Palo Duro Investment Partners, LP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Palo Duro Investment Partners, LP reported 16 stock positions worth $331.5 million. Its top holding was Eqt (EQT) at 23.9% of the portfolio, followed by Antero Resources (AR, 23.2%) and Chord Energy (CHRD, 23.1%). Compared with Q2 2024, it opened 7 new positions, sold out of 1, added to 3 and reduced 4. The biggest buy was Eqt (EQT, shares +10%) and the biggest sale Diamondback Energy (FANG, shares −27%).

Most Recent 13F
Q2 2026
Location
CHICAGO, IL
CIK
0001977128
Portfolio Value
$331.5M (Q3 2024)
SEC Filing
0001214659-24-019140 ↗ filed Nov 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $362.7M Q1 2024 Q2 2024: $363.1M Q2 2024 Q3 2024: $331.5M $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 16 stocks · $331.5M
EQT Eqt Corp. 23.93% 2,165,167 $79.3M Add +10.1%
AR Antero Resources Corp. 23.22% 2,687,073 $77.0M Add +11.6%
CHRD Chord Energy Corp. 23.12% 588,687 $76.7M Add +24.6%
PR Permian Resources Corp. Class A 11.75% 2,861,230 $38.9M Reduce -12.4%
FANG Diamondback Energy Inc. 9.64% 185,316 $31.9M Reduce -27.4%
BKR Baker Hughes Co. 2.47% 226,871 $8.2M Reduce -5.1%
ENLC Enlink Midstream LLC 2.40% 549,221 $8.0M Reduce -5.5%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 1.27% 48,960 $4.2M No change
OKE Oneok Inc. 0.90% 32,732 $3.0M New
TRGP Targa Resources Corp. 0.53% 11,914 $1.8M New
NPWR Net Power Inc. 0.31% 148,686 $1.0M No change
DTM DT Midstream Inc. 0.13% 5,456 $429K New
DINO HF Sinclair Corp. 0.12% 9,163 $408K New
AM Antero Midstream Corp. 0.09% 20,226 $304K New
PAGP Plains GP Holdings LP 0.06% 11,003 $204K New
UEC Uranium Energy Corp. 0.05% 24,774 $154K New

Portfolio Sells Q2 2024 → Q3 2024
FANG Diamondback Energy Inc. Reduce -27.4% 9.64% −4.44
PR Permian Resources Corp. Class A Reduce -12.4% 11.75% −2.78
EPSN Epsilon Energy Ltd. Sold out 0.00% −1.99
BKR Baker Hughes Co. Reduce -5.1% 2.47% +0.16
ENLC Enlink Midstream LLC Reduce -5.5% 2.40% +0.20

Portfolio Buys Q2 2024 → Q3 2024
EQT Eqt Corp. Add +10.1% 23.93% +3.90
AR Antero Resources Corp. Add +11.6% 23.22% +1.59
CHRD Chord Energy Corp. Add +24.6% 23.12% +1.30
OKE Oneok Inc. New 0.90% +0.90
TRGP Targa Resources Corp. New 0.53% +0.53
DTM DT Midstream Inc. New 0.13% +0.13
DINO HF Sinclair Corp. New 0.12% +0.12
AM Antero Midstream Corp. New 0.09% +0.09
PAGP Plains GP Holdings LP New 0.06% +0.06
UEC Uranium Energy Corp. New 0.05% +0.05

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