Filed: 5/15/2026ACC: 0001214659-26-006465
📋 What this filing means
PALO DURO INVESTMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $514.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$514.59M
Total AUM (reported)
10.57M
Total Shares
Allocation by class
COM$206.42M40.1%
COMMON SHARES$74.49M14.5%
CLASS A COM$73.40M14.3%
CL A$70.39M13.7%
COM NEW$60.71M11.8%
COM STOCK$26.66M5.2%
COMMON STOCK$1.11M0.2%
Portfolio Concentration
Top 3$230.05M44.7%
4–10$257.19M50.0%
11–25$26.47M5.1%
Rest$870.1K0.2%
Top 3 weight
44.7%
Top 10 weight
94.7%
Voting Authority Distribution
Total shares with voting rights: 10.57M
Sole
Full voting authority
10.57M
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)
Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:
ANTERO RESOURCES CORP
SOLEShares2.12M
TypeSH
Market value$89.77M
17.44%
Sole
2.12M
Shared
0.00
None
0.00
GULFPORT ENERGY CORP
SOLEShares352.10K
TypeSH
Market value$74.49M
14.48%
Sole
352.10K
Shared
0.00
None
0.00
PERMIAN RESOURCES CORP
SOLEShares3.09M
TypeSH
Market value$65.79M
12.79%
Sole
3.09M
Shared
0.00
None
0.00
CHORD ENERGY CORPORATION
SOLEShares425.17K
TypeSH
Market value$60.45M
11.75%
Sole
425.17K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares966.25K
TypeSH
Market value$58.99M
11.46%
Sole
966.25K
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares878.33K
TypeSH
Market value$54.32M
10.56%
Sole
878.33K
Shared
0.00
None
0.00
CALIFORNIA RES CORP
SOLEShares385.16K
TypeSH
Market value$26.66M
5.18%
Sole
385.16K
Shared
0.00
None
0.00
GENERAC HLDGS INC
SOLEShares125.13K
TypeSH
Market value$24.44M
4.75%
Sole
125.13K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares195.94K
TypeSH
Market value$21.51M
4.18%
Sole
195.94K
Shared
0.00
None
0.00
SHOALS TECHNOLOGIES GROUP IN
SOLEShares1.64M
TypeSH
Market value$10.82M
2.10%
Sole
1.64M
Shared
0.00
None
0.00
NEXTPOWER INC
SOLEShares63.13K
TypeSH
Market value$7.61M
1.48%
Sole
63.13K
Shared
0.00
None
0.00
EQT CORP
SOLEShares87.84K
TypeSH
Market value$5.59M
1.09%
Sole
87.84K
Shared
0.00
None
0.00
TARGA RES CORP
SOLEShares17.36K
TypeSH
Market value$4.35M
0.85%
Sole
17.36K
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares68.90K
TypeSH
Market value$3.47M
0.67%
Sole
68.90K
Shared
0.00
None
0.00
DT MIDSTREAM INC
SOLEShares8.22K
TypeSH
Market value$1.11M
0.22%
Sole
8.22K
Shared
0.00
None
0.00
HF SINCLAIR CORP
SOLEShares12.64K
TypeSH
Market value$788.9K
0.15%
Sole
12.64K
Shared
0.00
None
0.00
ANTERO MIDSTREAM CORP
SOLEShares28.87K
TypeSH
Market value$658.2K
0.13%
Sole
28.87K
Shared
0.00
None
0.00
URANIUM ENERGY CORP
SOLEShares39.10K
TypeSH
Market value$527.9K
0.10%
Sole
39.10K
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares4.14K
TypeSH
Market value$433.5K
0.08%
Sole
4.14K
Shared
0.00
None
0.00
PLAINS GP HLDGS L P
SOLEShares15.98K
TypeSH
Market value$388.1K
0.08%
Sole
15.98K
Shared
0.00
None
0.00
HESS MIDSTREAM LP
SOLEShares9.95K
TypeSH
Market value$386.6K
0.08%
Sole
9.95K
Shared
0.00
None
0.00
PBF ENERGY INC
SOLEShares7.03K
TypeSH
Market value$334.5K
0.07%
Sole
7.03K
Shared
0.00
None
0.00
PEABODY ENGR CORP
SOLEShares9.83K
TypeSH
Market value$323.8K
0.06%
Sole
9.83K
Shared
0.00
None
0.00
PAR PAC HOLDINGS INC
SOLEShares4.08K
TypeSH
Market value$255.6K
0.05%
Sole
4.08K
Shared
0.00
None
0.00
INTERNATIONAL SEAWAYS INC
SOLEShares3.41K
TypeSH
Market value$248.3K
0.05%
Sole
3.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ANTERO RESOURCES CORPSOLE | COM | 2.12M | SH | $89.77M 17.44% | 2.12M | 0.00 | 0.00 |
GULFPORT ENERGY CORPSOLE | COMMON SHARES | 352.10K | SH | $74.49M 14.48% | 352.10K | 0.00 | 0.00 |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 3.09M | SH | $65.79M 12.79% | 3.09M | 0.00 | 0.00 |
CHORD ENERGY CORPORATIONSOLE | COM NEW | 425.17K | SH | $60.45M 11.75% | 425.17K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 966.25K | SH | $58.99M 11.46% | 966.25K | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 878.33K | SH | $54.32M 10.56% | 878.33K | 0.00 | 0.00 |
CALIFORNIA RES CORPSOLE | COM STOCK | 385.16K | SH | $26.66M 5.18% | 385.16K | 0.00 | 0.00 |
GENERAC HLDGS INCSOLE | COM | 125.13K | SH | $24.44M 4.75% | 125.13K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 195.94K | SH | $21.51M 4.18% | 195.94K | 0.00 | 0.00 |
SHOALS TECHNOLOGIES GROUP INSOLE | CL A | 1.64M | SH | $10.82M 2.10% | 1.64M | 0.00 | 0.00 |
NEXTPOWER INCSOLE | CLASS A COM | 63.13K | SH | $7.61M 1.48% | 63.13K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 87.84K | SH | $5.59M 1.09% | 87.84K | 0.00 | 0.00 |
TARGA RES CORPSOLE | COM | 17.36K | SH | $4.35M 0.85% | 17.36K | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 68.90K | SH | $3.47M 0.67% | 68.90K | 0.00 | 0.00 |
DT MIDSTREAM INCSOLE | COMMON STOCK | 8.22K | SH | $1.11M 0.22% | 8.22K | 0.00 | 0.00 |
HF SINCLAIR CORPSOLE | COM | 12.64K | SH | $788.9K 0.15% | 12.64K | 0.00 | 0.00 |
ANTERO MIDSTREAM CORPSOLE | COM | 28.87K | SH | $658.2K 0.13% | 28.87K | 0.00 | 0.00 |
URANIUM ENERGY CORPSOLE | COM | 39.10K | SH | $527.9K 0.10% | 39.10K | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 4.14K | SH | $433.5K 0.08% | 4.14K | 0.00 | 0.00 |
PLAINS GP HLDGS L PSOLE | LTD PARTNR INT A | 15.98K | SH | $388.1K 0.08% | 15.98K | 0.00 | 0.00 |
HESS MIDSTREAM LPSOLE | CL A SHS | 9.95K | SH | $386.6K 0.08% | 9.95K | 0.00 | 0.00 |
PBF ENERGY INCSOLE | CL A | 7.03K | SH | $334.5K 0.07% | 7.03K | 0.00 | 0.00 |
PEABODY ENGR CORPSOLE | COM | 9.83K | SH | $323.8K 0.06% | 9.83K | 0.00 | 0.00 |
PAR PAC HOLDINGS INCSOLE | COM NEW | 4.08K | SH | $255.6K 0.05% | 4.08K | 0.00 | 0.00 |
INTERNATIONAL SEAWAYS INCSOLE | COM | 3.41K | SH | $248.3K 0.05% | 3.41K | 0.00 | 0.00 |
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