Filed: 8/14/2025ACC: 0001214659-25-012225
📋 What this filing means
PALO DURO INVESTMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $302.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$302.86M
Total AUM (reported)
6.31M
Total Shares
Allocation by class
COM$137.38M45.4%
COM NEW$67.06M22.1%
COMMON SHARES$43.04M14.2%
CLASS A COM$30.58M10.1%
COM STOCK$17.31M5.7%
CL A$5.76M1.9%
COMMON STOCK$817.5K0.3%
Portfolio Concentration
Top 3$193.27M63.8%
4–10$102.39M33.8%
11–25$7.20M2.4%
Top 3 weight
63.8%
Top 10 weight
97.6%
Voting Authority Distribution
Total shares with voting rights: 6.31M
Sole
Full voting authority
6.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
EQT CORP
SOLEShares1.17M
TypeSH
Market value$67.98M
22.45%
Sole
1.17M
Shared
0.00
None
0.00
CHORD ENERGY CORPORATION
SOLEShares692.46K
TypeSH
Market value$67.06M
22.14%
Sole
692.46K
Shared
0.00
None
0.00
ANTERO RESOURCES CORP
SOLEShares1.45M
TypeSH
Market value$58.22M
19.22%
Sole
1.45M
Shared
0.00
None
0.00
GULFPORT ENERGY CORP
SOLEShares213.94K
TypeSH
Market value$43.04M
14.21%
Sole
213.94K
Shared
0.00
None
0.00
PERMIAN RESOURCES CORP
SOLEShares1.94M
TypeSH
Market value$26.37M
8.71%
Sole
1.94M
Shared
0.00
None
0.00
CALIFORNIA RES CORP
SOLEShares378.97K
TypeSH
Market value$17.31M
5.71%
Sole
378.97K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares144.68K
TypeSH
Market value$5.55M
1.83%
Sole
144.68K
Shared
0.00
None
0.00
NEXTRACKER INC
SOLEShares77.48K
TypeSH
Market value$4.21M
1.39%
Sole
77.48K
Shared
0.00
None
0.00
CHART INDS INC
SOLEShares19.07K
TypeSH
Market value$3.14M
1.04%
Sole
19.07K
Shared
0.00
None
0.00
TARGA RES CORP
SOLEShares15.97K
TypeSH
Market value$2.78M
0.92%
Sole
15.97K
Shared
0.00
None
0.00
CF INDS HLDGS INC
SOLEShares29.01K
TypeSH
Market value$2.67M
0.88%
Sole
29.01K
Shared
0.00
None
0.00
DIAMONDBACK ENERGY INC
SOLEShares7.80K
TypeSH
Market value$1.07M
0.35%
Sole
7.80K
Shared
0.00
None
0.00
DT MIDSTREAM INC
SOLEShares7.44K
TypeSH
Market value$817.5K
0.27%
Sole
7.44K
Shared
0.00
None
0.00
ANTERO MIDSTREAM CORP
SOLEShares26.30K
TypeSH
Market value$498.3K
0.16%
Sole
26.30K
Shared
0.00
None
0.00
HF SINCLAIR CORP
SOLEShares11.79K
TypeSH
Market value$484.4K
0.16%
Sole
11.79K
Shared
0.00
None
0.00
HESS MIDSTREAM LP
SOLEShares9.19K
TypeSH
Market value$353.9K
0.12%
Sole
9.19K
Shared
0.00
None
0.00
PLAINS GP HLDGS L P
SOLEShares14.45K
TypeSH
Market value$280.8K
0.09%
Sole
14.45K
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares3.94K
TypeSH
Market value$274.6K
0.09%
Sole
3.94K
Shared
0.00
None
0.00
CENTRUS ENERGY CORP
SOLEShares1.18K
TypeSH
Market value$216.9K
0.07%
Sole
1.18K
Shared
0.00
None
0.00
URANIUM ENERGY CORP
SOLEShares31.63K
TypeSH
Market value$215.1K
0.07%
Sole
31.63K
Shared
0.00
None
0.00
TETRA TECHNOLOGIES INC DEL
SOLEShares59.46K
TypeSH
Market value$199.8K
0.07%
Sole
59.46K
Shared
0.00
None
0.00
NEXTDECADE CORP
SOLEShares10.27K
TypeSH
Market value$91.5K
0.03%
Sole
10.27K
Shared
0.00
None
0.00
CLEAN ENERGY FUELS CORP
SOLEShares12.25K
TypeSH
Market value$23.9K
<0.01%
Sole
12.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EQT CORPSOLE | COM | 1.17M | SH | $67.98M 22.45% | 1.17M | 0.00 | 0.00 |
CHORD ENERGY CORPORATIONSOLE | COM NEW | 692.46K | SH | $67.06M 22.14% | 692.46K | 0.00 | 0.00 |
ANTERO RESOURCES CORPSOLE | COM | 1.45M | SH | $58.22M 19.22% | 1.45M | 0.00 | 0.00 |
GULFPORT ENERGY CORPSOLE | COMMON SHARES | 213.94K | SH | $43.04M 14.21% | 213.94K | 0.00 | 0.00 |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 1.94M | SH | $26.37M 8.71% | 1.94M | 0.00 | 0.00 |
CALIFORNIA RES CORPSOLE | COM STOCK | 378.97K | SH | $17.31M 5.71% | 378.97K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 144.68K | SH | $5.55M 1.83% | 144.68K | 0.00 | 0.00 |
NEXTRACKER INCSOLE | CLASS A COM | 77.48K | SH | $4.21M 1.39% | 77.48K | 0.00 | 0.00 |
CHART INDS INCSOLE | COM | 19.07K | SH | $3.14M 1.04% | 19.07K | 0.00 | 0.00 |
TARGA RES CORPSOLE | COM | 15.97K | SH | $2.78M 0.92% | 15.97K | 0.00 | 0.00 |
CF INDS HLDGS INCSOLE | COM | 29.01K | SH | $2.67M 0.88% | 29.01K | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCSOLE | COM | 7.80K | SH | $1.07M 0.35% | 7.80K | 0.00 | 0.00 |
DT MIDSTREAM INCSOLE | COMMON STOCK | 7.44K | SH | $817.5K 0.27% | 7.44K | 0.00 | 0.00 |
ANTERO MIDSTREAM CORPSOLE | COM | 26.30K | SH | $498.3K 0.16% | 26.30K | 0.00 | 0.00 |
HF SINCLAIR CORPSOLE | COM | 11.79K | SH | $484.4K 0.16% | 11.79K | 0.00 | 0.00 |
HESS MIDSTREAM LPSOLE | CL A SHS | 9.19K | SH | $353.9K 0.12% | 9.19K | 0.00 | 0.00 |
PLAINS GP HLDGS L PSOLE | LTD PARTNR INT A | 14.45K | SH | $280.8K 0.09% | 14.45K | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 3.94K | SH | $274.6K 0.09% | 3.94K | 0.00 | 0.00 |
CENTRUS ENERGY CORPSOLE | CL A | 1.18K | SH | $216.9K 0.07% | 1.18K | 0.00 | 0.00 |
URANIUM ENERGY CORPSOLE | COM | 31.63K | SH | $215.1K 0.07% | 31.63K | 0.00 | 0.00 |
TETRA TECHNOLOGIES INC DELSOLE | COM | 59.46K | SH | $199.8K 0.07% | 59.46K | 0.00 | 0.00 |
NEXTDECADE CORPSOLE | COM | 10.27K | SH | $91.5K 0.03% | 10.27K | 0.00 | 0.00 |
CLEAN ENERGY FUELS CORPSOLE | COM | 12.25K | SH | $23.9K <0.01% | 12.25K | 0.00 | 0.00 |