Palo Duro Investment Partners, LP
CHICAGO, IL
$518m in 32 US stocks at the end of 30 June 2026. The top 10 are 91.2% of the money. It changed about 19.5% of the portfolio this quarter.
Value
$518m
Stocks
32
Top 10 share
91.2%
Turnover
19.5%
What changed this quarter
New
Bought for the first time this quarter.
- Enphase EnergyENPH6.3% of the fund
- Atlas Energy SolutionsAESI4.7% of the fund
- Diamondback EnergyFANG0.3% of the fund
- Kinetik HoldingsKNTK<0.1% of the fund
- NextDecadeNEXT<0.1% of the fund
Added
Bought more of a stock they already held.
- Antero ResourcesAR18.5% of the fund+29%
- Darling IngredientsDAR10.4% of the fund+13%
- Expand EnergyEXE7.7% of the fund+124%
- Devon EnergyDVN4.0% of the fund+631%
- Uranium EnergyUEC<0.1% of the fund+5%
- Hess Midstream LPHESM<0.1% of the fund+4%
- PBF EnergyPBF<0.1% of the fund+16%
- Core Natural ResourcesCNR<0.1% of the fund+3%
- Centrus EnergyLEU<0.1% of the fund+10%
- Peabody EnergyBTU<0.1% of the fund+4%
- CalumetCLMT<0.1% of the fund+4%
Cut
Sold some of their stake.
- Permian ResourcesPR10.5% of the fund-4%
- Baker HughesBKR10.0% of the fund-3%
- Chord EnergyCHRD7.3% of the fund-22%
- California ResourcesCRC3.6% of the fund-9%
- Shoals Technologies GroupSHLS1.2% of the fund-61%
- Antero MidstreamAM0.1% of the fund-4%
- International SeawaysINSW<0.1% of the fund-3%
- SunococorpSUNC<0.1% of the fund-3%
Sold out
Sold their entire stake.
- Generac HoldingsGNRC-100%
- EQTEQT-100%
Holdings
- SunococorpSUNC
- Share
- <0.1%
- Value
- $219,048
- Shares
- 3,237
-3%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Antero ResourcesAR | 18.5% | $96m | 2,731,503 | +29% |
| Gulfport EnergyGPOR | 11.7% | $61m | 357,893 | Held |
| Permian ResourcesPR | 10.5% | $54m | 2,959,965 | -4% |
| Darling IngredientsDAR | 10.4% | $54m | 988,289 | +13% |
| Baker HughesBKR | 10.0% | $52m | 935,361 | -3% |
| Expand EnergyEXE | 7.7% | $40m | 439,476 | +124% |
| Chord EnergyCHRD | 7.3% | $38m | 331,056 | -22% |
| Enphase EnergyENPH | 6.3% | $33m | 663,389 | New |
| Atlas Energy SolutionsAESI | 4.7% | $24m | 1,462,748 | New |
| Devon EnergyDVN | 4.0% | $21m | 503,984 | +631% |
| California ResourcesCRC | 3.6% | $19m | 350,657 | -9% |
| NextpowerNXT | 1.4% | $7m | 62,368 | Held |
| Shoals Technologies GroupSHLS | 1.2% | $6m | 647,469 | -61% |
| Targa ResourcesTRGP | 0.9% | $5m | 17,565 | Held |
| Diamondback EnergyFANG | 0.3% | $2m | 9,997 | New |
| DT MidstreamDTM | 0.2% | $1m | 8,341 | Held |
| HF SinclairDINO | 0.2% | $895,002 | 12,850 | Held |
| Antero MidstreamAM | 0.1% | $631,517 | 27,759 | -4% |
| Uranium EnergyUEC | <0.1% | $437,764 | 41,066 | +5% |
| Plains GP Holdings LPPAGP | <0.1% | $392,446 | 16,170 | Held |
| Hess Midstream LPHESM | <0.1% | $387,618 | 10,309 | +4% |
| PBF EnergyPBF | <0.1% | $370,760 | 8,145 | +16% |
| Core Natural ResourcesCNR | <0.1% | $340,645 | 4,257 | +3% |
| Centrus EnergyLEU | <0.1% | $261,206 | 1,556 | +10% |
| International SeawaysINSW | <0.1% | $253,436 | 3,309 | -3% |
| Delek US HoldingsDK | <0.1% | $248,563 | 4,892 | Held |
| Peabody EnergyBTU | <0.1% | $236,795 | 10,242 | +4% |
| PAR Pacific HoldingsPARR | <0.1% | $227,180 | 4,051 | Held |
| SunococorpSUNC | <0.1% | $219,048 | 3,237 | -3% |
| Kinetik HoldingsKNTK | <0.1% | $212,986 | 4,406 | New |
| CalumetCLMT | <0.1% | $209,816 | 5,825 | +4% |
| NextDecadeNEXT | <0.1% | $91,536 | 12,140 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 71.1% since 30 June 2025.
Where the money is
Energy80.3%
Everyday goods10.4%
Technology7.5%
Industrials1.5%
Materials0.1%
Utilities0.1%
Other0.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.