account_balance
Investment manager · 13F filer · SEC CIK 1977128
Palo Duro Investment Partners, LP
Reported value$518Mas of Jun 30, 2026
Positions32 5 new, 2 sold out
Top 10 weight91.2%AR alone is 19%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ARAntero Resources Corp
18.5%Added +29%
GPORGulfport Energy Corp
11.7%
PRPermian Resources Corp
10.5%Trimmed −4%
DARDarling Ingredients Inc.
10.4%Added +13%
BKRBaker Hughes Co
10.0%Trimmed −3%
EXEExpand Energy Corp
7.7%Added +124%
CHRDChord Energy Corp
7.3%Trimmed −22%
ENPHEnphase Energy, Inc.
6.3%New
AESIAtlas Energy Solutions Inc.
4.7%New
DVNDevon Energy Corp
4.0%
CRCCalifornia Resources Corp
3.6%Trimmed −9%
NXT1.4%ARAntero Resources Corp
18.5%Added +29%
GPORGulfport Energy Corp
11.7%
PRPermian Resources Corp
10.5%
DARDarling Ingredients Inc.
10.4%
BKRBaker Hughes Co
10.0%−3%
EXEExpand Energy Corp
7.7%
CHRDChord Energy Corp
7.3%−22%
ENPHEnphase Energy, Inc.
6.3%New
AESI4.7%DVN4.0%CRCBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AR Antero Resources Corp 18.5% Added +29%GPOR Gulfport Energy Corp 11.7% HeldPR Permian Resources Corp 10.5% Trimmed −4%DAR Darling Ingredients Inc. 10.4% Added +13%BKR Baker Hughes Co 10.0% Trimmed −3%EXE Expand Energy Corp 7.7% Added +124%CHRD Chord Energy Corp 7.3% Trimmed −22%ENPH Enphase Energy, Inc. 6.3% NewAESI Atlas Energy Solutions Inc. 4.7% NewDVN Devon Energy Corp 4.0% Added +631%CRC California Resources Corp 3.6% Trimmed −9%NXT Nextpower Inc. 1.4% Held
What changed
Biggest moves since Mar 31, 2026
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