Palo Duro Investment Partners, LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Palo Duro Investment Partners, LP reported 23 stock positions worth $302.9 million. Its top holding was Eqt (EQT) at 22.4% of the portfolio, followed by Chord Energy (CHRD, 22.1%) and Antero Resources (AR, 19.2%). Compared with Q1 2025, it opened 2 new positions, added to 13 and reduced 7. The biggest buy was Gulfport Energy (GPOR, shares +156%) and the biggest sale Antero Resources (AR, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001977128
- Portfolio Value
- $302.9M (Q2 2025)
- SEC Filing
- 0001214659-25-012225 ↗ filed Aug 14, 2025
Holdings Value
Holdings 23 stocks · $302.9M
| EQT Eqt Corp. | 22.45% | 1,165,716 | $68.0M | Reduce -25.1% |
| CHRD Chord Energy Corp. | 22.14% | 692,462 | $67.1M | Add +0.4% |
| AR Antero Resources Corp. | 19.22% | 1,445,386 | $58.2M | Reduce -27.1% |
| GPOR Gulfport Energy Corp. | 14.21% | 213,943 | $43.0M | Add +155.7% |
| PR Permian Resources Corp. Class A | 8.71% | 1,935,811 | $26.4M | Add +16.6% |
| CRC California Resources Corp. | 5.71% | 378,974 | $17.3M | Reduce -18.4% |
| BKR Baker Hughes Co. | 1.83% | 144,677 | $5.5M | Add +13.9% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 1.39% | 77,482 | $4.2M | Reduce -8.3% |
| GTLS Chart Industries Inc. | 1.04% | 19,074 | $3.1M | Reduce -8.3% |
| TRGP Targa Resources Corp. | 0.92% | 15,973 | $2.8M | Add +17.6% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.88% | 29,012 | $2.7M | Reduce -38.9% |
| FANG Diamondback Energy Inc. | 0.35% | 7,796 | $1.1M | Reduce -87.3% |
| DTM DT Midstream Inc. | 0.27% | 7,438 | $818K | Add +12.5% |
| AM Antero Midstream Corp. | 0.16% | 26,295 | $498K | Add +11.2% |
| DINO HF Sinclair Corp. | 0.16% | 11,792 | $484K | Add +12.3% |
| HESM Hess Midstream LP Class A | 0.12% | 9,191 | $354K | Add +21.6% |
| PAGP Plains GP Holdings LP | 0.09% | 14,453 | $281K | Add +11.7% |
| CNR Core Natural Resources Inc. | 0.09% | 3,937 | $275K | Add +12.3% |
| LEU Centrus Energy Corp. Class A | 0.07% | 1,184 | $217K | New |
| UEC Uranium Energy Corp. | 0.07% | 31,630 | $215K | Add +14.2% |
| TTI Tetra Technologies Inc. | 0.07% | 59,462 | $200K | No change |
| NEXT Nextdecade Corp. | 0.03% | 10,270 | $92K | New |
| CLNE Clean Energy Fuels Corp. | 0.01% | 12,254 | $24K | Add +8.7% |
Portfolio Sells Q1 2025 → Q2 2025
| AR Antero Resources Corp. | Reduce -27.1% | 19.22% | −5.01 |
| EQT Eqt Corp. | Reduce -25.1% | 22.45% | −2.67 |
| FANG Diamondback Energy Inc. | Reduce -87.3% | 0.35% | −2.62 |
| CRC California Resources Corp. | Reduce -18.4% | 5.71% | −0.46 |
| CF CF Industries Holdings Inc. | Reduce -38.9% | 0.88% | −0.24 |
| GTLS Chart Industries Inc. | Reduce -8.3% | 1.04% | +0.13 |
| NXT Nextpower Inc. | Reduce -8.3% | 1.39% | +0.31 |
Portfolio Buys Q1 2025 → Q2 2025
| GPOR Gulfport Energy Corp. | Add +155.7% | 14.21% | +9.55 |
| PR Permian Resources Corp. Class A | Add +16.6% | 8.71% | +1.75 |
| BKR Baker Hughes Co. | Add +13.9% | 1.83% | +0.14 |
| TRGP Targa Resources Corp. | Add +17.6% | 0.92% | +0.10 |
| DTM DT Midstream Inc. | Add +12.5% | 0.27% | +0.08 |
| LEU Centrus Energy Corp. Class A | New | 0.07% | +0.07 |
| DINO HF Sinclair Corp. | Add +12.3% | 0.16% | +0.06 |
| AM Antero Midstream Corp. | Add +11.2% | 0.16% | +0.04 |
| UEC Uranium Energy Corp. | Add +14.2% | 0.07% | +0.03 |
| NEXT Nextdecade Corp. | New | 0.03% | +0.03 |
| HESM Hess Midstream LP Class A | Add +21.6% | 0.12% | +0.02 |
| PAGP Plains GP Holdings LP | Add +11.7% | 0.09% | +0.01 |
| CNR Core Natural Resources Inc. | Add +12.3% | 0.09% | +0.01 |
| CLNE Clean Energy Fuels Corp. | Add +8.7% | 0.01% | +0.00 |
| CHRD Chord Energy Corp. | Add +0.4% | 22.14% | −1.35 |
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 |