Palo Duro Investment Partners, LP

Position in AESI — Atlas Energy Solutions Inc.

CIK 1977128 CHICAGO, IL

Position in AESI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$24,296,244

New position

Shares Held

1,462,748

first reported quarter

Ownership

1.17%

of shares outstanding

% of Portfolio

4.69%

of 13F equity value

Holder Rank

#22

of 282 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Palo Duro Investment Partners, LP holds $76,300,314 across 3 Oil & Gas Equipment & Services names. AESI ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BKR	Baker Hughes Co	935,361	$51,912,535
2	AESI	Atlas Energy Solutions Inc. This page	1,462,748	$24,296,244
3	NEXT	NextDecade Corp	12,140	$91,535

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,296,244	1,462,748	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.