Filed: 8/14/2026ACC: 0001214659-26-010379
📋 What this filing means
PALO DURO INVESTMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $518.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$518.29M
Total AUM (reported)
12.64M
Total Shares
Allocation by class
COM$253.00M48.8%
COM NEW$62.36M12.0%
CLASS A COM$61.92M11.9%
COMMON SHARES$60.73M11.7%
CL A$58.95M11.4%
COM STOCK$18.54M3.6%
COMMON STOCK$1.22M0.2%
Portfolio Concentration
Top 3$211.21M40.8%
4–10$261.59M50.5%
11–25$44.04M8.5%
Rest$1.45M0.3%
Top 3 weight
40.8%
Top 10 weight
91.2%
Voting Authority Distribution
Total shares with voting rights: 12.64M
Sole
Full voting authority
12.64M
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)
Sole32
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings32
Rows:
ANTERO RESOURCES CORP
SOLEShares2.73M
TypeSH
Market value$95.99M
18.52%
Sole
2.73M
Shared
0.00
None
0.00
GULFPORT ENERGY CORP
SOLEShares357.89K
TypeSH
Market value$60.73M
11.72%
Sole
357.89K
Shared
0.00
None
0.00
PERMIAN RESOURCES CORP
SOLEShares2.96M
TypeSH
Market value$54.49M
10.51%
Sole
2.96M
Shared
0.00
None
0.00
DARLING INGREDIENTS INC
SOLEShares988.29K
TypeSH
Market value$53.98M
10.42%
Sole
988.29K
Shared
0.00
None
0.00
BAKER HUGHES COMPANY
SOLEShares935.36K
TypeSH
Market value$51.91M
10.02%
Sole
935.36K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares439.48K
TypeSH
Market value$40.08M
7.73%
Sole
439.48K
Shared
0.00
None
0.00
CHORD ENERGY CORPORATION
SOLEShares331.06K
TypeSH
Market value$37.84M
7.30%
Sole
331.06K
Shared
0.00
None
0.00
ENPHASE ENERGY INC
SOLEShares663.39K
TypeSH
Market value$32.67M
6.30%
Sole
663.39K
Shared
0.00
None
0.00
ATLAS ENERGY SOLUTIONS INC
SOLEShares1.46M
TypeSH
Market value$24.30M
4.69%
Sole
1.46M
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares503.98K
TypeSH
Market value$20.82M
4.02%
Sole
503.98K
Shared
0.00
None
0.00
CALIFORNIA RES CORP
SOLEShares350.66K
TypeSH
Market value$18.54M
3.58%
Sole
350.66K
Shared
0.00
None
0.00
NEXTPOWER INC
SOLEShares62.37K
TypeSH
Market value$7.43M
1.43%
Sole
62.37K
Shared
0.00
None
0.00
SHOALS TECHNOLOGIES GROUP IN
SOLEShares647.47K
TypeSH
Market value$6.41M
1.24%
Sole
647.47K
Shared
0.00
None
0.00
TARGA RES CORP
SOLEShares17.57K
TypeSH
Market value$4.71M
0.91%
Sole
17.57K
Shared
0.00
None
0.00
DIAMONDBACK ENERGY INC
SOLEShares10K
TypeSH
Market value$1.76M
0.34%
Sole
10K
Shared
0.00
None
0.00
DT MIDSTREAM INC
SOLEShares8.34K
TypeSH
Market value$1.22M
0.24%
Sole
8.34K
Shared
0.00
None
0.00
HF SINCLAIR CORP
SOLEShares12.85K
TypeSH
Market value$895.0K
0.17%
Sole
12.85K
Shared
0.00
None
0.00
ANTERO MIDSTREAM CORP
SOLEShares27.76K
TypeSH
Market value$631.5K
0.12%
Sole
27.76K
Shared
0.00
None
0.00
URANIUM ENERGY CORP
SOLEShares41.07K
TypeSH
Market value$437.8K
0.08%
Sole
41.07K
Shared
0.00
None
0.00
PLAINS GP HLDGS L P
SOLEShares16.17K
TypeSH
Market value$392.4K
0.08%
Sole
16.17K
Shared
0.00
None
0.00
HESS MIDSTREAM LP
SOLEShares10.31K
TypeSH
Market value$387.6K
0.07%
Sole
10.31K
Shared
0.00
None
0.00
PBF ENERGY INC
SOLEShares8.14K
TypeSH
Market value$370.8K
0.07%
Sole
8.14K
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares4.26K
TypeSH
Market value$340.6K
0.07%
Sole
4.26K
Shared
0.00
None
0.00
CENTRUS ENERGY CORP
SOLEShares1.56K
TypeSH
Market value$261.2K
0.05%
Sole
1.56K
Shared
0.00
None
0.00
INTERNATIONAL SEAWAYS INC
SOLEShares3.31K
TypeSH
Market value$253.4K
0.05%
Sole
3.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ANTERO RESOURCES CORPSOLE | COM | 2.73M | SH | $95.99M 18.52% | 2.73M | 0.00 | 0.00 |
GULFPORT ENERGY CORPSOLE | COMMON SHARES | 357.89K | SH | $60.73M 11.72% | 357.89K | 0.00 | 0.00 |
PERMIAN RESOURCES CORPSOLE | CLASS A COM | 2.96M | SH | $54.49M 10.51% | 2.96M | 0.00 | 0.00 |
DARLING INGREDIENTS INCSOLE | COM | 988.29K | SH | $53.98M 10.42% | 988.29K | 0.00 | 0.00 |
BAKER HUGHES COMPANYSOLE | CL A | 935.36K | SH | $51.91M 10.02% | 935.36K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 439.48K | SH | $40.08M 7.73% | 439.48K | 0.00 | 0.00 |
CHORD ENERGY CORPORATIONSOLE | COM NEW | 331.06K | SH | $37.84M 7.30% | 331.06K | 0.00 | 0.00 |
ENPHASE ENERGY INCSOLE | COM | 663.39K | SH | $32.67M 6.30% | 663.39K | 0.00 | 0.00 |
ATLAS ENERGY SOLUTIONS INCSOLE | COM NEW | 1.46M | SH | $24.30M 4.69% | 1.46M | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 503.98K | SH | $20.82M 4.02% | 503.98K | 0.00 | 0.00 |
CALIFORNIA RES CORPSOLE | COM STOCK | 350.66K | SH | $18.54M 3.58% | 350.66K | 0.00 | 0.00 |
NEXTPOWER INCSOLE | CLASS A COM | 62.37K | SH | $7.43M 1.43% | 62.37K | 0.00 | 0.00 |
SHOALS TECHNOLOGIES GROUP INSOLE | CL A | 647.47K | SH | $6.41M 1.24% | 647.47K | 0.00 | 0.00 |
TARGA RES CORPSOLE | COM | 17.57K | SH | $4.71M 0.91% | 17.57K | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCSOLE | COM | 10K | SH | $1.76M 0.34% | 10K | 0.00 | 0.00 |
DT MIDSTREAM INCSOLE | COMMON STOCK | 8.34K | SH | $1.22M 0.24% | 8.34K | 0.00 | 0.00 |
HF SINCLAIR CORPSOLE | COM | 12.85K | SH | $895.0K 0.17% | 12.85K | 0.00 | 0.00 |
ANTERO MIDSTREAM CORPSOLE | COM | 27.76K | SH | $631.5K 0.12% | 27.76K | 0.00 | 0.00 |
URANIUM ENERGY CORPSOLE | COM | 41.07K | SH | $437.8K 0.08% | 41.07K | 0.00 | 0.00 |
PLAINS GP HLDGS L PSOLE | LTD PARTNR INT A | 16.17K | SH | $392.4K 0.08% | 16.17K | 0.00 | 0.00 |
HESS MIDSTREAM LPSOLE | CL A SHS | 10.31K | SH | $387.6K 0.07% | 10.31K | 0.00 | 0.00 |
PBF ENERGY INCSOLE | CL A | 8.14K | SH | $370.8K 0.07% | 8.14K | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 4.26K | SH | $340.6K 0.07% | 4.26K | 0.00 | 0.00 |
CENTRUS ENERGY CORPSOLE | CL A | 1.56K | SH | $261.2K 0.05% | 1.56K | 0.00 | 0.00 |
INTERNATIONAL SEAWAYS INCSOLE | COM | 3.31K | SH | $253.4K 0.05% | 3.31K | 0.00 | 0.00 |
Page 1 of 2