Palo Duro Investment Partners, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Palo Duro Investment Partners, LP reported 18 stock positions worth $342.2 million. Its top holding was Antero Resources (AR) at 24.0% of the portfolio, followed by Eqt (EQT, 22.9%) and Chord Energy (CHRD, 22.9%). Compared with Q3 2024, it opened 2 new positions, added to 4 and reduced 12. The biggest buy was a new position in California Resources (CRC) and the biggest sale Permian Resources Class A (PR, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001977128
- Portfolio Value
- $342.2M (Q4 2024)
- SEC Filing
- 0001214659-25-002841 ↗ filed Feb 14, 2025
Holdings Value
Holdings 18 stocks · $342.2M
| AR Antero Resources Corp. | 24.04% | 2,347,404 | $82.3M | Reduce -12.6% |
| EQT Eqt Corp. | 22.88% | 1,698,038 | $78.3M | Reduce -21.6% |
| CHRD Chord Energy Corp. | 22.85% | 668,750 | $78.2M | Add +13.6% |
| PR Permian Resources Corp. Class A | 8.24% | 1,959,864 | $28.2M | Reduce -31.5% |
| FANG Diamondback Energy Inc. | 8.05% | 168,177 | $27.6M | Reduce -9.3% |
| CRC California Resources Corp. | 6.06% | 399,929 | $20.8M | New |
| ENLC Enlink Midstream LLC | 2.29% | 554,553 | $7.8M | Add +1.0% |
| BKR Baker Hughes Co. | 2.18% | 181,751 | $7.5M | Reduce -19.9% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 1.26% | 50,529 | $4.3M | Add +3.2% |
| OKE Oneok Inc. | 0.90% | 30,599 | $3.1M | Reduce -6.5% |
| TRGP Targa Resources Corp. | 0.57% | 10,885 | $1.9M | Reduce -8.6% |
| NPWR Net Power Inc. | 0.18% | 56,639 | $600K | Reduce -61.9% |
| DTM DT Midstream Inc. | 0.15% | 5,238 | $521K | Reduce -4.0% |
| DINO HF Sinclair Corp. | 0.09% | 8,899 | $312K | Reduce -2.9% |
| AM Antero Midstream Corp. | 0.09% | 19,909 | $300K | Reduce -1.6% |
| HESM Hess Midstream LP Class A | 0.06% | 5,935 | $220K | New |
| PAGP Plains GP Holdings LP | 0.06% | 11,328 | $208K | Add +3.0% |
| UEC Uranium Energy Corp. | 0.04% | 21,994 | $147K | Reduce -11.2% |
Portfolio Sells Q3 2024 → Q4 2024
| PR Permian Resources Corp. Class A | Reduce -31.5% | 8.24% | −3.51 |
| FANG Diamondback Energy Inc. | Reduce -9.3% | 8.05% | −1.58 |
| EQT Eqt Corp. | Reduce -21.6% | 22.88% | −1.05 |
| BKR Baker Hughes Co. | Reduce -19.9% | 2.18% | −0.29 |
| NPWR Net Power Inc. | Reduce -61.9% | 0.18% | −0.14 |
| DINO HF Sinclair Corp. | Reduce -2.9% | 0.09% | −0.03 |
| AM Antero Midstream Corp. | Reduce -1.6% | 0.09% | −0.00 |
| UEC Uranium Energy Corp. | Reduce -11.2% | 0.04% | −0.00 |
| OKE Oneok Inc. | Reduce -6.5% | 0.90% | −0.00 |
| DTM DT Midstream Inc. | Reduce -4.0% | 0.15% | +0.02 |
| TRGP Targa Resources Corp. | Reduce -8.6% | 0.57% | +0.04 |
| AR Antero Resources Corp. | Reduce -12.6% | 24.04% | +0.82 |
Portfolio Buys Q3 2024 → Q4 2024
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 |