Palo Duro Investment Partners, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$514.6M
Q ending 2026-03-31
Prior quarter
$333.4M
Q ending 2025-12-31
Change
+54.3% QoQ · +55.5% YoY
Positions
29
reported holdings
Largest positions
All 29 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Antero Resources Corp | AR | Shares | $89.8M | 2.1M |
| Gulfport Energy Corp | GPOR | Shares | $74.5M | 352K |
| Permian Resources Corp | PR | Shares | $65.8M | 3.1M |
| Chord Energy Corporation | CHRD | Shares | $60.5M | 425K |
| Baker Hughes Company | BKR | Shares | $59.0M | 966K |
| Darling Ingredients Inc | DAR | Shares | $54.3M | 878K |
| California Res Corp | CRC | Shares | $26.7M | 385K |
| Generac Hldgs Inc | GNRC | Shares | $24.4M | 125K |
| Expand Energy Corporation | EXE | Shares | $21.5M | 196K |
| Shoals Technologies Group In | SHLS | Shares | $10.8M | 1.6M |
| Nextpower Inc | NXT | Shares | $7.6M | 63K |
| Eqt Corp | EQT | Shares | $5.6M | 88K |
| Targa Res Corp | TRGP | Shares | $4.4M | 17K |
| Devon Energy Corp New | DVN | Shares | $3.5M | 69K |
| Dt Midstream Inc | DTM | Shares | $1.1M | 8K |
| Hf Sinclair Corp | DINO | Shares | $789K | 13K |
| Antero Midstream Corp | AM | Shares | $658K | 29K |
| Uranium Energy Corp | UEC | Shares | $528K | 39K |
| Core Natural Resources Inc | CNR | Shares | $433K | 4K |
| Plains Gp Hldgs L P | PAGP | Shares | $388K | 16K |
| Hess Midstream Lp | HESM | Shares | $387K | 10K |
| Pbf Energy Inc | PBF | Shares | $335K | 7K |
| Peabody Engr Corp | BTU | Shares | $324K | 10K |
| Par Pac Holdings Inc | PARR | Shares | $256K | 4K |
| International Seaways Inc | Shares | $248K | 3K | |
| Centrus Energy Corp | LEU | Shares | $246K | 1K |
| Delek Us Hldgs Inc New | DK | Shares | $218K | 5K |
| Sunococorp Llc | SUNC | Shares | $205K | 3K |
| Calumet Inc | CLMT | Shares | $201K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.