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Q2 2026 13F · SEC CIK 1977128

Palo Duro Investment Partners, LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$518.3M
Reported positions
32
Top holdings a year, 3 yrs
+12.5%
Assets under management
$402.8M

Palo Duro Investment Partners, LP is a hedge fund that reported 32 positions worth $518.3M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Antero Resources Corp (AR, 18.5%), Gulfport Energy Corp (GPOR, 11.7%), Permian Resources Corp (PR, 10.5%). A portfolio copying its top holdings returned 12.5% a year over the last 3 years, against 20.4% for the S&P 500.

Palo Duro Investment Partners, LP holdings all 32 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Palo Duro Investment Partners, LP 13F holdings
Stock% of 13F valueShare changeReported value
ARAntero Resources Corp18.5%+29.1%$96.0M
GPORGulfport Energy Corp11.7%+1.6%$60.7M
PRPermian Resources Corp10.5%-4.1%$54.5M
DARDarling Ingredients Inc10.4%+12.5%$54.0M
BKRBaker Hughes Company Cl A10.0%-3.2%$51.9M
EXEExpand Energy Corporation7.7%+124.3%$40.1M
CHRDChord Energy Corporation7.3%-22.1%$37.8M
ENPHEnphase Energy Inc6.3%—$32.7M
AESIAtlas Energy Solutions4.7%—$24.3M
DVNDevon Energy Corp4.0%+631.5%$20.8M
13057Q305California Res Corp3.6%-9.0%$18.5M
NXTNextpower Inc1.4%-1.2%$7.4M
SHLSShoals Technologies Group Inc1.2%-60.6%$6.4M
TRGPTarga Res Corp0.9%+1.2%$4.7M
FANGDiamondback Energy Inc0.3%—$1.8M
DTMDt Midstream Inc Common Stock0.2%+1.4%$1.2M
DINOHf Sinclair Corp0.2%+1.6%$895K
AMAntero Midstream Corp0.1%-3.8%$632K
UECUranium Energy Corp0.1%+5.0%$438K
PAGPPlains Gp Hldgs L P0.1%+1.2%$392K
HESMHess Midstream LP0.1%+3.6%$388K
PBFPbf Energy Inc0.1%+15.9%$371K
CNRCore Natural Resources Inc0.1%+2.9%$341K
LEUCentrus Energy Corp0.1%+10.0%$261K
INSWInternational Seaways, Inc.0.0%-2.9%$253K
DKDelek US Hldgs Inc New0.0%+0.9%$249K
BTUPeabody Engr Corp0.0%+4.2%$237K
PARRPar Pac Holdings Inc0.0%-0.7%$227K
SUNCSunococorp LLC0.0%-2.6%$219K
KNTKKinetik Holdings Inc0.0%—$213K
CLMTCalumet Inc0.0%+4.0%$210K
NEXTNextdecade0.0%—$92K

What Palo Duro Investment Partners, LP bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+29.6% /yr
S&P 500 +20.1%
3 years
+12.5% /yr
S&P 500 +20.4%
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$518.3M32
Q1 2026$514.6M29
Q4 2025$333.4M22
Q3 2025$315.3M21
Q2 2025$302.9M23
Q1 2025$330.9M21
Q4 2024$342.2M18
Q3 2024$331.5M16
Q2 2024$363.1M10
Q1 2024$362.7M11
Q4 2023$307.4M10
Q3 2023$363.2M11

Questions about Palo Duro Investment Partners, LP's portfolio

What stocks does Palo Duro Investment Partners, LP own?

Palo Duro Investment Partners, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 32 positions worth $518.3M. The largest are Antero Resources Corp (AR) at 18.5%, Gulfport Energy Corp (GPOR) at 11.7%, Permian Resources Corp (PR) at 10.5%, Darling Ingredients Inc (DAR) at 10.4% and Baker Hughes Company Cl A (BKR) at 10.0%.

What did Palo Duro Investment Partners, LP buy last quarter?

In Q2 2026, Palo Duro Investment Partners, LP added a new position in Enphase Energy Inc (ENPH), a new position in Atlas Energy Solutions (AESI), a new position in Diamondback Energy Inc (FANG), a new position in Kinetik Holdings Inc (KNTK), a new position in Nextdecade (NEXT), Devon Energy Corp (DVN) (+631.5% shares), Expand Energy Corporation (EXE) (+124.3% shares) and Antero Resources Corp (AR) (+29.1% shares), compared with its Q1 2026 filing.

What did Palo Duro Investment Partners, LP sell last quarter?

In Q2 2026, Palo Duro Investment Partners, LP sold all of Generac Hldgs Inc (GNRC), sold all of EQT Corp (EQT), Shoals Technologies Group Inc (SHLS) (-60.6% shares), Chord Energy Corporation (CHRD) (-22.1% shares) and California Res Corp (-9.0% shares), compared with its Q1 2026 filing.

How has Palo Duro Investment Partners, LP's portfolio performed?

A portfolio copying Palo Duro Investment Partners, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +29.6% against +20.1%.

When is Palo Duro Investment Partners, LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Palo Duro Investment Partners, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Palo Duro Investment Partners, LP manage?

Palo Duro Investment Partners, LP reported $402.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $518.3M.