Palo Duro Investment Partners, LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Palo Duro Investment Partners, LP reported 10 stock positions worth $363.1 million. Its top holding was Chord Energy (CHRD) at 21.8% of the portfolio, followed by Antero Resources (AR, 21.6%) and Eqt (EQT, 20.0%). Compared with Q1 2024, it sold out of 1, added to 3 and reduced 3. The biggest buy was Chord Energy (CHRD, shares +707%) and the biggest sale an exit from Enerplus (ERF).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001977128
Portfolio Value
$363.1M (Q2 2024)
SEC Filing
0001214659-24-014685 ↗ filed Aug 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $362.7M Q1 2024 Q2 2024: $363.1M $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 10 stocks · $363.1M
CHRD Chord Energy Corp. 21.82% 472,502 $79.2M Add +706.7%
AR Antero Resources Corp. 21.63% 2,406,970 $78.5M Reduce -17.4%
EQT Eqt Corp. 20.03% 1,966,956 $72.7M Add +5.7%
PR Permian Resources Corp. Class A 14.53% 3,266,135 $52.7M Add +7.1%
FANG Diamondback Energy Inc. 14.08% 255,314 $51.1M Reduce -2.3%
BKR Baker Hughes Co. 2.32% 239,120 $8.4M No change
ENLC Enlink Midstream LLC 2.20% 581,195 $8.0M No change
EPSN Epsilon Energy Ltd. 1.99% 1,329,107 $7.2M Reduce -0.4%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 1.00% 48,960 $3.6M No change
NPWR Net Power Inc. 0.40% 148,686 $1.5M No change

Portfolio Sells Q1 2024 → Q2 2024
ERF Enerplus Corp. Sold out 0.00% −17.66
AR Antero Resources Corp. Reduce -17.4% 21.63% −1.68
FANG Diamondback Energy Inc. Reduce -2.3% 14.08% −0.20
EPSN Epsilon Energy Ltd. Reduce -0.4% 1.99% −0.03

Portfolio Buys Q1 2024 → Q2 2024
CHRD Chord Energy Corp. Add +706.7% 21.82% +18.94
EQT Eqt Corp. Add +5.7% 20.03% +1.01
PR Permian Resources Corp. Class A Add +7.1% 14.53% −0.32

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