Palo Duro Investment Partners, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Palo Duro Investment Partners, LP disclosed 32 US equity positions worth $518.3m in its Q2 2026 13F filing. The largest position was AR at 18.5% of the reported book, followed by GPOR and PR. Against the Q1 2026 filing, it opened 5 new positions, added to 17 and reduced 10 among the top 32 holdings.
What did Palo Duro Investment Partners, LP own in Q2 2026? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | AR ANTERO RESOURCES CORP | Energy | 18.5% | $96.0m | 2,731,503 | 29% | added |
| 2 | GPOR GULFPORT ENERGY CORP | Energy | 11.7% | $60.7m | 357,893 | 2% | added |
| 3 | PR PERMIAN RESOURCES CORP | Energy | 10.5% | $54.5m | 2,959,965 | -4% | reduced |
| 4 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 10.4% | $54.0m | 988,289 | 13% | added |
| 5 | BKR BAKER HUGHES COMPANY | Energy | 10.0% | $51.9m | 935,361 | -3% | reduced |
| 6 | EXE EXPAND ENERGY CORPORATION | Energy | 7.7% | $40.1m | 439,476 | 124% | added |
| 7 | CHRD CHORD ENERGY CORPORATION | Energy | 7.3% | $37.8m | 331,056 | -22% | reduced |
| 8 | ENPH ENPHASE ENERGY INC | Technology | 6.3% | $32.7m | 663,389 | – | new |
| 9 | AESI ATLAS ENERGY SOLUTIONS INC | 4.7% | $24.3m | 1,462,748 | – | new | |
| 10 | DVN DEVON ENERGY CORP NEW | Energy | 4.0% | $20.8m | 503,984 | 631% | added |
| 11 | CRC CALIFORNIA RES CORP | Energy | 3.6% | $18.5m | 350,657 | -9% | reduced |
| 12 | NXT NEXTPOWER INC | Technology | 1.4% | $7.4m | 62,368 | -1% | reduced |
| 13 | SHLS SHOALS TECHNOLOGIES GROUP IN | Technology | 1.2% | $6.4m | 647,469 | -61% | reduced |
| 14 | TRGP TARGA RES CORP | Energy | 0.9% | $4.7m | 17,565 | 1% | added |
| 15 | FANG DIAMONDBACK ENERGY INC | Energy | 0.3% | $1.8m | 9,997 | – | new |
| 16 | DTM DT MIDSTREAM INC | Energy | 0.2% | $1.2m | 8,341 | 1% | added |
| 17 | DINO HF SINCLAIR CORP | Energy | 0.2% | $895.0k | 12,850 | 2% | added |
| 18 | AM ANTERO MIDSTREAM CORP | Energy | 0.1% | $631.5k | 27,759 | -4% | reduced |
| 19 | UEC URANIUM ENERGY CORP | Energy | 0.1% | $437.8k | 41,066 | 5% | added |
| 20 | PAGPEUR PLAINS GP HLDGS L P | 0.1% | $392.4k | 16,170 | 1% | added | |
| 21 | HESM HESS MIDSTREAM LP | Energy | 0.1% | $387.6k | 10,309 | 4% | added |
| 22 | PBF PBF ENERGY INC | Energy | 0.1% | $370.8k | 8,145 | 16% | added |
| 23 | CNR CORE NATURAL RESOURCES INC | Energy | 0.1% | $340.6k | 4,257 | 3% | added |
| 24 | LEU CENTRUS ENERGY CORP | Energy | 0.1% | $261.2k | 1,556 | 10% | added |
| 25 | INSW INTERNATIONAL SEAWAYS INC | Energy | 0.0% | $253.4k | 3,309 | -3% | reduced |
| 26 | DK DELEK US HLDGS INC NEW | Energy | 0.0% | $248.6k | 4,892 | 1% | added |
| 27 | BTU PEABODY ENGR CORP | Energy | 0.0% | $236.8k | 10,242 | 4% | added |
| 28 | PARR PAR PAC HOLDINGS INC | Energy | 0.0% | $227.2k | 4,051 | -1% | reduced |
| 29 | SUNC SUNOCOCORP LLC | Energy | 0.0% | $219.0k | 3,237 | -3% | reduced |
| 30 | KNTK KINETIK HOLDINGS INC | Energy | 0.0% | $213.0k | 4,406 | – | new |
| 31 | CLMT CALUMET INC | Basic Materials | 0.0% | $209.8k | 5,825 | 4% | added |
| 32 | NEXT NEXTDECADE CORP | Energy | 0.0% | $91.5k | 12,140 | – | 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.