Palo Duro Investment Partners, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Palo Duro Investment Partners, LP disclosed 22 US equity positions worth $333.4m in its Q4 2025 13F filing. The largest position was AR at 20.0% of the reported book, followed by GPOR and CHRD. Against the Q3 2025 filing, it opened 3 new positions, added to 3 and reduced 15 among the top 22 holdings.
What did Palo Duro Investment Partners, LP own in Q4 2025? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AR ANTERO RESOURCES CORP | Energy | 20.0% | $66.6m | 1,933,488 | -17% | reduced |
| 2 | GPOR GULFPORT ENERGY CORP | Energy | 13.9% | $46.3m | 222,601 | -21% | reduced |
| 3 | CHRD CHORD ENERGY CORPORATION | Energy | 12.8% | $42.6m | 459,962 | -20% | reduced |
| 4 | BKR BAKER HUGHES COMPANY | Energy | 12.4% | $41.5m | 911,471 | 53% | added |
| 5 | PR PERMIAN RESOURCES CORP | Energy | 11.4% | $38.1m | 2,717,754 | 4% | added |
| 6 | EQT EQT CORP | Energy | 7.8% | $25.9m | 483,345 | -11% | reduced |
| 7 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 6.8% | $22.8m | 632,050 | – | new |
| 8 | CRC CALIFORNIA RES CORP | Energy | 5.6% | $18.6m | 416,237 | 31% | added |
| 9 | GNRC GENERAC HLDGS INC | Industrials | 4.8% | $16.0m | 117,028 | – | new |
| 10 | NXT NEXTPOWER INC | Technology | 1.3% | $4.3m | 48,912 | -50% | reduced |
| 11 | TRGP TARGA RES CORP | Energy | 0.8% | $2.6m | 14,302 | -4% | reduced |
| 12 | SHLS SHOALS TECHNOLOGIES GROUP IN | Technology | 0.7% | $2.5m | 294,134 | -48% | reduced |
| 13 | DVN DEVON ENERGY CORP NEW | Energy | 0.7% | $2.2m | 60,272 | – | new |
| 14 | DTM DT MIDSTREAM INC | Energy | 0.2% | $802.0k | 6,701 | -4% | reduced |
| 15 | DINO HF SINCLAIR CORP | Energy | 0.1% | $486.8k | 10,565 | -3% | reduced |
| 16 | AM ANTERO MIDSTREAM CORP | Energy | 0.1% | $419.0k | 23,555 | -4% | reduced |
| 17 | UEC URANIUM ENERGY CORP | Energy | 0.1% | $341.3k | 29,224 | -0% | held |
| 18 | CNR CORE NATURAL RESOURCES INC | Energy | 0.1% | $312.7k | 3,533 | -3% | reduced |
| 19 | HESM HESS MIDSTREAM LP | Energy | 0.1% | $282.7k | 8,194 | -4% | reduced |
| 20 | LEU CENTRUS ENERGY CORP | Energy | 0.1% | $260.2k | 1,072 | -1% | reduced |
| 21 | PAGPEUR PLAINS GP HLDGS L P | 0.1% | $251.9k | 13,163 | -3% | reduced | |
| 22 | BTU PEABODY ENERGY CORP | Energy | 0.1% | $240.4k | 8,093 | -2% | reduced |
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.