Palo Duro Investment Partners, LP

Portfolio Overview

Palo Duro Investment Partners, LP disclosed 32 positions worth $518.3M in its Form 13F-HR for Q2 2026, led by $AR (ANTERO RESOURCES Corp) at 18.5% of the equity portfolio, followed by $GPOR and $PR. During the quarter the fund opened 5 new positions and exited 2 — including a new stake in $ENPH and a full exit from $GNRC. The portfolio is most concentrated in Energy (80.4% 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

  75.4#99

  Quality

  $96.0M2,731,503 sh
• 

  GULFPORT ENERGY CORP

  $GPOR

  72.4#156

  Quality

  $60.7M357,893 sh
• 

  Permian Resources Corp

  $PR

  79.5#36

  Quality

  $54.5M2,959,965 sh
• 

  DARLING INGREDIENTS INC.

  $DAR

  63.5

  Quality

  $54.0M988,289 sh
• 

  Baker Hughes Co

  $BKR

  60.7

  Quality

  $51.9M935,361 sh
• 

  EXPAND ENERGY Corp

  $EXE

  80.8

  Quality

  $40.1M439,476 sh
• 

  Chord Energy Corp

  $CHRD

  74.8

  Quality

  $37.8M331,056 sh
• 

  Enphase Energy, Inc.

  $ENPH

  42.9

  Quality

  $32.7M663,389 sh
• 

  Atlas Energy Solutions Inc.

  $AESI

  37.5

  Quality

  $24.3M1,462,748 sh
• 

  DEVON ENERGY CORP/DE

  $DVN

  74.8

  Quality

  $20.8M503,984 sh

Company	Quality	Value	Shares
ANTERO RESOURCES Corp$AR	75.4#99	$96.0M	2,731,503
GULFPORT ENERGY CORP$GPOR	72.4#156	$60.7M	357,893
Permian Resources Corp$PR	79.5#36	$54.5M	2,959,965
DARLING INGREDIENTS INC.$DAR	63.5	$54.0M	988,289
Baker Hughes Co$BKR	60.7	$51.9M	935,361
EXPAND ENERGY Corp$EXE	80.8	$40.1M	439,476
Chord Energy Corp$CHRD	74.8	$37.8M	331,056
Enphase Energy, Inc.$ENPH	42.9	$32.7M	663,389
Atlas Energy Solutions Inc.$AESI	37.5	$24.3M	1,462,748
DEVON ENERGY CORP/DE$DVN	74.8	$20.8M	503,984

Showing top 10 of 32 holdings.

Full Holdings — Palo Duro Investment Partners, LP (Q2 2026)

All 32 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	$96.0M	18.5%	+29%	75.4
2	$GPOR	GULFPORT ENERGY CORP	$60.7M	11.7%	+2%	72.4
3	$PR	Permian Resources Corp	$54.5M	10.5%	-4%	79.5
4	$DAR	DARLING INGREDIENTS INC.	$54.0M	10.4%	+13%	63.5
5	$BKR	Baker Hughes Co	$51.9M	10.0%	-3%	60.7
6	$EXE	EXPAND ENERGY Corp	$40.1M	7.7%	+124%	80.8
7	$CHRD	Chord Energy Corp	$37.8M	7.3%	-22%	74.8
8	$ENPH	Enphase Energy, Inc.	$32.7M	6.3%	NEW	42.9
9	$AESI	Atlas Energy Solutions Inc.	$24.3M	4.7%	NEW	37.5
10	$DVN	DEVON ENERGY CORP/DE	$20.8M	4.0%	+631%	74.8
11	$CRC	California Resources Corp	$18.5M	3.6%	-9%	56.4
12	$NXT	Nextpower Inc.	$7.4M	1.4%	-1%	69.1
13	$SHLS	Shoals Technologies Group, Inc.	$6.4M	1.2%	-61%	44.5
14	$TRGP	Targa Resources Corp.	$4.7M	0.9%	+1%	63.3
15	$FANG	Diamondback Energy, Inc.	$1.8M	0.3%	NEW	76.1
16	$DTM	DT Midstream, Inc.	$1.2M	0.2%	+1%	68.6
17	$DINO	HF Sinclair Corp	$895,002	0.2%	+2%	58.7
18	$AM	Antero Midstream Corp	$631,517	0.1%	-4%	65.4
19	$UEC	URANIUM ENERGY CORP	$437,764	0.1%	+5%	13.3
20	$PAGP	PLAINS GP HOLDINGS LP	$392,446	0.1%	+1%	55.1
21	$HESM	Hess Midstream LP	$387,618	0.1%	+4%	71.3
22	$PBF	PBF Energy Inc.	$370,760	0.1%	+16%	50.5
23	$CNR	Core Natural Resources, Inc.	$340,645	0.1%	+3%	61.5
24	$LEU	CENTRUS ENERGY CORP	$261,206	0.1%	+10%	41.3
25	$INSW	International Seaways, Inc.	$253,436	0.1%	-3%	71.8
26	$DK	Delek US Holdings, Inc.	$248,563	0.1%	+1%	50.8
27	$BTU	PEABODY ENERGY CORP	$236,795	0.1%	+4%	36
28	$PARR	PAR PACIFIC HOLDINGS, INC.	$227,180	0.0%	-1%	55.7
29	$SUNC	SunocoCorp LLC	$219,048	0.0%	-3%	67.1
30	$KNTK	Kinetik Holdings Inc.	$212,986	0.0%	NEW	59.6
31	$CLMT	Calumet, Inc. /DE	$209,816	0.0%	+4%	40.2
32	$NEXT	NextDecade Corp	$91,536	0.0%	NEW	—