§ 13F · FUND PROFILE
Palo Duro Investment Partners, LP.
AUM · $315M (13F)Positions · 21Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$59M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AR | ANTERO RESOURCES CORP | 2.73M | $96M | 18.5% | +29% |
| 2 | GPOR | GULFPORT ENERGY CORP | 358K | $61M | 11.7% | +2% |
| 3 | PR | PERMIAN RESOURCES CORP | 2.96M | $54M | 10.5% | −4% |
| 4 | DAR | DARLING INGREDIENTS INC | 988K | $54M | 10.4% | +13% |
| 5 | BKR | BAKER HUGHES COMPANY | 935K | $52M | 10.0% | −3% |
| 6 | EXE | EXPAND ENERGY CORPORATION | 439K | $40M | 7.7% | +124% |
| 7 | CHRD | CHORD ENERGY CORPORATION | 331K | $38M | 7.3% | −22% |
| 8 | ENPH | ENPHASE ENERGY INC | 663K | $33M | 6.3% | NEW |
| 9 | AESI | ATLAS ENERGY SOLUTIONS INC | 1.46M | $24M | 4.7% | NEW |
| 10 | DVN | DEVON ENERGY CORP NEW | 504K | $21M | 4.0% | +631% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PALO SIGNAL
AC read
Palo Duro Investment Partners, LP is a Other fund managing $315 million in assets. The fund runs a focused portfolio of just 21 positions.
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