Palo Duro Investment Partners, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Palo Duro Investment Partners, LP reported 29 stock positions worth $514.6 million. Its top holding was Antero Resources (AR) at 17.4% of the portfolio, followed by Gulfport Energy (GPOR, 14.5%) and Permian Resources Class A (PR, 12.8%). Compared with Q4 2025, it opened 7 new positions, added to 19 and reduced 3. The biggest buy was a new position in Expand Energy (EXE) and the biggest sale Eqt (EQT, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- CHICAGO, IL
- CIK
- 0001977128
- Portfolio Value
- $514.6M (Q1 2026)
- SEC Filing
- 0001214659-26-006465 ↗ filed May 15, 2026
Holdings Value
Holdings 29 stocks · $514.6M
| AR Antero Resources Corp. | 17.44% | 2,115,112 | $89.8M | Add +9.4% |
| GPOR Gulfport Energy Corp. | 14.48% | 352,103 | $74.5M | Add +58.2% |
| PR Permian Resources Corp. Class A | 12.79% | 3,085,992 | $65.8M | Add +13.6% |
| CHRD Chord Energy Corp. | 11.75% | 425,174 | $60.5M | Reduce -7.6% |
| BKR Baker Hughes Co. | 11.46% | 966,249 | $59.0M | Add +6.0% |
| DAR Darling Ingredients Inc. | 10.56% | 878,333 | $54.3M | Add +39.0% |
| CRC California Resources Corp. | 5.18% | 385,164 | $26.7M | Reduce -7.5% |
| GNRC Generac Holdings Inc. | 4.75% | 125,130 | $24.4M | Add +6.9% |
| EXE Expand Energy Corp. | 4.18% | 195,942 | $21.5M | New |
| SHLS Shoals Technologies Group -A | 2.10% | 1,643,689 | $10.8M | Add +458.8% |
| NXT Nextpower Inc. | 1.48% | 63,134 | $7.6M | Add +29.1% |
| EQT Eqt Corp. | 1.09% | 87,840 | $5.6M | Reduce -81.8% |
| TRGP Targa Resources Corp. | 0.85% | 17,363 | $4.4M | Add +21.4% |
| DVN Devon Energy Corp. | 0.67% | 68,901 | $3.5M | Add +14.3% |
| DTM DT Midstream Inc. | 0.22% | 8,223 | $1.1M | Add +22.7% |
| DINO HF Sinclair Corp. | 0.15% | 12,644 | $789K | Add +19.7% |
| AM Antero Midstream Corp. | 0.13% | 28,869 | $658K | Add +22.6% |
| UEC Uranium Energy Corp. | 0.10% | 39,101 | $528K | Add +33.8% |
| CNR Core Natural Resources Inc. | 0.08% | 4,139 | $433K | Add +17.1% |
| PAGP Plains GP Holdings LP | 0.08% | 15,984 | $388K | Add +21.4% |
| HESM Hess Midstream LP Class A | 0.08% | 9,946 | $387K | Add +21.4% |
| PBF PBF Energy Inc. Class A | 0.07% | 7,025 | $335K | New |
| BTU Peabody Energy Corp. | 0.06% | 9,827 | $324K | Add +21.4% |
| PARR Par Pacific Holdings Inc. | 0.05% | 4,080 | $256K | New |
| INSW International Seaways Inc. | 0.05% | 3,407 | $248K | New |
| LEU Centrus Energy Corp. Class A | 0.05% | 1,415 | $246K | Add +32.0% |
| DK Delek US Holdings Inc. | 0.04% | 4,847 | $218K | New |
| SUNC Sunococorp LLC | 0.04% | 3,325 | $205K | New |
| CLMT Calumet Inc. | 0.04% | 5,601 | $201K | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| EXE Expand Energy Corp. | New | 4.18% | +4.18 |
| DAR Darling Ingredients Inc. | Add +39.0% | 10.56% | +3.73 |
| SHLS Shoals Technologies Group -A | Add +458.8% | 2.10% | +1.35 |
| PR Permian Resources Corp. Class A | Add +13.6% | 12.79% | +1.35 |
| GPOR Gulfport Energy Corp. | Add +58.2% | 14.48% | +0.59 |
| NXT Nextpower Inc. | Add +29.1% | 1.48% | +0.20 |
| PBF PBF Energy Inc. Class A | New | 0.07% | +0.07 |
| TRGP Targa Resources Corp. | Add +21.4% | 0.85% | +0.05 |
| PARR Par Pacific Holdings Inc. | New | 0.05% | +0.05 |
| INSW International Seaways Inc. | New | 0.05% | +0.05 |
| DK Delek US Holdings Inc. | New | 0.04% | +0.04 |
| SUNC Sunococorp LLC | New | 0.04% | +0.04 |
| CLMT Calumet Inc. | New | 0.04% | +0.04 |
| DVN Devon Energy Corp. | Add +14.3% | 0.67% | +0.01 |
| DINO HF Sinclair Corp. | Add +19.7% | 0.15% | +0.01 |
| AM Antero Midstream Corp. | Add +22.6% | 0.13% | +0.00 |
| UEC Uranium Energy Corp. | Add +33.8% | 0.10% | +0.00 |
| PAGP Plains GP Holdings LP | Add +21.4% | 0.08% | −0.00 |
| BTU Peabody Energy Corp. | Add +21.4% | 0.06% | −0.01 |
| CNR Core Natural Resources Inc. | Add +17.1% | 0.08% | −0.01 |
| HESM Hess Midstream LP Class A | Add +21.4% | 0.08% | −0.01 |
| DTM DT Midstream Inc. | Add +22.7% | 0.22% | −0.03 |
| LEU Centrus Energy Corp. Class A | Add +32.0% | 0.05% | −0.03 |
| GNRC Generac Holdings Inc. | Add +6.9% | 4.75% | −0.04 |
| BKR Baker Hughes Co. | Add +6.0% | 11.46% | −0.99 |
| AR Antero Resources Corp. | Add +9.4% | 17.44% | −2.54 |
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 |