Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Palo Duro Investment Partners, LP (CIK 1977128) reported $514.6M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AR ($89.8M, 17.44%), GPOR ($74.5M, 14.48%), PR ($65.8M, 12.79%), CHRD ($60.5M, 11.75%), BKR ($59.0M, 11.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AR | ANTERO RESOURCES CORP | $89.8M | 17.44% | 2.1M | Added |
| 2 | GPOR | GULFPORT ENERGY CORP | $74.5M | 14.48% | 352,103 | Added |
| 3 | PR | PERMIAN RESOURCES CORP | $65.8M | 12.79% | 3.1M | Added |
| 4 | CHRD | CHORD ENERGY CORPORATION | $60.5M | 11.75% | 425,174 | Trimmed |
| 5 | BKR | BAKER HUGHES COMPANY | $59.0M | 11.46% | 966,249 | Added |
| 6 | DAR | DARLING INGREDIENTS INC | $54.3M | 10.56% | 878,333 | Added |
| 7 | CRC | CALIFORNIA RES CORP | $26.7M | 5.18% | 385,164 | Trimmed |
| 8 | GNRC | GENERAC HLDGS INC | $24.4M | 4.75% | 125,130 | Added |
| 9 | CHK | EXPAND ENERGY CORPORATION | $21.5M | 4.18% | 195,942 | New |
| 10 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $10.8M | 2.10% | 1.6M | Added |
| 11 | NXT | NEXTPOWER INC | $7.6M | 1.48% | 63,134 | Added |
| 12 | EQT | EQT CORP | $5.6M | 1.09% | 87,840 | Trimmed |
| 13 | TRGP | TARGA RES CORP | $4.4M | 0.85% | 17,363 | Added |
| 14 | DVN | DEVON ENERGY CORP NEW | $3.5M | 0.67% | 68,901 | Added |
| 15 | DTM | DT MIDSTREAM INC | $1.1M | 0.22% | 8,223 | Added |
| 16 | DINO | HF SINCLAIR CORP | $788,859 | 0.15% | 12,644 | Added |
| 17 | AM | ANTERO MIDSTREAM CORP | $658,213 | 0.13% | 28,869 | Added |
| 18 | UEC | URANIUM ENERGY CORP | $527,864 | 0.10% | 39,101 | Added |
| 19 | HESM | HESS MIDSTREAM LP | $386,601 | 0.08% | 9,946 | Added |
| 20 | CNR | CORE NATURAL RESOURCES INC | $433,477 | 0.08% | 4,139 | Added |
| 21 | PAGP | PLAINS GP HLDGS L P | $388,092 | 0.08% | 15,984 | Added |
| 22 | PBF | PBF ENERGY INC | $334,530 | 0.07% | 7,025 | New |
| 23 | BTU | PEABODY ENGR CORP | $323,800 | 0.06% | 9,827 | Added |
| 24 | PARR | PAR PAC HOLDINGS INC | $255,571 | 0.05% | 4,080 | New |
| 25 | INSW | INTERNATIONAL SEAWAYS INC | $248,302 | 0.05% | 3,407 | New |
Source: SEC Form 13F filings · as of 2026-03-31