Palo Duro Investment Partners, LP

CIK 0001977128 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Palo Duro Investment Partners, LP reported 32 positions worth $518.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AR (18.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$518.3M
2026 Q2
Positions
32
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
91.2%
Est. Net Flow (Q)
2026 Q2
10 / 32 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ARANTERO RESOURCES CORPSH$96.0M18.52%2,731,503
2GPORGULFPORT ENERGY CORPSH$60.7M11.72%357,893
3PRPERMIAN RESOURCES CORPSH$54.5M10.51%2,959,965
4DARDARLING INGREDIENTS INCSH$54.0M10.42%988,289
5BKRBAKER HUGHES COMPANYSH$51.9M10.02%935,361
6EXEEXPAND ENERGY CORPORATIONSH$40.1M7.73%439,476
7CHRDCHORD ENERGY CORPORATIONSH$37.8M7.30%331,056
8ENPHENPHASE ENERGY INCSH$32.7M6.30%663,389
9AESIATLAS ENERGY SOLUTIONS INCSH$24.3M4.69%1,462,748
10DVNDEVON ENERGY CORP NEWSH$20.8M4.02%503,984

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Palo Duro Investment Partners, LP hold as of Q2 2026?

Palo Duro Investment Partners, LP reported 32 positions worth $518.3M in its Q2 2026 13F filing. Largest positions: AR (18.5%), GPOR (11.7%), PR (10.5%), DAR (10.4%) and BKR (10.0%).

What did Palo Duro Investment Partners, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Palo Duro Investment Partners, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.