Skip to content
Disclosery

Palo Duro Investment Partners, LP

Follow

13F filer, CIK 1977128, CHICAGO, IL

Palo Duro Investment Partners, LP reported $518,294,079 across 32 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 91.22% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-010379

Period
2026-06-30
Reported value
$518M
Holdings
32
Top 10 weight
91.22%
New
5
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ENPHnew+663,389$32.7M
AESInew+1,462,748$24.3M
EXEadded+243,534$22.2M
ARadded+616,391$21.7M
DVNadded+435,083$18M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GNRCexited-125,130-$24.4M
CHRDreduced-94,118-$10.8M
SHLSreduced-996,220-$9.86M
EQTexited-87,840-$5.59M
PRreduced-126,027-$2.32M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001214659-26-010379, largest first. % of portfolio is the value over $518,294,079, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,687,073 shares; 2024Q4: 2,347,404 shares; 2025Q1: 1,982,756 shares; 2025Q2: 1,445,386 shares; 2025Q3: 2,315,592 shares; 2025Q4: 1,933,488 shares; 2026Q1: 2,115,112 shares; 2026Q2: 2,731,503 shares 2,731,503$96M18.52%+616,391Timeline
GPORGULFPORT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,682 shares; 2025Q2: 213,943 shares; 2025Q3: 280,319 shares; 2025Q4: 222,601 shares; 2026Q1: 352,103 shares; 2026Q2: 357,893 shares 357,893$60.7M11.72%+5,790Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,861,230 shares; 2024Q4: 1,959,864 shares; 2025Q1: 1,660,784 shares; 2025Q2: 1,935,811 shares; 2025Q3: 2,603,453 shares; 2025Q4: 2,717,754 shares; 2026Q1: 3,085,992 shares; 2026Q2: 2,959,965 shares 2,959,965$54.5M10.51%-126,027Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 632,050 shares; 2026Q1: 878,333 shares; 2026Q2: 988,289 shares 988,289$54M10.42%+109,956Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226,871 shares; 2024Q4: 181,751 shares; 2025Q1: 126,992 shares; 2025Q2: 144,677 shares; 2025Q3: 596,762 shares; 2025Q4: 911,471 shares; 2026Q1: 966,249 shares; 2026Q2: 935,361 shares 935,361$51.9M10.02%-30,888Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195,942 shares; 2026Q2: 439,476 shares 439,476$40.1M7.73%+243,534Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 588,687 shares; 2024Q4: 668,750 shares; 2025Q1: 689,690 shares; 2025Q2: 692,462 shares; 2025Q3: 577,562 shares; 2025Q4: 459,962 shares; 2026Q1: 425,174 shares; 2026Q2: 331,056 shares 331,056$37.8M7.3%-94,118Timeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 663,389 shares 663,389$32.7M6.3%newTimeline
AESIATLAS ENERGY SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,462,748 shares 1,462,748$24.3M4.69%newTimeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,272 shares; 2026Q1: 68,901 shares; 2026Q2: 503,984 shares 503,984$20.8M4.02%+435,083Timeline
CRCCALIFORNIA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 399,929 shares; 2025Q1: 464,361 shares; 2025Q2: 378,974 shares; 2025Q3: 318,318 shares; 2025Q4: 416,237 shares; 2026Q1: 385,164 shares; 2026Q2: 350,657 shares 350,657$18.5M3.58%-34,507Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,545 shares; 2025Q2: 77,482 shares; 2025Q3: 97,248 shares; 2025Q4: 48,912 shares; 2026Q1: 63,134 shares; 2026Q2: 62,368 shares 62,368$7.43M1.43%-766Timeline
SHLSSHOALS TECHNOLOGIES GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 566,582 shares; 2025Q4: 294,134 shares; 2026Q1: 1,643,689 shares; 2026Q2: 647,469 shares 647,469$6.41M1.24%-996,220Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,914 shares; 2024Q4: 10,885 shares; 2025Q1: 13,586 shares; 2025Q2: 15,973 shares; 2025Q3: 14,939 shares; 2025Q4: 14,302 shares; 2026Q1: 17,363 shares; 2026Q2: 17,565 shares 17,565$4.71M0.91%+202Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,316 shares; 2024Q4: 168,177 shares; 2025Q1: 61,645 shares; 2025Q2: 7,796 shares; 2025Q3: 5,232 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,997 shares 9,997$1.76M0.34%newTimeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,456 shares; 2024Q4: 5,238 shares; 2025Q1: 6,609 shares; 2025Q2: 7,438 shares; 2025Q3: 6,992 shares; 2025Q4: 6,701 shares; 2026Q1: 8,223 shares; 2026Q2: 8,341 shares 8,341$1.22M0.24%+118Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,163 shares; 2024Q4: 8,899 shares; 2025Q1: 10,498 shares; 2025Q2: 11,792 shares; 2025Q3: 10,931 shares; 2025Q4: 10,565 shares; 2026Q1: 12,644 shares; 2026Q2: 12,850 shares 12,850$895K0.17%+206Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,226 shares; 2024Q4: 19,909 shares; 2025Q1: 23,655 shares; 2025Q2: 26,295 shares; 2025Q3: 24,576 shares; 2025Q4: 23,555 shares; 2026Q1: 28,869 shares; 2026Q2: 27,759 shares 27,759$632K0.12%-1,110Timeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,774 shares; 2024Q4: 21,994 shares; 2025Q1: 27,705 shares; 2025Q2: 31,630 shares; 2025Q3: 29,234 shares; 2025Q4: 29,224 shares; 2026Q1: 39,101 shares; 2026Q2: 41,066 shares 41,066$438K0.08%+1,965Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,003 shares; 2024Q4: 11,328 shares; 2025Q1: 12,936 shares; 2025Q2: 14,453 shares; 2025Q3: 13,544 shares; 2025Q4: 13,163 shares; 2026Q1: 15,984 shares; 2026Q2: 16,170 shares 16,170$392K0.08%+186Timeline
HESMHESS MIDSTREAM LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,935 shares; 2025Q1: 7,555 shares; 2025Q2: 9,191 shares; 2025Q3: 8,572 shares; 2025Q4: 8,194 shares; 2026Q1: 9,946 shares; 2026Q2: 10,309 shares 10,309$388K0.07%+363Timeline
PBFPBF ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,025 shares; 2026Q2: 8,145 shares 8,145$371K0.07%+1,120Timeline
CNRCORE NATURAL RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,506 shares; 2025Q2: 3,937 shares; 2025Q3: 3,639 shares; 2025Q4: 3,533 shares; 2026Q1: 4,139 shares; 2026Q2: 4,257 shares 4,257$341K0.07%+118Timeline
LEUCENTRUS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,184 shares; 2025Q3: 1,082 shares; 2025Q4: 1,072 shares; 2026Q1: 1,415 shares; 2026Q2: 1,556 shares 1,556$261K0.05%+141Timeline
INSWINTERNATIONAL SEAWAYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,407 shares; 2026Q2: 3,309 shares 3,309$253K0.05%-98Timeline
DKDELEK US HLDGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,847 shares; 2026Q2: 4,892 shares 4,892$249K0.05%+45Timeline
BTUPEABODY ENGR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,255 shares; 2025Q4: 8,093 shares; 2026Q1: 9,827 shares; 2026Q2: 10,242 shares 10,242$237K0.05%+415Timeline
PARRPAR PAC HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,080 shares; 2026Q2: 4,051 shares 4,051$227K0.04%-29Timeline
SUNCSUNOCOCORP LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,325 shares; 2026Q2: 3,237 shares 3,237$219K0.04%-88Timeline
KNTKKINETIK HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,406 shares 4,406$213K0.04%newTimeline
CLMTCALUMET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,601 shares; 2026Q2: 5,825 shares 5,825$210K0.04%+224Timeline
NEXTNEXTDECADE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,270 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,140 shares 12,140$91.5K0.02%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
GNRCGENERAC HLDGS INC125,130$24.4Mshares
EQTEQT CORP87,840$5.59Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-26-010379 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001214659-26-010379 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001214659-26-006465 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001214659-26-001976 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001214659-25-016631 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001214659-25-012225 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001214659-25-007831 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001214659-25-002841 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001214659-24-019140 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001214659-24-014685 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001214659-24-009312 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001214659-24-002830 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001214659-23-015133 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0000950123-23-006740 Quarter ended 2023-06-302023-08-07acceptance time not in the bulk data set
13F-HR 0000950123-23-005481 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set