Palo Duro Investment Partners, LP
32 holdingsFiling period: 2026-06-30Current AUM: $533.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AR | Antero Resources Corp | 2.73M | $96.0M | $106.6M | 20.00% | +616.4K | 2026-06-30 |
| 2 | GPOR | Gulfport Energy Corp | 357.9K | $60.7M | $57.4M | 10.77% | +5.8K | 2026-06-30 |
| 3 | PR | Permian Resources Corp | 2.96M | $54.5M | $72.2M | 13.55% | -126,027 | 2026-06-30 |
| 4 | DAR | Darling Ingredients Inc | 988.3K | $54.0M | $55.0M | 10.31% | +110.0K | 2026-06-30 |
| 5 | BKR | Baker Hughes Company | 935.4K | $51.9M | $50.2M | 9.41% | -30,888 | 2026-06-30 |
| 6 | EXE | Expand Energy Corporation | 439.5K | $40.1M | $40.9M | 7.66% | +243.5K | 2026-06-30 |
| 7 | CHRD | Chord Energy Corporation | 331.1K | $37.8M | $49.8M | 9.34% | -94,118 | 2026-06-30 |
| 8 | ENPH | Enphase Energy Inc | 663.4K | $32.7M | $20.8M | 3.90% | -- | 2026-06-30 |
| 9 | AESI | Atlas Energy Solutions Inc | 1.46M | $24.3M | $12.6M | 2.36% | -- | 2026-06-30 |
| 10 | DVN | Devon Energy Corp New | 504.0K | $20.8M | $24.8M | 4.65% | +435.1K | 2026-06-30 |
| 11 | CRC | California Res Corp | 350.7K | $18.5M | $18.6M | 3.48% | -34,507 | 2026-06-30 |
| 12 | NXT | Nextpower Inc | 62.4K | $7.4M | $4.8M | 0.91% | -766 | 2026-06-30 |
| 13 | SHLS | Shoals Technologies Group in | 647.5K | $6.4M | $5.0M | 0.94% | -996,220 | 2026-06-30 |
| 14 | TRGP | Targa Res Corp | 17.6K | $4.7M | $5.1M | 0.95% | +202 | 2026-06-30 |
| 15 | FANG | Diamondback Energy Inc | 10.0K | $1.8M | $2.0M | 0.37% | -- | 2026-06-30 |
| 16 | DTM | DT Midstream Inc | 8.3K | $1.2M | $1.0M | 0.19% | +118 | 2026-06-30 |
| 17 | DINO | HF Sinclair Corp | 12.8K | $895K | $1.6M | 0.29% | +206 | 2026-06-30 |
| 18 | AM | Antero Midstream Corp | 27.8K | $631K | $572K | 0.11% | -1,110 | 2026-06-30 |
| 19 | UEC | Uranium Energy Corp | 41.1K | $437K | $307K | 0.06% | +2.0K | 2026-06-30 |
| 20 | PAGP | Plains GP Hldgs L P | 16.2K | $392K | $451K | 0.08% | +186 | 2026-06-30 |
| 21 | HESM | Hess Midstream LP | 10.3K | $387K | $309K | 0.06% | +363 | 2026-06-30 |
| 22 | PBF | Pbf Energy Inc | 8.1K | $370K | $644K | 0.12% | +1.1K | 2026-06-30 |
| 23 | CNR | Core Natural Resources Inc | 4.3K | $340K | $375K | 0.07% | +118 | 2026-06-30 |
| 24 | LEU | Centrus Energy Corp | 1.6K | $261K | $162K | 0.03% | +141 | 2026-06-30 |
| 25 | — | International Seaways Inc | 3.3K | $253K | $253K | 0.05% | -98 | 2026-06-30 |
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