Palo Duro Investment Partners, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Palo Duro Investment Partners, LP disclosed 23 US equity positions worth $302.9m in its Q2 2025 13F filing. The largest position was EQT at 22.4% of the reported book, followed by CHRD and AR. Against the Q1 2025 filing, it opened 2 new positions, added to 12 and reduced 7 among the top 23 holdings.
What did Palo Duro Investment Partners, LP own in Q2 2025? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | EQT EQT CORP | Energy | 22.4% | $68.0m | 1,165,716 | -25% | reduced |
| 2 | CHRD CHORD ENERGY CORPORATION | Energy | 22.1% | $67.1m | 692,462 | 0% | held |
| 3 | AR ANTERO RESOURCES CORP | Energy | 19.2% | $58.2m | 1,445,386 | -27% | reduced |
| 4 | GPOR GULFPORT ENERGY CORP | Energy | 14.2% | $43.0m | 213,943 | 156% | added |
| 5 | PR PERMIAN RESOURCES CORP | Energy | 8.7% | $26.4m | 1,935,811 | 17% | added |
| 6 | CRC CALIFORNIA RES CORP | Energy | 5.7% | $17.3m | 378,974 | -18% | reduced |
| 7 | BKR BAKER HUGHES COMPANY | Energy | 1.8% | $5.5m | 144,677 | 14% | added |
| 8 | NXT NEXTRACKER INC | Technology | 1.4% | $4.2m | 77,482 | -8% | reduced |
| 9 | CHART INDS INC | 1.0% | $3.1m | 19,074 | -8% | reduced | |
| 10 | TRGP TARGA RES CORP | Energy | 0.9% | $2.8m | 15,973 | 18% | added |
| 11 | CF CF INDS HLDGS INC | Basic Materials | 0.9% | $2.7m | 29,012 | -39% | reduced |
| 12 | FANG DIAMONDBACK ENERGY INC | Energy | 0.4% | $1.1m | 7,796 | -87% | reduced |
| 13 | DTM DT MIDSTREAM INC | Energy | 0.3% | $817.5k | 7,438 | 13% | added |
| 14 | AM ANTERO MIDSTREAM CORP | Energy | 0.2% | $498.3k | 26,295 | 11% | added |
| 15 | DINO HF SINCLAIR CORP | Energy | 0.2% | $484.4k | 11,792 | 12% | added |
| 16 | HESM HESS MIDSTREAM LP | Energy | 0.1% | $353.9k | 9,191 | 22% | added |
| 17 | PAGPEUR PLAINS GP HLDGS L P | 0.1% | $280.8k | 14,453 | 12% | added | |
| 18 | CNR CORE NATURAL RESOURCES INC | Energy | 0.1% | $274.6k | 3,937 | 12% | added |
| 19 | LEU CENTRUS ENERGY CORP | Energy | 0.1% | $216.9k | 1,184 | – | new |
| 20 | UEC URANIUM ENERGY CORP | Energy | 0.1% | $215.1k | 31,630 | 14% | added |
| 21 | TTI TETRA TECHNOLOGIES INC DEL | Energy | 0.1% | $199.8k | 59,462 | 0% | held |
| 22 | NEXT NEXTDECADE CORP | Energy | 0.0% | $91.5k | 10,270 | – | new |
| 23 | CLNE CLEAN ENERGY FUELS CORP | Energy | 0.0% | $23.9k | 12,254 | 9% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.