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Palo Duro Investment Partners, LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $518,294,079
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ANTERO RESOURCES CORP · COM · 03674X106 · shares: $95,985,015
- GULFPORT ENERGY CORP · COMMON SHARES · 402635502 · shares: $60,734,442
- PERMIAN RESOURCES CORP · CLASS A COM · 71424F105 · shares: $54,492,956
- DARLING INGREDIENTS INC · COM · 237266101 · shares: $53,980,345
- BAKER HUGHES COMPANY · CL A · 05722G100 · shares: $51,912,536
- EXPAND ENERGY CORPORATION · COM · 165167735 · shares: $40,075,816
- CHORD ENERGY CORPORATION · COM NEW · 674215207 · shares: $37,839,701
- ENPHASE ENERGY INC · COM · 29355A107 · shares: $32,665,274
- ATLAS ENERGY SOLUTIONS INC · COM NEW · 642045108 · shares: $24,296,244
- DEVON ENERGY CORP NEW · COM · 25179M103 · shares: $20,824,619
Reported holdings
32 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ANTERO RESOURCES CORP | COM | 03674X106 | — | 2,731,503 shares | $95,985,015 |
| GULFPORT ENERGY CORP | COMMON SHARES | 402635502 | — | 357,893 shares | $60,734,442 |
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | — | 2,959,965 shares | $54,492,956 |
| DARLING INGREDIENTS INC | COM | 237266101 | — | 988,289 shares | $53,980,345 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 935,361 shares | $51,912,536 |
| EXPAND ENERGY CORPORATION | COM | 165167735 | — | 439,476 shares | $40,075,816 |
| CHORD ENERGY CORPORATION | COM NEW | 674215207 | — | 331,056 shares | $37,839,701 |
| ENPHASE ENERGY INC | COM | 29355A107 | — | 663,389 shares | $32,665,274 |
| ATLAS ENERGY SOLUTIONS INC | COM NEW | 642045108 | — | 1,462,748 shares | $24,296,244 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 503,984 shares | $20,824,619 |
| CALIFORNIA RES CORP | COM STOCK | 13057Q305 | — | 350,657 shares | $18,539,236 |
| NEXTPOWER INC | CLASS A COM | 65290E101 | — | 62,368 shares | $7,430,524 |
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 | — | 647,469 shares | $6,409,943 |
| TARGA RES CORP | COM | 87612G101 | — | 17,565 shares | $4,709,879 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 9,997 shares | $1,757,273 |
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 | — | 8,341 shares | $1,223,958 |
| HF SINCLAIR CORP | COM | 403949100 | — | 12,850 shares | $895,002 |
| ANTERO MIDSTREAM CORP | COM | 03676B102 | — | 27,759 shares | $631,517 |
| URANIUM ENERGY CORP | COM | 916896103 | — | 41,066 shares | $437,764 |
| PLAINS GP HLDGS L P | LTD PARTNR INT A | 72651A207 | — | 16,170 shares | $392,446 |
| HESS MIDSTREAM LP | CL A SHS | 428103105 | — | 10,309 shares | $387,618 |
| PBF ENERGY INC | CL A | 69318G106 | — | 8,145 shares | $370,760 |
| CORE NATURAL RESOURCES INC | COM SHS | 218937100 | — | 4,257 shares | $340,645 |
| CENTRUS ENERGY CORP | CL A | 15643U104 | — | 1,556 shares | $261,206 |
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | — | 3,309 shares | $253,436 |
| DELEK US HLDGS INC NEW | COM | 24665A103 | — | 4,892 shares | $248,563 |
| PEABODY ENGR CORP | COM | 704551100 | — | 10,242 shares | $236,795 |
| PAR PAC HOLDINGS INC | COM NEW | 69888T207 | — | 4,051 shares | $227,180 |
| SUNOCOCORP LLC | COM SHS LLC | 86765Q106 | — | 3,237 shares | $219,048 |
| KINETIK HOLDINGS INC | COM NEW CL A | 02215L209 | — | 4,406 shares | $212,986 |
| CALUMET INC | COM | 131428104 | — | 5,825 shares | $209,816 |
| NEXTDECADE CORP | COM | 65342K105 | — | 12,140 shares | $91,536 |