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Palo Duro Investment Partners, LP

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13F filer, CIK 1977128, CHICAGO, IL

Palo Duro Investment Partners, LP reported $302,859,763 across 23 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 97.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-012225

Period
2025-06-30
Reported value
$303M
Holdings
23
Top 10 weight
97.62%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GPORadded+130,261$26.2M
PRadded+275,027$3.75M
BKRadded+17,685$678K
TRGPadded+2,387$416K
CHRDadded+2,772$268K

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
EQTreduced-389,944-$22.7M
ARreduced-537,370-$21.6M
FANGreduced-53,849-$7.4M
CRCreduced-85,387-$3.9M
CFreduced-18,464-$1.7M

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 2025

Share positions as resolved from 13F-HR 0001214659-25-012225, largest first. % of portfolio is the value over $302,859,763, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165,167 shares; 2024Q4: 1,698,038 shares; 2025Q1: 1,555,660 shares; 2025Q2: 1,165,716 shares 1,165,716$68M22.45%-389,944Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,687 shares; 2024Q4: 668,750 shares; 2025Q1: 689,690 shares; 2025Q2: 692,462 shares 692,462$67.1M22.14%+2,772Timeline
ARANTERO RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,687,073 shares; 2024Q4: 2,347,404 shares; 2025Q1: 1,982,756 shares; 2025Q2: 1,445,386 shares 1,445,386$58.2M19.22%-537,370Timeline
GPORGULFPORT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,682 shares; 2025Q2: 213,943 shares 213,943$43M14.21%+130,261Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,861,230 shares; 2024Q4: 1,959,864 shares; 2025Q1: 1,660,784 shares; 2025Q2: 1,935,811 shares 1,935,811$26.4M8.71%+275,027Timeline
CRCCALIFORNIA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 399,929 shares; 2025Q1: 464,361 shares; 2025Q2: 378,974 shares 378,974$17.3M5.71%-85,387Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,871 shares; 2024Q4: 181,751 shares; 2025Q1: 126,992 shares; 2025Q2: 144,677 shares 144,677$5.55M1.83%+17,685Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,545 shares; 2025Q2: 77,482 shares 77,482$4.21M1.39%-7,063Timeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,798 shares; 2025Q2: 19,074 shares 19,074$3.14M1.04%-1,724Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,914 shares; 2024Q4: 10,885 shares; 2025Q1: 13,586 shares; 2025Q2: 15,973 shares 15,973$2.78M0.92%+2,387Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,960 shares; 2024Q4: 50,529 shares; 2025Q1: 47,476 shares; 2025Q2: 29,012 shares 29,012$2.67M0.88%-18,464Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,316 shares; 2024Q4: 168,177 shares; 2025Q1: 61,645 shares; 2025Q2: 7,796 shares 7,796$1.07M0.35%-53,849Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 5,238 shares; 2025Q1: 6,609 shares; 2025Q2: 7,438 shares 7,438$818K0.27%+829Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,226 shares; 2024Q4: 19,909 shares; 2025Q1: 23,655 shares; 2025Q2: 26,295 shares 26,295$498K0.16%+2,640Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,163 shares; 2024Q4: 8,899 shares; 2025Q1: 10,498 shares; 2025Q2: 11,792 shares 11,792$484K0.16%+1,294Timeline
HESMHESS MIDSTREAM LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,935 shares; 2025Q1: 7,555 shares; 2025Q2: 9,191 shares 9,191$354K0.12%+1,636Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,003 shares; 2024Q4: 11,328 shares; 2025Q1: 12,936 shares; 2025Q2: 14,453 shares 14,453$281K0.09%+1,517Timeline
CNRCORE NATURAL RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,506 shares; 2025Q2: 3,937 shares 3,937$275K0.09%+431Timeline
LEUCENTRUS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,184 shares 1,184$217K0.07%newTimeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,774 shares; 2024Q4: 21,994 shares; 2025Q1: 27,705 shares; 2025Q2: 31,630 shares 31,630$215K0.07%+3,925Timeline
TTITETRA TECHNOLOGIES INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,462 shares; 2025Q2: 59,462 shares 59,462$200K0.07%0Timeline
NEXTNEXTDECADE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,270 shares 10,270$91.5K0.03%newTimeline
CLNECLEAN ENERGY FUELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,276 shares; 2025Q2: 12,254 shares 12,254$23.9K0.01%+978Timeline

How Q2 2025 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 0001214659-25-012225 base2025-08-14acceptance time not in the bulk data set