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Palo Duro Investment Partners Lp

Portfolio Manager
Palo Duro Investment Partners LP
Performance
+34.61% (2026 Q1)
AUM (13F)
$514.59M
# of Holdings
29
Performance Rank
Allocation (Top 20)
99.54%

Palo Duro Investment Partners Lp Holdings Map

Top 29 Palo Duro Investment Partners Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AR
ANTERO RESOURCES CORP
17.44%2.12M$89.8M
+9.39%(+181.62K)
2025-Q1: 1.98M shares2025-Q2: 1.45M shares2025-Q3: 2.32M shares2025-Q4: 1.93M shares2026-Q1: 2.12M shares
$30.89(+23.80%)
2026-03-31
GPOR
GULFPORT ENERGY CORP
14.48%352.1K$74.5M
+58.18%(+129.50K)
2025-Q1: 83.7K shares2025-Q2: 213.9K shares2025-Q3: 280.3K shares2025-Q4: 222.6K shares2026-Q1: 352.1K shares
$196.97(-7.20%)
2026-03-31
PR
PERMIAN RESOURCES CORP
12.79%3.09M$65.8M
+13.55%(+368.24K)
2025-Q1: 1.66M shares2025-Q2: 1.94M shares2025-Q3: 2.60M shares2025-Q4: 2.72M shares2026-Q1: 3.09M shares
$13.59(+53.31%)
2026-03-31
CHRD
CHORD ENERGY CORPORATION
11.75%425.2K$60.5M
-7.56%(-34.79K)
2025-Q1: 689.7K shares2025-Q2: 692.5K shares2025-Q3: 577.6K shares2025-Q4: 460.0K shares2026-Q1: 425.2K shares
$146.42(+1.35%)
2026-03-31
BKR
BAKER HUGHES COMPANY
11.46%966.2K$59.0M
+6.01%(+54.78K)
2025-Q1: 127.0K shares2025-Q2: 144.7K shares2025-Q3: 596.8K shares2025-Q4: 911.5K shares2026-Q1: 966.2K shares
$43.90(+46.05%)
2026-03-31
DAR
DARLING INGREDIENTS INC
10.56%878.3K$54.3M
+38.97%(+246.28K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 632.0K shares2026-Q1: 878.3K shares
$37.78(+65.09%)
2026-03-31
CRC
CALIFORNIA RES CORP
5.18%385.2K$26.7M
-7.47%(-31.07K)
2025-Q1: 464.4K shares2025-Q2: 379.0K shares2025-Q3: 318.3K shares2025-Q4: 416.2K shares2026-Q1: 385.2K shares
$50.97(+19.96%)
2026-03-31
GNRC
GENERAC HLDGS INC
4.75%125.1K$24.4M
+6.92%(+8.10K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 117.0K shares2026-Q1: 125.1K shares
$152.79(+72.58%)
2026-03-31
EXE
EXPAND ENERGY CORPORATION
4.18%195.9K$21.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 195.9K shares
$110.07(-12.16%)
2026-03-31
SHLS
SHOALS TECHNOLOGIES GROUP IN
2.1%1.64M$10.8M
+458.82%(+1.35M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 566.6K shares2025-Q4: 294.1K shares2026-Q1: 1.64M shares
$7.23(+42.80%)
2026-03-31

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