Filed: 11/14/2025ACC: 0001214659-25-016631
📋 What this filing means
PALO DURO INVESTMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $315.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$315.29M
Total AUM (reported)
8.05M
Total Shares
Allocation by class
COM$114.47M36.3%
COM NEW$57.39M18.2%
COMMON SHARES$50.73M16.1%
CLASS A COM$40.52M12.9%
CL A$33.61M10.7%
COM STOCK$16.93M5.4%
COMMON STOCK$790.5K0.3%
Portfolio Concentration
Top 3$185.84M58.9%
4–10$122.78M38.9%
11–25$6.68M2.1%
Top 3 weight
58.9%
Top 10 weight
97.9%
Voting Authority Distribution
Total shares with voting rights: 8.05M
Sole
Full voting authority
8.05M
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)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
ANTERO RESOURCES CORP
SOLEShares2.32M
TypeSH
Market value$77.71M
24.65%
Sole
2.32M
Shared
0.00
None
0.00
CHORD ENERGY CORPORATION
SOLEShares577.56K
TypeSH
Market value$57.39M
18.20%
Sole
577.56K
Shared
0.00
None
0.00
GULFPORT ENERGY CORP
SOLEShares280.32K
TypeSH
Market value$50.73M
16.09%
Sole
280.32K
Shared
0.00
None
0.00
PERMIAN RESOURCES CORP
SOLEShares2.60M
TypeSH
Market value$33.32M
10.57%
Sole
2.60M
Shared
0.00
None
0.00
EQT CORP
SOLEShares543.01K
TypeSH
Market value$29.56M
9.37%
Sole
543.01K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares596.76K
TypeSH
Market value$29.07M
9.22%
Sole
596.76K
Shared
0.00
None
0.00
CALIFORNIA RES CORP
SOLEShares318.32K
TypeSH
Market value$16.93M
5.37%
Sole
318.32K
Shared
0.00
None
0.00
NEXTRACKER INC
SOLEShares97.25K
TypeSH
Market value$7.20M
2.28%
Sole
97.25K
Shared
0.00
None
0.00
SHOALS TECHNOLOGIES GROUP IN
SOLEShares566.58K
TypeSH
Market value$4.20M
1.33%
Sole
566.58K
Shared
0.00
None
0.00
TARGA RES CORP
SOLEShares14.94K
TypeSH
Market value$2.50M
0.79%
Sole
14.94K
Shared
0.00
None
0.00
CF INDS HLDGS INC
SOLEShares25.58K
TypeSH
Market value$2.29M
0.73%
Sole
25.58K
Shared
0.00
None
0.00
DT MIDSTREAM INC
SOLEShares6.99K
TypeSH
Market value$790.5K
0.25%
Sole
6.99K
Shared
0.00
None
0.00
DIAMONDBACK ENERGY INC
SOLEShares5.23K
TypeSH
Market value$748.7K
0.24%
Sole
5.23K
Shared
0.00
None
0.00
HF SINCLAIR CORP
SOLEShares10.93K
TypeSH
Market value$572.1K
0.18%
Sole
10.93K
Shared
0.00
None
0.00
ANTERO MIDSTREAM CORP
SOLEShares24.58K
TypeSH
Market value$477.8K
0.15%
Sole
24.58K
Shared
0.00
None
0.00
URANIUM ENERGY CORP
SOLEShares29.23K
TypeSH
Market value$390.0K
0.12%
Sole
29.23K
Shared
0.00
None
0.00
CENTRUS ENERGY CORP
SOLEShares1.08K
TypeSH
Market value$335.5K
0.11%
Sole
1.08K
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares3.64K
TypeSH
Market value$303.8K
0.10%
Sole
3.64K
Shared
0.00
None
0.00
HESS MIDSTREAM LP
SOLEShares8.57K
TypeSH
Market value$296.2K
0.09%
Sole
8.57K
Shared
0.00
None
0.00
PLAINS GP HLDGS L P
SOLEShares13.54K
TypeSH
Market value$247.0K
0.08%
Sole
13.54K
Shared
0.00
None
0.00
PEABODY ENERGY CORP
SOLEShares8.26K
TypeSH
Market value$218.9K
0.07%
Sole
8.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ANTERO RESOURCES CORPSOLE | COM | 2.32M | SH | $77.71M 24.65% | 2.32M | 0.00 | 0.00 |
CHORD ENERGY CORPORATIONSOLE | COM NEW | 577.56K | SH | $57.39M 18.20% | 577.56K | 0.00 | 0.00 |
GULFPORT ENERGY CORPSOLE | COMMON SHARES | 280.32K | SH | $50.73M 16.09% | 280.32K | 0.00 | 0.00 |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 2.60M | SH | $33.32M 10.57% | 2.60M | 0.00 | 0.00 |
EQT CORPSOLE | COM | 543.01K | SH | $29.56M 9.37% | 543.01K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 596.76K | SH | $29.07M 9.22% | 596.76K | 0.00 | 0.00 |
CALIFORNIA RES CORPSOLE | COM STOCK | 318.32K | SH | $16.93M 5.37% | 318.32K | 0.00 | 0.00 |
NEXTRACKER INCSOLE | CLASS A COM | 97.25K | SH | $7.20M 2.28% | 97.25K | 0.00 | 0.00 |
SHOALS TECHNOLOGIES GROUP INSOLE | CL A | 566.58K | SH | $4.20M 1.33% | 566.58K | 0.00 | 0.00 |
TARGA RES CORPSOLE | COM | 14.94K | SH | $2.50M 0.79% | 14.94K | 0.00 | 0.00 |
CF INDS HLDGS INCSOLE | COM | 25.58K | SH | $2.29M 0.73% | 25.58K | 0.00 | 0.00 |
DT MIDSTREAM INCSOLE | COMMON STOCK | 6.99K | SH | $790.5K 0.25% | 6.99K | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCSOLE | COM | 5.23K | SH | $748.7K 0.24% | 5.23K | 0.00 | 0.00 |
HF SINCLAIR CORPSOLE | COM | 10.93K | SH | $572.1K 0.18% | 10.93K | 0.00 | 0.00 |
ANTERO MIDSTREAM CORPSOLE | COM | 24.58K | SH | $477.8K 0.15% | 24.58K | 0.00 | 0.00 |
URANIUM ENERGY CORPSOLE | COM | 29.23K | SH | $390.0K 0.12% | 29.23K | 0.00 | 0.00 |
CENTRUS ENERGY CORPSOLE | CL A | 1.08K | SH | $335.5K 0.11% | 1.08K | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 3.64K | SH | $303.8K 0.10% | 3.64K | 0.00 | 0.00 |
HESS MIDSTREAM LPSOLE | CL A SHS | 8.57K | SH | $296.2K 0.09% | 8.57K | 0.00 | 0.00 |
PLAINS GP HLDGS L PSOLE | LTD PARTNR INT A | 13.54K | SH | $247.0K 0.08% | 13.54K | 0.00 | 0.00 |
PEABODY ENERGY CORPSOLE | COM | 8.26K | SH | $218.9K 0.07% | 8.26K | 0.00 | 0.00 |