Palo Duro Investment Partners, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Palo Duro Investment Partners, LP disclosed 29 US equity positions worth $514.6m in its Q1 2026 13F filing. The largest position was AR at 17.4% of the reported book, followed by GPOR and PR.
What did Palo Duro Investment Partners, LP own in Q1 2026? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AR ANTERO RESOURCES CORP | Energy | 17.4% | $89.8m | 2,115,112 | – | |
| 2 | GPOR GULFPORT ENERGY CORP | Energy | 14.5% | $74.5m | 352,103 | – | |
| 3 | PR PERMIAN RESOURCES CORP | Energy | 12.8% | $65.8m | 3,085,992 | – | |
| 4 | CHRD CHORD ENERGY CORPORATION | Energy | 11.7% | $60.5m | 425,174 | – | |
| 5 | BKR BAKER HUGHES COMPANY | Energy | 11.5% | $59.0m | 966,249 | – | |
| 6 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 10.6% | $54.3m | 878,333 | – | |
| 7 | CRC CALIFORNIA RES CORP | Energy | 5.2% | $26.7m | 385,164 | – | |
| 8 | GNRC GENERAC HLDGS INC | Industrials | 4.7% | $24.4m | 125,130 | – | |
| 9 | EXE EXPAND ENERGY CORPORATION | Energy | 4.2% | $21.5m | 195,942 | – | |
| 10 | SHLS SHOALS TECHNOLOGIES GROUP IN | Technology | 2.1% | $10.8m | 1,643,689 | – | |
| 11 | NXT NEXTPOWER INC | Technology | 1.5% | $7.6m | 63,134 | – | |
| 12 | EQT EQT CORP | Energy | 1.1% | $5.6m | 87,840 | – | |
| 13 | TRGP TARGA RES CORP | Energy | 0.8% | $4.4m | 17,363 | – | |
| 14 | DVN DEVON ENERGY CORP NEW | Energy | 0.7% | $3.5m | 68,901 | – | |
| 15 | DTM DT MIDSTREAM INC | Energy | 0.2% | $1.1m | 8,223 | – | |
| 16 | DINO HF SINCLAIR CORP | Energy | 0.2% | $788.9k | 12,644 | – | |
| 17 | AM ANTERO MIDSTREAM CORP | Energy | 0.1% | $658.2k | 28,869 | – | |
| 18 | UEC URANIUM ENERGY CORP | Energy | 0.1% | $527.9k | 39,101 | – | |
| 19 | CNR CORE NATURAL RESOURCES INC | Energy | 0.1% | $433.5k | 4,139 | – | |
| 20 | PAGPEUR PLAINS GP HLDGS L P | 0.1% | $388.1k | 15,984 | – | ||
| 21 | HESM HESS MIDSTREAM LP | Energy | 0.1% | $386.6k | 9,946 | – | |
| 22 | PBF PBF ENERGY INC | Energy | 0.1% | $334.5k | 7,025 | – | |
| 23 | BTU PEABODY ENGR CORP | Energy | 0.1% | $323.8k | 9,827 | – | |
| 24 | PARR PAR PAC HOLDINGS INC | Energy | 0.0% | $255.6k | 4,080 | – | |
| 25 | INSW INTERNATIONAL SEAWAYS INC | Energy | 0.0% | $248.3k | 3,407 | – | |
| 26 | LEU CENTRUS ENERGY CORP | Energy | 0.0% | $245.6k | 1,415 | – | |
| 27 | DK DELEK US HLDGS INC NEW | Energy | 0.0% | $218.5k | 4,847 | – | |
| 28 | SUNC SUNOCOCORP LLC | Energy | 0.0% | $205.0k | 3,325 | – | |
| 29 | CLMT CALUMET INC | Basic Materials | 0.0% | $201.1k | 5,601 | – |
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.