Palo Duro Investment Partners, LP 13F Holdings

CIK 0001977128 · CHICAGO, IL

As of Sep 30, 2025, Palo Duro Investment Partners, LP reported 21 positions worth $315.3M in its SEC Form 13F filing.

Top 21 holdings

SecurityTickerSectorSharesValue% of portfolio
ANTERO RESOURCES CORPAREnergy2,315,592$77.7M24.65%
CHORD ENERGY CORPCHRDEnergy577,562$57.4M18.20%
GULFPORT ENERGY CORPGPOREnergy280,319$50.7M16.09%
PERMIAN RESOURCES CORPPREnergy2,603,453$33.3M10.57%
EQT CORPEQTEnergy543,008$29.6M9.37%
BAKER HUGHES COBKREnergy596,762$29.1M9.22%
CALIFORNIA RESOURCES CORPCRCEnergy318,318 6.9M5.37%
NEXTPOWER INCNXTTechnology97,248$7.2M2.28%
SHOALS TECHNOLOGIES GROUP INCSHLSTechnology566,582$4.2M1.33%
TARGA RESOURCES CORPTRGPEnergy14,939$2.5M0.79%
CF INDUSTRIES HOLDINGS INCCFBasic Materials25,584$2.3M0.73%
DT MIDSTREAM INCDTMEnergy6,992$790.5K0.25%
DIAMONDBACK ENERGY INCFANGEnergy5,232$748.7K0.24%
HF SINCLAIR CORPDINOEnergy10,931$572.1K0.18%
ANTERO MIDSTREAM CORPAMEnergy24,576$477.8K0.15%
URANIUM ENERGY CORPUECBasic Materials29,234$390.0K0.12%
CENTRUS ENERGY CORPLEUBasic Materials1,082$335.5K0.11%
CORE NATURAL RESOURCES INCCNRBasic Materials3,639$303.8K0.10%
HESS MIDSTREAM LPHESMEnergy8,572$296.2K0.09%
PLAINS GP HOLDINGS LPPAGPEnergy13,544$247.0K0.08%
PEABODY ENERGY CORPBTUBasic Materials8,255$218.9K0.07%