StockDriftsStockDriftsTop 32 Palo Duro Investment Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AR | ANTERO RESOURCES CORP | 18.52% | 2.73M | $96.0M | +29.14%(+616.39K) | $32.87(+13.68%) | 2026-06-30 | |
| GPOR | GULFPORT ENERGY CORP | 11.72% | 357.9K | $60.7M | +1.64%(+5.79K) | $196.89(-13.64%) | 2026-06-30 | |
| PR | PERMIAN RESOURCES CORP | 10.51% | 2.96M | $54.5M | -4.08%(-126.03K) | $13.59(+58.17%) | 2026-06-30 | |
| DAR | DARLING INGREDIENTS INC | 10.42% | 988.3K | $54.0M | +12.52%(+109.96K) | $39.97(+67.72%) | 2026-06-30 | |
| BKR | BAKER HUGHES COMPANY | 10.02% | 935.4K | $51.9M | -3.20%(-30.89K) | $43.90(+47.65%) | 2026-06-30 | |
| EXE | EXPAND ENERGY CORPORATION | 7.73% | 439.5K | $40.1M | +124.29%(+243.53K) | $105.22(-9.92%) | 2026-06-30 | |
| CHRD | CHORD ENERGY CORPORATION | 7.3% | 331.1K | $37.8M | -22.14%(-94.12K) | $146.42(-6.21%) | 2026-06-30 | |
| ENPH | ENPHASE ENERGY INC | 6.3% | 663.4K | $32.7M | new | $42.44(-4.62%) | 2026-06-30 | |
| AESI | ATLAS ENERGY SOLUTIONS INC | 4.69% | 1.46M | $24.3M | new | $14.88(-16.33%) | 2026-06-30 | |
| DVN | DEVON ENERGY CORP NEW | 4.02% | 504.0K | $20.8M | +631.46%(+435.08K) | $45.10(+1.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.71% | +54.91% | — | — | +65.35% |
| Top 20 Holdings Unweighted | +15.94% | +55.85% | — | — | +68.68% |
Palo Duro Investment Partners LP reports $518.29M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are AR (18.5%), GPOR (11.7%) and PR (10.5%). The top 20 holdings account for 99.42% of reported assets. Its disclosed equity book has returned +54.91% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Palo Duro Investment Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1977128). View Palo Duro Investment Partners LP’s 13F filings on SEC