Palo Duro Investment Partners, LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Palo Duro Investment Partners, LP reported 22 stock positions worth $333.4 million. Its top holding was Antero Resources (AR) at 20.0% of the portfolio, followed by Gulfport Energy (GPOR, 13.9%) and Chord Energy (CHRD, 12.8%). Compared with Q3 2025, it opened 3 new positions, sold out of 2, added to 3 and reduced 16. The biggest buy was a new position in Darling Ingredients (DAR) and the biggest sale Chord Energy (CHRD, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001977128
- Portfolio Value
- $333.4M (Q4 2025)
- SEC Filing
- 0001214659-26-001976 ↗ filed Feb 17, 2026
Holdings Value
Holdings 22 stocks · $333.4M
| AR Antero Resources Corp. | 19.98% | 1,933,488 | $66.6M | Reduce -16.5% |
| GPOR Gulfport Energy Corp. | 13.89% | 222,601 | $46.3M | Reduce -20.6% |
| CHRD Chord Energy Corp. | 12.79% | 459,962 | $42.6M | Reduce -20.4% |
| BKR Baker Hughes Co. | 12.45% | 911,471 | $41.5M | Add +52.7% |
| PR Permian Resources Corp. Class A | 11.44% | 2,717,754 | $38.1M | Add +4.4% |
| EQT Eqt Corp. | 7.77% | 483,345 | $25.9M | Reduce -11.0% |
| DAR Darling Ingredients Inc. | 6.82% | 632,050 | $22.8M | New |
| CRC California Resources Corp. | 5.58% | 416,237 | $18.6M | Add +30.8% |
| GNRC Generac Holdings Inc. | 4.79% | 117,028 | $16.0M | New |
| NXT Nextpower Inc. | 1.28% | 48,912 | $4.3M | Reduce -49.7% |
| TRGP Targa Resources Corp. | 0.79% | 14,302 | $2.6M | Reduce -4.3% |
| SHLS Shoals Technologies Group -A | 0.75% | 294,134 | $2.5M | Reduce -48.1% |
| DVN Devon Energy Corp. | 0.66% | 60,272 | $2.2M | New |
| DTM DT Midstream Inc. | 0.24% | 6,701 | $802K | Reduce -4.2% |
| DINO HF Sinclair Corp. | 0.15% | 10,565 | $487K | Reduce -3.4% |
| AM Antero Midstream Corp. | 0.13% | 23,555 | $419K | Reduce -4.2% |
| UEC Uranium Energy Corp. | 0.10% | 29,224 | $341K | Reduce -0.0% |
| CNR Core Natural Resources Inc. | 0.09% | 3,533 | $313K | Reduce -2.9% |
| HESM Hess Midstream LP Class A | 0.08% | 8,194 | $283K | Reduce -4.4% |
| LEU Centrus Energy Corp. Class A | 0.08% | 1,072 | $260K | Reduce -0.9% |
| PAGP Plains GP Holdings LP | 0.08% | 13,163 | $252K | Reduce -2.8% |
| BTU Peabody Energy Corp. | 0.07% | 8,093 | $240K | Reduce -2.0% |
Portfolio Sells Q3 2025 → Q4 2025
| CHRD Chord Energy Corp. | Reduce -20.4% | 12.79% | −5.42 |
| AR Antero Resources Corp. | Reduce -16.5% | 19.98% | −4.67 |
| GPOR Gulfport Energy Corp. | Reduce -20.6% | 13.89% | −2.21 |
| EQT Eqt Corp. | Reduce -11.0% | 7.77% | −1.60 |
| NXT Nextpower Inc. | Reduce -49.7% | 1.28% | −1.00 |
| CF CF Industries Holdings Inc. | Sold out | 0.00% | −0.73 |
| SHLS Shoals Technologies Group -A | Reduce -48.1% | 0.75% | −0.58 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.24 |
| DINO HF Sinclair Corp. | Reduce -3.4% | 0.15% | −0.04 |
| LEU Centrus Energy Corp. Class A | Reduce -0.9% | 0.08% | −0.03 |
| AM Antero Midstream Corp. | Reduce -4.2% | 0.13% | −0.03 |
| UEC Uranium Energy Corp. | Reduce -0.0% | 0.10% | −0.02 |
| DTM DT Midstream Inc. | Reduce -4.2% | 0.24% | −0.01 |
| HESM Hess Midstream LP Class A | Reduce -4.4% | 0.08% | −0.01 |
| PAGP Plains GP Holdings LP | Reduce -2.8% | 0.08% | −0.00 |
| CNR Core Natural Resources Inc. | Reduce -2.9% | 0.09% | −0.00 |
| TRGP Targa Resources Corp. | Reduce -4.3% | 0.79% | −0.00 |
| BTU Peabody Energy Corp. | Reduce -2.0% | 0.07% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
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 |