Palo Duro Investment Partners, LP

CIK
1977128
City
CHICAGO
State / Country
IL

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

13 quarters · across all stocks

Holdings in CHRD

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Shares Held

Position Value (USD)

9 of 9 shown
Report Date Value (USD) Shares
2026-03-31 $60,451,239 425,174
2025-12-31 $42,638,477 459,962
2025-09-30 $57,392,335 577,562
2025-06-30 $67,064,944 692,462
2025-03-31 $77,741,856 689,690
2024-12-31 $78,190,250 668,750
2024-09-30 $76,664,708 588,687
2024-06-30 $79,229,135 472,502
2024-03-31 $10,439,695 58,571