Palo Duro Investment Partners, LP
Net buyer this quarter
$518M
32
+$60.2M
91.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AR | $96M | 18.52% | 0.88% | +29.1% | Q1 2023 |
 GPOR | $60.7M | 11.72% | 2.02% | +1.6% | Q1 2025 |
 PR | $54.5M | 10.51% | 0.35% | -4.1% | Q3 2023 |
 DAR | $54M | 10.42% | 0.62% | +12.5% | Q4 2025 |
 BKR | $51.9M | 10.02% | 0.09% | -3.2% | Q3 2023 |
 EXE | $40.1M | 7.73% | 0.18% | +124.3% | Q1 2026 |
 CHRD | $37.8M | 7.30% | 0.60% | -22.1% | Q1 2024 |
 ENPH | $32.7M | 6.30% | 0.50% | New | Q2 2026 |
 AESI | $24.3M | 4.69% | 1.17% | New | Q2 2026 |
 DVN | $20.8M | 4.02% | 0.08% | +631.5% | Q3 2023 |
 CRC | $18.5M | 3.58% | 0.39% | -9.0% | Q4 2024 |
 NXT | $7.43M | 1.43% | 0.05% | -1.2% | Q1 2025 |
 SHLS | $6.41M | 1.24% | Not reported | -60.6% | Q3 2025 |
 TRGP | $4.71M | 0.91% | 0.01% | +1.2% | Q3 2024 |
 FANG | $1.76M | 0.34% | 0.00% | Not reported | Q1 2023 |
 DTM | $1.22M | 0.24% | 0.01% | +1.4% | Q3 2024 |
 DINO | $895K | 0.17% | 0.01% | +1.6% | Q3 2024 |
 AM | $632K | 0.12% | 0.01% | -3.8% | Q3 2024 |
 UEC | $438K | 0.08% | 0.01% | +5.0% | Q3 2024 |
 PAGP | $392K | 0.08% | 0.01% | +1.2% | Q3 2024 |
 HESM | $388K | 0.07% | 0.01% | +3.7% | Q4 2024 |
 PBF | $371K | 0.07% | Not reported | +15.9% | Q1 2026 |
 CNR | $341K | 0.07% | 0.01% | +2.9% | Q1 2025 |
 LEU | $261K | 0.05% | 0.01% | +10.0% | Q2 2025 |
 INSW | $253K | 0.05% | 0.01% | -2.9% | Q1 2026 |
 DK | $249K | 0.05% | 0.01% | +0.9% | Q1 2026 |
 BTU | $237K | 0.05% | 0.01% | +4.2% | Q3 2025 |
 PARR | $227K | 0.04% | 0.01% | -0.7% | Q1 2026 |
 SUNC | $219K | 0.04% | 0.01% | -2.7% | Q1 2026 |
 KNTK | $213K | 0.04% | 0.00% | New | Q2 2026 |
 CLMT | $210K | 0.04% | 0.01% | +4.0% | Q1 2026 |
 NEXT | $91.5K | 0.02% | 0.00% | Not reported | Q2 2025 |
| Q1 2026 | |||||
| AR | $89.8M | 17.44% | 0.68% | +9.4% | Q1 2023 |
| GPOR | $74.5M | 14.48% | 1.95% | +58.2% | Q1 2025 |
| PR | $65.8M | 12.79% | 0.41% | +13.6% | Q3 2023 |
| CHRD | $60.5M | 11.75% | 0.76% | -7.6% | Q1 2024 |
| BKR | $59M | 11.46% | 0.10% | +6.0% | Q3 2023 |
| DAR | $54.3M | 10.56% | 0.55% | +39.0% | Q4 2025 |
| CRC | $26.7M | 5.18% | 0.43% | -7.5% | Q4 2024 |
 GNRC | $24.4M | 4.75% | 0.21% | +6.9% | Q4 2025 |
| EXE | $21.5M | 4.18% | 0.08% | New | Q1 2026 |
| SHLS | $10.8M | 2.10% | Not reported | +458.8% | Q3 2025 |
| NXT | $7.61M | 1.48% | 0.05% | +29.1% | Q1 2025 |
 EQT | $5.59M | 1.09% | 0.01% | -81.8% | Q1 2023 |
| TRGP | $4.35M | 0.85% | 0.01% | +21.4% | Q3 2024 |
| DVN | $3.47M | 0.67% | 0.01% | +14.3% | Q3 2023 |
| DTM | $1.11M | 0.22% | 0.01% | +22.7% | Q3 2024 |
| DINO | $789K | 0.15% | 0.01% | +19.7% | Q3 2024 |
| AM | $658K | 0.13% | 0.01% | +22.6% | Q3 2024 |
| UEC | $528K | 0.10% | 0.01% | +33.8% | Q3 2024 |
| CNR | $433K | 0.08% | 0.01% | +17.2% | Q1 2025 |
| PAGP | $388K | 0.08% | 0.01% | +21.4% | Q3 2024 |
| HESM | $387K | 0.08% | 0.01% | +21.4% | Q4 2024 |
| PBF | $335K | 0.07% | Not reported | New | Q1 2026 |
| BTU | $324K | 0.06% | 0.01% | +21.4% | Q3 2025 |
| PARR | $256K | 0.05% | 0.01% | New | Q1 2026 |
| INSW | $248K | 0.05% | 0.01% | New | Q1 2026 |
| LEU | $246K | 0.05% | 0.01% | +32.0% | Q2 2025 |
| DK | $218K | 0.04% | 0.01% | New | Q1 2026 |
| SUNC | $205K | 0.04% | 0.01% | New | Q1 2026 |
| CLMT | $201K | 0.04% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| AR | $66.6M | 19.98% | 0.63% | -16.5% | Q1 2023 |
| GPOR | $46.3M | 13.89% | 1.18% | -20.6% | Q1 2025 |
| CHRD | $42.6M | 12.79% | 0.81% | -20.4% | Q1 2024 |
| BKR | $41.5M | 12.45% | 0.09% | +52.7% | Q3 2023 |
| PR | $38.1M | 11.44% | 0.36% | +4.4% | Q3 2023 |
| EQT | $25.9M | 7.77% | 0.08% | -11.0% | Q1 2023 |
| DAR | $22.8M | 6.82% | 0.40% | New | Q4 2025 |
| CRC | $18.6M | 5.58% | 0.47% | +30.8% | Q4 2024 |
| GNRC | $16M | 4.79% | 0.20% | New | Q4 2025 |
| NXT | $4.26M | 1.28% | 0.04% | -49.7% | Q1 2025 |
| TRGP | $2.64M | 0.79% | 0.01% | -4.3% | Q3 2024 |
| SHLS | $2.5M | 0.75% | Not reported | -48.1% | Q3 2025 |
| DVN | $2.21M | 0.66% | 0.01% | Not reported | Q3 2023 |
| DTM | $802K | 0.24% | 0.01% | -4.2% | Q3 2024 |
| DINO | $487K | 0.15% | 0.01% | -3.4% | Q3 2024 |
| AM | $419K | 0.13% | 0.01% | -4.2% | Q3 2024 |
| UEC | $341K | 0.10% | 0.01% | 0.0% | Q3 2024 |
| CNR | $313K | 0.09% | 0.01% | -2.9% | Q1 2025 |
| HESM | $283K | 0.08% | 0.01% | -4.4% | Q4 2024 |
| LEU | $260K | 0.08% | 0.01% | -0.9% | Q2 2025 |
| PAGP | $252K | 0.08% | 0.01% | -2.8% | Q3 2024 |
| BTU | $240K | 0.07% | 0.01% | -2.0% | Q3 2025 |
| Q3 2025 | |||||
| AR | $77.7M | 24.65% | 0.75% | +60.2% | Q1 2023 |
| CHRD | $57.4M | 18.20% | 1.02% | -16.6% | Q1 2024 |
| GPOR | $50.7M | 16.09% | 1.44% | +31.0% | Q1 2025 |
| PR | $33.3M | 10.57% | 0.33% | +34.5% | Q3 2023 |
| EQT | $29.6M | 9.37% | 0.09% | -53.4% | Q1 2023 |
| BKR | $29.1M | 9.22% | 0.06% | +312.5% | Q3 2023 |
| CRC | $16.9M | 5.37% | 0.38% | -16.0% | Q4 2024 |
| NXT | $7.2M | 2.28% | 0.07% | +25.5% | Q1 2025 |
| SHLS | $4.2M | 1.33% | Not reported | New | Q3 2025 |
| TRGP | $2.5M | 0.79% | 0.01% | -6.5% | Q3 2024 |
 CF | $2.29M | 0.73% | 0.02% | -11.8% | Q3 2023 |
| DTM | $791K | 0.25% | 0.01% | -6.0% | Q3 2024 |
| FANG | $749K | 0.24% | 0.00% | -32.9% | Q1 2023 |
| DINO | $572K | 0.18% | 0.01% | -7.3% | Q3 2024 |
| AM | $478K | 0.15% | 0.01% | -6.5% | Q3 2024 |
| UEC | $390K | 0.12% | 0.01% | -7.6% | Q3 2024 |
| LEU | $335K | 0.11% | 0.01% | -8.6% | Q2 2025 |
| CNR | $304K | 0.10% | 0.01% | -7.6% | Q1 2025 |
| HESM | $296K | 0.09% | 0.01% | -6.7% | Q4 2024 |
| PAGP | $247K | 0.08% | 0.01% | -6.3% | Q3 2024 |
| BTU | $219K | 0.07% | 0.01% | New | Q3 2025 |