Palo Duro Investment Partners, LP — 13F holdings

Palo Duro Investment Partners, LP reported 32 holdings worth $518M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AR ANTERO RESOURCES CORP — $96.0M (18.5%)
2. GPOR GULFPORT ENERGY CORP — $60.7M (11.7%)
3. PR PERMIAN RESOURCES CORP — $54.5M (10.5%)
4. DAR DARLING INGREDIENTS INC — $54.0M (10.4%)
5. BKR BAKER HUGHES COMPANY — $51.9M (10.0%)
6. EXE EXPAND ENERGY CORPORATION — $40.1M (7.7%)
7. CHRD CHORD ENERGY CORPORATION — $37.8M (7.3%)
8. ENPH ENPHASE ENERGY INC — $32.7M (6.3%)
9. AESI Atlas Energy Solutions Inc — $24.3M (4.7%)
10. DVN DEVON ENERGY CORP NEW — $20.8M (4.0%)