Palo Duro Investment Partners, LP

Portfolio Overview

Palo Duro Investment Partners, LP disclosed 29 positions worth $514.6M in its Form 13F-HR for Q1 2026, led by $AR (ANTERO RESOURCES Corp) at 17.4% of the equity portfolio, followed by $GPOR and $PR. During the quarter the fund opened 7 new positions and exited 0 — including a new stake in $EXE. The portfolio is most concentrated in Energy (80.9% of disclosed assets). All figures are sourced directly from Palo Duro Investment Partners, LP’s Form 13F-HR filing with the SEC under CIK 1977128.

• 

  ANTERO RESOURCES Corp

  $AR

  80.1#47

  Quality

  $89.8M2,115,112 sh
• 

  GULFPORT ENERGY CORP

  $GPOR

  64.3#645

  Quality

  $74.5M352,103 sh
• 

  Permian Resources Corp

  $PR

  75.6#120

  Quality

  $65.8M3,085,992 sh
• 

  Chord Energy Corp

  $CHRD

  60.8

  Quality

  $60.5M425,174 sh
• 

  Baker Hughes Co

  $BKR

  63.4

  Quality

  $59.0M966,249 sh
• 

  DARLING INGREDIENTS INC.

  $DAR

  46.6

  Quality

  $54.3M878,333 sh
• 

  California Resources Corp

  $CRC

  50.2

  Quality

  $26.7M385,164 sh
• 

  GENERAC HOLDINGS INC.

  $GNRC

  58.2

  Quality

  $24.4M125,130 sh
• 

  EXPAND ENERGY Corp

  $EXE

  83.9

  Quality

  $21.5M195,942 sh
• 

  Shoals Technologies Group, Inc.

  $SHLS

  45.5

  Quality

  $10.8M1,643,689 sh

Company	Quality	Value	Shares
ANTERO RESOURCES Corp$AR	80.1#47	$89.8M	2,115,112
GULFPORT ENERGY CORP$GPOR	64.3#645	$74.5M	352,103
Permian Resources Corp$PR	75.6#120	$65.8M	3,085,992
Chord Energy Corp$CHRD	60.8	$60.5M	425,174
Baker Hughes Co$BKR	63.4	$59.0M	966,249
DARLING INGREDIENTS INC.$DAR	46.6	$54.3M	878,333
California Resources Corp$CRC	50.2	$26.7M	385,164
GENERAC HOLDINGS INC.$GNRC	58.2	$24.4M	125,130
EXPAND ENERGY Corp$EXE	83.9	$21.5M	195,942
Shoals Technologies Group, Inc.$SHLS	45.5	$10.8M	1,643,689

Showing top 10 of 29 holdings.

Full Holdings — Palo Duro Investment Partners, LP (Q1 2026)

All 29 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$AR	ANTERO RESOURCES Corp	$89.8M	17.4%	+9%	80.1
2	$GPOR	GULFPORT ENERGY CORP	$74.5M	14.5%	+58%	64.3
3	$PR	Permian Resources Corp	$65.8M	12.8%	+14%	75.6
4	$CHRD	Chord Energy Corp	$60.5M	11.8%	-8%	60.8
5	$BKR	Baker Hughes Co	$59.0M	11.5%	+6%	63.4
6	$DAR	DARLING INGREDIENTS INC.	$54.3M	10.6%	+39%	46.6
7	$CRC	California Resources Corp	$26.7M	5.2%	-7%	50.2
8	$GNRC	GENERAC HOLDINGS INC.	$24.4M	4.8%	+7%	58.2
9	$EXE	EXPAND ENERGY Corp	$21.5M	4.2%	NEW	83.9
10	$SHLS	Shoals Technologies Group, Inc.	$10.8M	2.1%	+459%	45.5
11	$NXT	Nextpower Inc.	$7.6M	1.5%	+29%	74.8
12	$EQT	EQT Corp	$5.6M	1.1%	-82%	83.3
13	$TRGP	Targa Resources Corp.	$4.4M	0.8%	+21%	70
14	$DVN	DEVON ENERGY CORP/DE	$3.5M	0.7%	+14%	70.2
15	$DTM	DT Midstream, Inc.	$1.1M	0.2%	+23%	74.5
16	$DINO	HF Sinclair Corp	$788,859	0.1%	+20%	54
17	$AM	Antero Midstream Corp	$658,213	0.1%	+23%	71.6
18	$UEC	URANIUM ENERGY CORP	$527,864	0.1%	+34%	17.8
19	$CNR	Core Natural Resources, Inc.	$433,477	0.1%	+17%	51.8
20	$PAGP	PLAINS GP HOLDINGS LP	$388,092	0.1%	+21%	52.9
21	$HESM	Hess Midstream LP	$386,601	0.1%	+21%	78.4
22	$PBF	PBF Energy Inc.	$334,530	0.1%	NEW	42.1
23	$BTU	PEABODY ENERGY CORP	$323,800	0.1%	+21%	39.8
24	$PARR	PAR PACIFIC HOLDINGS, INC.	$255,571	0.1%	NEW	54.3
25	$INSW	International Seaways, Inc.	$248,302	0.1%	NEW	64.9
26	$LEU	CENTRUS ENERGY CORP	$245,630	0.1%	+32%	65.1
27	$DK	Delek US Holdings, Inc.	$218,454	0.0%	NEW	33.9
28	$SUNC	SunocoCorp LLC	$204,986	0.0%	NEW	—
29	$CLMT	Calumet, Inc. /DE	$201,076	0.0%	NEW	34.7