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 | Open |
|---|---|---|---|---|---|
| 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 GPOR
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,494,431 | 352,103 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $46,298,781 | 222,601 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $50,732,132 | 280,319 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $43,038,913 | 213,943 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,409,203 | 83,682 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||