Palo Duro Investment Partners, LP
CIK: 0001977128SEC EDGAR →
Portfolio Value
$333.4M
Holdings
22
As of
Q4 2025
New Positions
2
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ANTERO RESOURCES CORP | 1,933,488 | $66.6M | 19.98% |
| 2 | GULFPORT ENERGY CORP | 222,601 | $46.3M | 13.89% |
| 3 | CHORD ENERGY CORPORATION | 459,962 | $42.6M | 12.79% |
| 4 | BAKER HUGHES COMPANY | 911,471 | $41.5M | 12.45% |
| 5 | PERMIAN RESOURCES CORP | 2,717,754 | $38.1M | 11.44% |
| 6 | EQT CORP | 483,345 | $25.9M | 7.77% |
| 7 | DARLING INGREDIENTS INC | 632,050 | $22.8M | 6.82% |
| 8 | CALIFORNIA RES CORP | 416,237 | $18.6M | 5.58% |
| 9 | GENERAC HLDGS INC | 117,028 | $16.0M | 4.79% |
| 10 | NEXTPOWER INC | 48,912 | $4.3M | 1.28% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Energy | 18 | $290.1M | 87.0% |
| Consumer Defensive | 1 | $22.8M | 6.8% |
| Industrials | 1 | $16.0M | 4.8% |
| Technology | 1 | $4.3M | 1.3% |
| Unknown | 1 | $341K | 0.1% |