Palo Duro Investment Partners, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Palo Duro Investment Partners, LP disclosed 21 US equity positions worth $315.3m in its Q3 2025 13F filing. The largest position was AR at 24.6% of the reported book, followed by CHRD and GPOR. Against the Q2 2025 filing, it opened 2 new positions, added to 5 and reduced 14 among the top 21 holdings.
What did Palo Duro Investment Partners, LP own in Q3 2025? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AR ANTERO RESOURCES CORP | Energy | 24.6% | $77.7m | 2,315,592 | 60% | added |
| 2 | CHRD CHORD ENERGY CORPORATION | Energy | 18.2% | $57.4m | 577,562 | -17% | reduced |
| 3 | GPOR GULFPORT ENERGY CORP | Energy | 16.1% | $50.7m | 280,319 | 31% | added |
| 4 | PR PERMIAN RESOURCES CORP | Energy | 10.6% | $33.3m | 2,603,453 | 34% | added |
| 5 | EQT EQT CORP | Energy | 9.4% | $29.6m | 543,008 | -53% | reduced |
| 6 | BKR BAKER HUGHES COMPANY | Energy | 9.2% | $29.1m | 596,762 | 312% | added |
| 7 | CRC CALIFORNIA RES CORP | Energy | 5.4% | $16.9m | 318,318 | -16% | reduced |
| 8 | NXT NEXTRACKER INC | Technology | 2.3% | $7.2m | 97,248 | 26% | added |
| 9 | SHLS SHOALS TECHNOLOGIES GROUP IN | Technology | 1.3% | $4.2m | 566,582 | – | new |
| 10 | TRGP TARGA RES CORP | Energy | 0.8% | $2.5m | 14,939 | -6% | reduced |
| 11 | CF CF INDS HLDGS INC | Basic Materials | 0.7% | $2.3m | 25,584 | -12% | reduced |
| 12 | DTM DT MIDSTREAM INC | Energy | 0.3% | $790.5k | 6,992 | -6% | reduced |
| 13 | FANG DIAMONDBACK ENERGY INC | Energy | 0.2% | $748.7k | 5,232 | -33% | reduced |
| 14 | DINO HF SINCLAIR CORP | Energy | 0.2% | $572.1k | 10,931 | -7% | reduced |
| 15 | AM ANTERO MIDSTREAM CORP | Energy | 0.2% | $477.8k | 24,576 | -7% | reduced |
| 16 | UEC URANIUM ENERGY CORP | Energy | 0.1% | $390.0k | 29,234 | -8% | reduced |
| 17 | LEU CENTRUS ENERGY CORP | Energy | 0.1% | $335.5k | 1,082 | -9% | reduced |
| 18 | CNR CORE NATURAL RESOURCES INC | Energy | 0.1% | $303.8k | 3,639 | -8% | reduced |
| 19 | HESM HESS MIDSTREAM LP | Energy | 0.1% | $296.2k | 8,572 | -7% | reduced |
| 20 | PAGPEUR PLAINS GP HLDGS L P | 0.1% | $247.0k | 13,544 | -6% | reduced | |
| 21 | BTU PEABODY ENERGY CORP | Energy | 0.1% | $218.9k | 8,255 | – | new |
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.