Corp. 17.66% 3,257,815 $64.0M Add +3.5%
PR Permian Resources Corp. Class A 14.85% 3,049,658 $53.9M Reduce -28.3%
FANG Diamondback Energy Inc. 14.27% 261,200 $51.8M Reduce -26.3%
CHRD Chord Energy Corp. 2.88% 58,571 $10.4M New
BKR Baker Hughes Co. 2.21% 239,120 $8.0M Add +12.1%
ENLC Enlink Midstream LLC 2.19% 581,195 $7.9M Add +11.5%
EPSN Epsilon Energy Ltd. 2.02% 1,334,669 $7.3M Reduce -2.1%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 1.12% 48,960 $4.1M Reduce -31.9%
NPWR Net Power Inc. 0.47% 148,686 $1.7M Add +6.7%

Portfolio Sells Q4 2023 → Q1 2024
PR Permian Resources Corp. Class A Reduce -28.3% 14.85% −3.98
FANG Diamondback Energy Inc. Reduce -26.3% 14.27% −3.61
CF CF Industries Holdings Inc. Reduce -31.9% 1.12% −0.74
EPSN Epsilon Energy Ltd. Reduce -2.1% 2.02% −0.23
AR Antero Resources Corp. Reduce -1.7% 23.31% +1.42

Portfolio Buys Q4 2023 → Q1 2024
CHRD Chord Energy Corp. New 2.88% +2.88
EQT Eqt Corp. Add +40.2% 19.02% +2.33
ERF Enerplus Corp. Add +3.5% 17.66% +1.95
ENLC Enlink Midstream LLC Add +11.5% 2.19% +0.12
NPWR Net Power Inc. Add +6.7% 0.47% +0.01
BKR Baker Hughes Co. Add +12.1% 2.21% −0.16

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 32$518.3MAR, GPOR, PR, DAR, BKR
Q1 2026 29$514.6MAR, GPOR, PR, CHRD, BKR
Q4 2025 22$333.4MAR, GPOR, CHRD, BKR, PR
Q3 2025 21$315.3MAR, CHRD, GPOR, PR, EQT
Q2 2025 23$302.9MEQT, CHRD, AR, GPOR, PR
Q1 2025 21$330.9MEQT, AR, CHRD, PR, CRC
Q4 2024 18$342.2MAR, EQT, CHRD, PR, FANG
Q3 2024 16$331.5MEQT, AR, CHRD, PR, FANG
Q2 2024 10$363.1MCHRD, AR, EQT, PR, FANG
Q1 2024 11$362.7MAR, EQT, ERF, PR, FANG