Palo Duro Investment Partners, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Palo Duro Investment Partners, Lp disclosed 31 stock positions valued at approximately $518.29M as of quarter-end June 30, 2026. The largest holdings include ANTERO RESOURCES CORP, GULFPORT ENERGY CORP, and PERMIAN RESOURCES CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 31
- Portfolio Value
- $518.29M
Holdings by Sector
Palo Duro Investment Partners, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ANTERO RESOURCES CORP | AR | Energy | 18.52% | 2,731,503 | +616,391 | +29.14% | $95,985,015 |
| GULFPORT ENERGY CORP | GPOR | Energy | 11.72% | 357,893 | +5,790 | +1.64% | $60,734,442 |
| PERMIAN RESOURCES CORP | PR | Energy | 10.51% | 2,959,965 | -126,027 | -4.08% | $54,492,956 |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 10.42% | 988,289 | +109,956 | +12.52% | $53,980,345 |
| BAKER HUGHES COMPANY | BKR | Energy | 10.02% | 935,361 | -30,888 | -3.20% | $51,912,536 |
| EXPAND ENERGY CORPORATION | CHK | Energy | 7.73% | 439,476 | +243,534 | +124.29% | $40,075,816 |
| CHORD ENERGY CORPORATION | CHRD | Energy | 7.30% | 331,056 | -94,118 | -22.14% | $37,839,701 |
| ENPHASE ENERGY INC | ENPH | Technology | 6.30% | 663,389 | +663,389 | +100.00% | $32,665,274 |
| ATLAS ENERGY SOLUTIONS INC | AESI | Energy | 4.69% | 1,462,748 | +1,462,748 | +100.00% | $24,296,244 |
| DEVON ENERGY CORP NEW | DVN | Energy | 4.02% | 503,984 | +435,083 | +631.46% | $20,824,619 |
| CALIFORNIA RES CORP | CRC | Energy | 3.58% | 350,657 | -34,507 | -8.96% | $18,539,236 |
| NEXTPOWER INC | NXT | Technology | 1.43% | 62,368 | -766 | -1.21% | $7,430,524 |
| SHOALS TECHNOLOGIES GROUP IN | SHLS | Technology | 1.24% | 647,469 | -996,220 | -60.61% | $6,409,943 |
| TARGA RES CORP | TRGP | Energy | 0.91% | 17,565 | +202 | +1.16% | $4,709,879 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 0.34% | 9,997 | +9,997 | +100.00% | $1,757,273 |
| DT MIDSTREAM INC | DTM | Energy | 0.24% | 8,341 | +118 | +1.43% | $1,223,958 |
| HF SINCLAIR CORP | DINO | Energy | 0.17% | 12,850 | +206 | +1.63% | $895,002 |
| ANTERO MIDSTREAM CORP | AM | Energy | 0.12% | 27,759 | -1,110 | -3.84% | $631,517 |
| URANIUM ENERGY CORP | UEC | Energy | 0.08% | 41,066 | +1,965 | +5.03% | $437,764 |
| PLAINS GP HLDGS L P | PAGP | Energy | 0.08% | 16,170 | +186 | +1.16% | $392,446 |
| HESS MIDSTREAM LP | HESM | Energy | 0.07% | 10,309 | +363 | +3.65% | $387,618 |
| PBF ENERGY INC | PBF | Energy | 0.07% | 8,145 | +1,120 | +15.94% | $370,760 |
| CORE NATURAL RESOURCES INC | CEIX | Other | 0.07% | 4,257 | +118 | +2.85% | $340,645 |
| CENTRUS ENERGY CORP | LEU | Energy | 0.05% | 1,556 | +141 | +9.96% | $261,206 |
| INTERNATIONAL SEAWAYS INC | INSW | Energy | 0.05% | 3,309 | -98 | -2.88% | $253,436 |
| DELEK US HLDGS INC NEW | DK | Energy | 0.05% | 4,892 | +45 | +0.93% | $248,563 |
| PEABODY ENGR CORP | BTU | Energy | 0.05% | 10,242 | +415 | +4.22% | $236,795 |
| PAR PAC HOLDINGS INC | PARR | Energy | 0.04% | 4,051 | -29 | -0.71% | $227,180 |
| SUNOCOCORP LLC | SUNC | Other | 0.04% | 3,237 | -88 | -2.65% | $219,048 |
| KINETIK HOLDINGS INC | KNTK | Energy | 0.04% | 4,406 | +4,406 | +100.00% | $212,986 |
Showing 30 of 31 holdings in the latest reporting period.