Palo Duro Investment Partners, LP: 13F holdings
CIK 19771282026Q2
| Positions | 32 |
|---|
| Reported value | $518.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 32 (+3 vs prior quarter) |
|---|
| Reported value | $518.3m (+0.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AR ANTERO RESOURCES CORP | 2,731,503 | $96.0m | 18.5% |
| GPOR GULFPORT ENERGY CORP | 357,893 | $60.7m | 11.7% |
| PR PERMIAN RESOURCES CORP | 2,959,965 | $54.5m | 10.5% |
| DAR DARLING INGREDIENTS INC | 988,289 | $54.0m | 10.4% |
| BKR BAKER HUGHES COMPANY | 935,361 | $51.9m | 10.0% |
| EXE EXPAND ENERGY CORPORATION | 439,476 | $40.1m | 7.7% |
| CHRD CHORD ENERGY CORPORATION | 331,056 | $37.8m | 7.3% |
| ENPH ENPHASE ENERGY INC | 663,389 | $32.7m | 6.3% |
| AESI ATLAS ENERGY SOLUTIONS INC | 1,462,748 | $24.3m | 4.7% |
| DVN DEVON ENERGY CORP NEW | 503,984 | $20.8m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1977128")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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