Palo Duro Investment Partners, LP
29 holdingsFiling period: 2026-03-31Current AUM: $473.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AR | ANTERO RESOURCES CORP | 2.12M | $89.8M | $76.4M | 16.16% | +181.6K | 2026-03-31 |
| 2 | GPOR | GULFPORT ENERGY CORP | 352.1K | $74.5M | $56.8M | 12.01% | +129.5K | 2026-03-31 |
| 3 | PR | PERMIAN RESOURCES CORP | 3.09M | $65.8M | $65.8M | 13.90% | +368.2K | 2026-03-31 |
| 4 | CHRD | CHORD ENERGY CORPORATION | 425.2K | $60.5M | $59.7M | 12.61% | -34,788 | 2026-03-31 |
| 5 | BKR | BAKER HUGHES COMPANY | 966.2K | $59.0M | $58.4M | 12.35% | +54.8K | 2026-03-31 |
| 6 | DAR | DARLING INGREDIENTS INC | 878.3K | $54.3M | $53.3M | 11.26% | +246.3K | 2026-03-31 |
| 7 | CRC | CALIFORNIA RES CORP | 385.2K | $26.7M | $20.3M | 4.28% | -31,073 | 2026-03-31 |
| 8 | GNRC | GENERAC HLDGS INC | 125.1K | $24.4M | $24.7M | 5.21% | +8.1K | 2026-03-31 |
| 9 | EXE | EXPAND ENERGY CORPORATION | 195.9K | $21.5M | $18.4M | 3.89% | -- | 2026-03-31 |
| 10 | SHLS | SHOALS TECHNOLOGIES GROUP IN | 1.64M | $10.8M | $14.4M | 3.04% | +1.35M | 2026-03-31 |
| 11 | NXT | NEXTPOWER INC | 63.1K | $7.6M | $5.7M | 1.20% | +14.2K | 2026-03-31 |
| 12 | EQT | EQT CORP | 87.8K | $5.6M | $4.7M | 0.99% | -395,505 | 2026-03-31 |
| 13 | TRGP | TARGA RES CORP | 17.4K | $4.4M | $4.7M | 0.99% | +3.1K | 2026-03-31 |
| 14 | DVN | DEVON ENERGY CORP NEW | 68.9K | $3.5M | $3.1M | 0.66% | +8.6K | 2026-03-31 |
| 15 | DTM | DT MIDSTREAM INC | 8.2K | $1.1M | $1.1M | 0.24% | +1.5K | 2026-03-31 |
| 16 | DINO | HF SINCLAIR CORP | 12.6K | $788K | $1.2M | 0.24% | +2.1K | 2026-03-31 |
| 17 | AM | ANTERO MIDSTREAM CORP | 28.9K | $658K | $634K | 0.13% | +5.3K | 2026-03-31 |
| 18 | UEC | URANIUM ENERGY CORP | 39.1K | $527K | $375K | 0.08% | +9.9K | 2026-03-31 |
| 19 | CNR | CORE NATURAL RESOURCES INC | 4.1K | $433K | $330K | 0.07% | +606 | 2026-03-31 |
| 20 | PAGP | PLAINS GP HLDGS L P | 16.0K | $388K | $421K | 0.09% | +2.8K | 2026-03-31 |
| 21 | HESM | HESS MIDSTREAM LP | 9.9K | $386K | $405K | 0.09% | +1.8K | 2026-03-31 |
| 22 | PBF | PBF ENERGY INC | 7.0K | $334K | $507K | 0.11% | -- | 2026-03-31 |
| 23 | BTU | PEABODY ENGR CORP | 9.8K | $323K | $209K | 0.04% | +1.7K | 2026-03-31 |
| 24 | PARR | PAR PAC HOLDINGS INC | 4.1K | $255K | $350K | 0.07% | -- | 2026-03-31 |
| 25 | — | INTERNATIONAL SEAWAYS INC | 3.4K | $248K | $248K | 0.05% | -- | 2026-03-31 |
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