Palo Duro Investment Partners, Lp Portfolio Stock Holdings
Palo Duro Investment Partners, Lp disclosed 29 stock positions valued at approximately $514.6 million in its latest SEC 13F filing. The largest holdings include ANTERO RESOURCES CORP, GULFPORT ENERGY CORP, and PERMIAN RESOURCES CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 29
- Portfolio Value
- $514.6M
Holdings by Sector
Palo Duro Investment Partners, Lp Portfolio Holdings in Q1 2026
27 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ANTERO RESOURCES CORP | AR | Energy | 17.44% | 2,115,112 | +181,624 | +9.39% | $89,765,353 |
| GULFPORT ENERGY CORP | GPOR | Energy | 14.48% | 352,103 | +129,502 | +58.18% | $74,494,432 |
| PERMIAN RESOURCES CORP | PR | Energy | 12.79% | 3,085,992 | +368,238 | +13.55% | $65,793,349 |
| CHORD ENERGY CORPORATION | CHRD | Energy | 11.75% | 425,174 | -34,788 | -7.56% | $60,451,239 |
| BAKER HUGHES COMPANY | BKR | Energy | 11.46% | 966,249 | +54,778 | +6.01% | $58,989,501 |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 10.56% | 878,333 | +246,283 | +38.97% | $54,324,896 |
| CALIFORNIA RES CORP | CRC | Energy | 5.18% | 385,164 | -31,073 | -7.47% | $26,661,052 |
| GENERAC HLDGS INC | GNRC | Industrials | 4.75% | 125,130 | +8,102 | +6.92% | $24,441,643 |
| EXPAND ENERGY CORPORATION | CHK | Energy | 4.18% | 195,942 | +195,942 | +100.00% | $21,510,513 |
| SHOALS TECHNOLOGIES GROUP IN | SHLS | Technology | 2.10% | 1,643,689 | +1,349,555 | +458.82% | $10,815,474 |
| NEXTPOWER INC | NXT | Technology | 1.48% | 63,134 | +14,222 | +29.08% | $7,610,804 |
| EQT CORP | EQT | Energy | 1.09% | 87,840 | -395,505 | -81.83% | $5,590,138 |
| TARGA RES CORP | TRGP | Energy | 0.85% | 17,363 | +3,061 | +21.40% | $4,353,425 |
| DEVON ENERGY CORP NEW | DVN | Energy | 0.67% | 68,901 | +8,629 | +14.32% | $3,467,098 |
| DT MIDSTREAM INC | DTM | Energy | 0.22% | 8,223 | +1,522 | +22.71% | $1,107,391 |
| HF SINCLAIR CORP | DINO | Energy | 0.15% | 12,644 | +2,079 | +19.68% | $788,859 |
| ANTERO MIDSTREAM CORP | AM | Energy | 0.13% | 28,869 | +5,314 | +22.56% | $658,213 |
| URANIUM ENERGY CORP | UEC | Energy | 0.10% | 39,101 | +9,877 | +33.80% | $527,864 |
| CORE NATURAL RESOURCES INC | CEIX | Other | 0.08% | 4,139 | +606 | +17.15% | $433,477 |
| PLAINS GP HLDGS L P | PAGP | Energy | 0.08% | 15,984 | +2,821 | +21.43% | $388,092 |
| HESS MIDSTREAM LP | HESM | Energy | 0.08% | 9,946 | +1,752 | +21.38% | $386,601 |
| PBF ENERGY INC | PBF | Energy | 0.07% | 7,025 | +7,025 | +100.00% | $334,530 |
| PEABODY ENGR CORP | BTU | Energy | 0.06% | 9,827 | +1,734 | +21.43% | $323,800 |
| PAR PAC HOLDINGS INC | PARR | Energy | 0.05% | 4,080 | +4,080 | +100.00% | $255,571 |
| INTERNATIONAL SEAWAYS INC | Y41053102 | Other | 0.05% | 3,407 | +3,407 | +100.00% | $248,302 |
| CENTRUS ENERGY CORP | LEU | Energy | 0.05% | 1,415 | +343 | +32.00% | $245,630 |
| DELEK US HLDGS INC NEW | DK | Energy | 0.04% | 4,847 | +4,847 | +100.00% | $218,454 |