Palo Duro Investment Partners, LP reported 31 positions worth $478.22M for the quarter ended Jun 30, 2026, down 3.0% on the prior quarter. It opened 5 new positions, added to 16, trimmed 10 and exited 2. Its largest holding is ANTERO RESOURCES Corp at 20.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| ENPH Enphase Energy, Inc. | +663.4K | $32.67M | 6.83% |
| AESI Atlas Energy Solutions Inc. | +1.46M | $24.30M | 5.08% |
| AR ANTERO RESOURCES Corp | +616.4K +29.1% | $21.66M | 20.07% |
| DVN Devon Energy Corp | +435.1K +631.5% | $17.98M | 4.35% |
| DAR Darling Ingredients Inc. | +110.0K +12.5% | $6.01M | 11.29% |
| FANG Diamondback Energy, Inc. | +9,997 | $1.76M | 0.367% |
| GPOR Gulfport Energy Corp | +5,790 +1.6% | $982.56K | 12.7% |
| KNTK Kinetik Holdings Inc. | +4,406 | $212.99K | 0.045% |
| NEXT NextDecade Corp | +12.1K | $91.54K | 0.019% |
| TRGP Targa Resources Corp. | +202 +1.2% | $54.16K | 0.985% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| GNRC Generac Holdings Inc. | -125.1K -100.0% | $24.44M | Exited |
| CHRD Chord Energy Corp | -94.1K -22.1% | $10.76M | 7.91% |
| SHLS Shoals Technologies Group, Inc. | -996.2K -60.6% | $9.86M | 1.34% |
| EQT EQT Corp | -87.8K -100.0% | $5.59M | Exited |
| PR Permian Resources Corp | -126.0K -4.1% | $2.32M | 11.39% |
| CRC California Resources Corp | -34.5K -9.0% | $1.82M | 3.88% |
| BKR Baker Hughes Co | -30.9K -3.2% | $1.71M | 10.86% |
| NXT Nextpower Inc. | -766 -1.2% | $91.26K | 1.55% |
| AM Antero Midstream Corp | -1,110 -3.8% | $25.25K | 0.132% |
| INSW International Seaways, Inc. | -98 -2.9% | $7.51K | 0.053% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AR ANTERO RESOURCES Corp | Energy | 2.73M | $95.99M | 20.07% | +616.4K | +29.1% | Added | 0.88% |
| 2 | GPOR Gulfport Energy Corp | Energy | 357.9K | $60.73M | 12.7% | +5,790 | +1.6% | Added | 2% |
| 3 | PR Permian Resources Corp | Energy | 2.96M | $54.49M | 11.39% | -126.0K | -4.1% | Reduced | 0.35% |
| 4 | DAR Darling Ingredients Inc. | Consumer Staples | 988.3K | $53.98M | 11.29% | +110.0K | +12.5% | Added | 0.62% |
| 5 | BKR Baker Hughes Co | Energy | 935.4K | $51.91M | 10.86% | -30.9K | -3.2% | Reduced | 0.09% |
| 6 | CHRD Chord Energy Corp | Energy | 331.1K | $37.84M | 7.91% | -94.1K | -22.1% | Reduced | 0.59% |
| 7 | ENPH Enphase Energy, Inc. | Industrials | 663.4K | $32.67M | 6.83% | +663.4K | – | New | 0.5% |
| 8 | AESI Atlas Energy Solutions Inc. | Basic Materials | 1.46M | $24.30M | 5.08% | +1.46M | – | New | 1.17% |
| 9 | DVN Devon Energy Corp | Energy | 504.0K | $20.82M | 4.35% | +435.1K | +631.5% | Added | 0.05% |
| 10 | CRC California Resources Corp | Energy | 350.7K | $18.54M | 3.88% | -34.5K | -9.0% | Reduced | 0.39% |
| 11 | NXT Nextpower Inc. | Industrials | 62.4K | $7.43M | 1.55% | -766 | -1.2% | Reduced | 0.04% |
| 12 | SHLS Shoals Technologies Group, Inc. | Industrials | 647.5K | $6.41M | 1.34% | -996.2K | -60.6% | Reduced | 0.39% |
| 13 | TRGP Targa Resources Corp. | Energy | 17.6K | $4.71M | 0.985% | +202 | +1.2% | Added | 0.01% |
| 14 | FANG Diamondback Energy, Inc. | Energy | 9,997 | $1.76M | 0.367% | +9,997 | – | New | 0% |
| 15 | DTM DT Midstream, Inc. | Energy | 8,341 | $1.22M | 0.256% | +118 | +1.4% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Palo Duro Investment Partners.
As of its Q2 2026 13F filing, Palo Duro Investment Partners, LP’s five largest positions were ANTERO RESOURCES Corp (AR) at 20.1%, Gulfport Energy Corp (GPOR) at 12.7%, Permian Resources Corp (PR) at 11.4%, Darling Ingredients Inc. (DAR) at 11.3%, Baker Hughes Co (BKR) at 10.9% of the reported portfolio.
Palo Duro Investment Partners, LP reported a 13F portfolio worth $478.22M across 31 positions for Q2 2026. That is down 3.0% from the previous quarter.
Its largest purchases by value were Enphase Energy, Inc. ($32.67M), Atlas Energy Solutions Inc. ($24.30M), ANTERO RESOURCES Corp ($21.66M). It opened 5 new positions.
Its largest sales by value were Generac Holdings Inc. ($24.44M), Chord Energy Corp ($10.76M), Shoals Technologies Group, Inc. ($9.86M). It exited 2 positions entirely.
From the Form 13F-HR reports Palo Duro Investment Partners, LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.