Palo Duro Investment Partners, LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Palo Duro Investment Partners, LP reported 21 stock positions worth $315.3 million. Its top holding was Antero Resources (AR) at 24.6% of the portfolio, followed by Chord Energy (CHRD, 18.2%) and Gulfport Energy (GPOR, 16.1%). Compared with Q2 2025, it opened 2 new positions, sold out of 4, added to 5 and reduced 14. The biggest buy was Baker Hughes (BKR, shares +312%) and the biggest sale Eqt (EQT, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001977128
- Portfolio Value
- $315.3M (Q3 2025)
- SEC Filing
- 0001214659-25-016631 ↗ filed Nov 14, 2025
Holdings Value
Holdings 21 stocks · $315.3M
| AR Antero Resources Corp. | 24.65% | 2,315,592 | $77.7M | Add +60.2% |
| CHRD Chord Energy Corp. | 18.20% | 577,562 | $57.4M | Reduce -16.6% |
| GPOR Gulfport Energy Corp. | 16.09% | 280,319 | $50.7M | Add +31.0% |
| PR Permian Resources Corp. Class A | 10.57% | 2,603,453 | $33.3M | Add +34.5% |
| EQT Eqt Corp. | 9.37% | 543,008 | $29.6M | Reduce -53.4% |
| BKR Baker Hughes Co. | 9.22% | 596,762 | $29.1M | Add +312.5% |
| CRC California Resources Corp. | 5.37% | 318,318 | $16.9M | Reduce -16.0% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 2.28% | 97,248 | $7.2M | Add +25.5% |
| SHLS Shoals Technologies Group -A | 1.33% | 566,582 | $4.2M | New |
| TRGP Targa Resources Corp. | 0.79% | 14,939 | $2.5M | Reduce -6.5% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.73% | 25,584 | $2.3M | Reduce -11.8% |
| DTM DT Midstream Inc. | 0.25% | 6,992 | $791K | Reduce -6.0% |
| FANG Diamondback Energy Inc. | 0.24% | 5,232 | $749K | Reduce -32.9% |
| DINO HF Sinclair Corp. | 0.18% | 10,931 | $572K | Reduce -7.3% |
| AM Antero Midstream Corp. | 0.15% | 24,576 | $478K | Reduce -6.5% |
| UEC Uranium Energy Corp. | 0.12% | 29,234 | $390K | Reduce -7.6% |
| LEU Centrus Energy Corp. Class A | 0.11% | 1,082 | $335K | Reduce -8.6% |
| CNR Core Natural Resources Inc. | 0.10% | 3,639 | $304K | Reduce -7.6% |
| HESM Hess Midstream LP Class A | 0.09% | 8,572 | $296K | Reduce -6.7% |
| PAGP Plains GP Holdings LP | 0.08% | 13,544 | $247K | Reduce -6.3% |
| BTU Peabody Energy Corp. | 0.07% | 8,255 | $219K | New |
Portfolio Sells Q2 2025 → Q3 2025
| EQT Eqt Corp. | Reduce -53.4% | 9.37% | −13.07 |
| CHRD Chord Energy Corp. | Reduce -16.6% | 18.20% | −3.94 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −1.04 |
| CRC California Resources Corp. | Reduce -16.0% | 5.37% | −0.35 |
| CF CF Industries Holdings Inc. | Reduce -11.8% | 0.73% | −0.15 |
| TRGP Targa Resources Corp. | Reduce -6.5% | 0.79% | −0.12 |
| FANG Diamondback Energy Inc. | Reduce -32.9% | 0.24% | −0.12 |
| TTI Tetra Technologies Inc. | Sold out | 0.00% | −0.07 |
| NEXT Nextdecade Corp. | Sold out | 0.00% | −0.03 |
| HESM Hess Midstream LP Class A | Reduce -6.7% | 0.09% | −0.02 |
| DTM DT Midstream Inc. | Reduce -6.0% | 0.25% | −0.02 |
| PAGP Plains GP Holdings LP | Reduce -6.3% | 0.08% | −0.01 |
| AM Antero Midstream Corp. | Reduce -6.5% | 0.15% | −0.01 |
| CLNE Clean Energy Fuels Corp. | Sold out | 0.00% | −0.01 |
| CNR Core Natural Resources Inc. | Reduce -7.6% | 0.10% | +0.01 |
| DINO HF Sinclair Corp. | Reduce -7.3% | 0.18% | +0.02 |
| LEU Centrus Energy Corp. Class A | Reduce -8.6% | 0.11% | +0.03 |
| UEC Uranium Energy Corp. | Reduce -7.6% | 0.12% | +0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| BKR Baker Hughes Co. | Add +312.5% | 9.22% | +7.39 |
| AR Antero Resources Corp. | Add +60.2% | 24.65% | +5.42 |
| GPOR Gulfport Energy Corp. | Add +31.0% | 16.09% | +1.88 |
| PR Permian Resources Corp. Class A | Add +34.5% | 10.57% | +1.86 |
| SHLS Shoals Technologies Group -A | New | 1.33% | +1.33 |
| NXT Nextpower Inc. | Add +25.5% | 2.28% | +0.89 |
| BTU Peabody Energy Corp. | New | 0.07% | +0.07 |
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 |