Palo Duro Investment Partners, LP
Top Portfolio Positions
29 positions ·
$514,591,751 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AR |
ANTERO RESOURCES Corp
Energy
|
2,115,112 | $89,765,353 | 17.44% |
| GPOR |
Gulfport Energy Corp
Energy
|
352,103 | $74,494,431 | 14.48% |
| PR |
Permian Resources Corp
Energy
|
3,085,992 | $65,793,349 | 12.79% |
| CHRD |
Chord Energy Corp
Energy
|
425,174 | $60,451,239 | 11.75% |
| BKR |
Baker Hughes Co
Energy
|
966,249 | $58,989,501 | 11.46% |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
878,333 | $54,324,896 | 10.56% |
| CRC |
California Resources Corp
Energy
|
385,164 | $26,661,052 | 5.18% |
| GNRC |
Generac Holdings Inc.
Industrials
|
125,130 | $24,441,642 | 4.75% |
| EXE |
EXPAND ENERGY Corp
Energy
|
195,942 | $21,510,512 | 4.18% |
| SHLS |
Shoals Technologies Group, Inc.
Technology
|
1,643,689 | $10,815,473 | 2.10% |
Portfolio Trend
Holdings in AR
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,765,353 | 2,115,112 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $66,627,996 | 1,933,488 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $77,711,267 | 2,315,592 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $58,220,148 | 1,445,386 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $80,182,652 | 1,982,756 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $82,276,510 | 2,347,404 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $76,984,641 | 2,687,073 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $78,539,431 | 2,406,970 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $84,543,845 | 2,915,305 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $67,285,527 | 2,966,734 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $68,151,035 | 2,685,226 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $64,668,424 | 2,808,008 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $45,266,998 | 1,960,459 | Shares | Sole | 2023-05-15 | |
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