Palo Duro Investment Partners, LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Palo Duro Investment Partners, LP reported 21 stock positions worth $330.9 million. Its top holding was Eqt (EQT) at 25.1% of the portfolio, followed by Antero Resources (AR, 24.2%) and Chord Energy (CHRD, 23.5%). Compared with Q4 2024, it opened 6 new positions, sold out of 3, added to 9 and reduced 6. The biggest buy was a new position in Gulfport Energy (GPOR) and the biggest sale Diamondback Energy (FANG, shares −63%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001977128
- Portfolio Value
- $330.9M (Q1 2025)
- SEC Filing
- 0001214659-25-007831 ↗ filed May 15, 2025
Holdings Value
Holdings 21 stocks · $330.9M
| EQT Eqt Corp. | 25.12% | 1,555,660 | $83.1M | Reduce -8.4% |
| AR Antero Resources Corp. | 24.23% | 1,982,756 | $80.2M | Reduce -15.5% |
| CHRD Chord Energy Corp. | 23.49% | 689,690 | $77.7M | Add +3.1% |
| PR Permian Resources Corp. Class A | 6.95% | 1,660,784 | $23.0M | Reduce -15.3% |
| CRC California Resources Corp. | 6.17% | 464,361 | $20.4M | Add +16.1% |
| GPOR Gulfport Energy Corp. | 4.66% | 83,682 | $15.4M | New |
| FANG Diamondback Energy Inc. | 2.98% | 61,645 | $9.9M | Reduce -63.4% |
| BKR Baker Hughes Co. | 1.69% | 126,992 | $5.6M | Reduce -30.1% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 1.12% | 47,476 | $3.7M | Reduce -6.0% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 1.08% | 84,545 | $3.6M | New |
| GTLS Chart Industries Inc. | 0.91% | 20,798 | $3.0M | New |
| TRGP Targa Resources Corp. | 0.82% | 13,586 | $2.7M | Add +24.8% |
| DTM DT Midstream Inc. | 0.19% | 6,609 | $638K | Add +26.2% |
| AM Antero Midstream Corp. | 0.13% | 23,655 | $426K | Add +18.8% |
| DINO HF Sinclair Corp. | 0.10% | 10,498 | $345K | Add +18.0% |
| HESM Hess Midstream LP Class A | 0.10% | 7,555 | $320K | Add +27.3% |
| PAGP Plains GP Holdings LP | 0.08% | 12,936 | $276K | Add +14.2% |
| CNR Core Natural Resources Inc. | 0.08% | 3,506 | $270K | New |
| TTI Tetra Technologies Inc. | 0.06% | 59,462 | $200K | New |
| UEC Uranium Energy Corp. | 0.04% | 27,705 | $132K | Add +26.0% |
| CLNE Clean Energy Fuels Corp. | 0.01% | 11,276 | $17K | New |
Portfolio Sells Q4 2024 → Q1 2025
| FANG Diamondback Energy Inc. | Reduce -63.4% | 2.98% | −5.07 |
| ENLC Enlink Midstream LLC | Sold out | 0.00% | −2.29 |
| PR Permian Resources Corp. Class A | Reduce -15.3% | 6.95% | −1.29 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.90 |
| BKR Baker Hughes Co. | Reduce -30.1% | 1.69% | −0.49 |
| NPWR Net Power Inc. | Sold out | 0.00% | −0.18 |
| CF CF Industries Holdings Inc. | Reduce -6.0% | 1.12% | −0.14 |
| AR Antero Resources Corp. | Reduce -15.5% | 24.23% | +0.18 |
| EQT Eqt Corp. | Reduce -8.4% | 25.12% | +2.24 |
Portfolio Buys Q4 2024 → Q1 2025
| GPOR Gulfport Energy Corp. | New | 4.66% | +4.66 |
| NXT Nextpower Inc. | New | 1.08% | +1.08 |
| GTLS Chart Industries Inc. | New | 0.91% | +0.91 |
| CHRD Chord Energy Corp. | Add +3.1% | 23.49% | +0.64 |
| TRGP Targa Resources Corp. | Add +24.8% | 0.82% | +0.26 |
| CRC California Resources Corp. | Add +16.1% | 6.17% | +0.11 |
| CNR Core Natural Resources Inc. | New | 0.08% | +0.08 |
| TTI Tetra Technologies Inc. | New | 0.06% | +0.06 |
| AM Antero Midstream Corp. | Add +18.8% | 0.13% | +0.04 |
| DTM DT Midstream Inc. | Add +26.2% | 0.19% | +0.04 |
| HESM Hess Midstream LP Class A | Add +27.3% | 0.10% | +0.03 |
| PAGP Plains GP Holdings LP | Add +14.2% | 0.08% | +0.02 |
| DINO HF Sinclair Corp. | Add +18.0% | 0.10% | +0.01 |
| CLNE Clean Energy Fuels Corp. | New | 0.01% | +0.01 |
| UEC Uranium Energy Corp. | Add +26.0% | 0.04% | −0.00 |
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 |