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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 $333,438,364 across 22 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 96.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-001976

Period
2025-12-31
Reported value
$333M
Holdings
22
Top 10 weight
96.78%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DARnew+632,050$22.8M
GNRCnew+117,028$16M
BKRadded+314,709$14.3M
CRCadded+97,919$4.38M
DVNnew+60,272$2.21M

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
ARreduced-382,104-$13.2M
GPORreduced-57,718-$12M
CHRDreduced-117,600-$10.9M
NXTreduced-48,336-$4.21M
EQTreduced-59,663-$3.2M

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, Q4 2025

Share positions as resolved from 13F-HR 0001214659-26-001976, largest first. % of portfolio is the value over $333,438,364, 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; 2024Q1: restricted; 2024Q2: restricted; 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 1,933,488$66.6M19.98%-382,104Timeline
GPORGULFPORT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,682 shares; 2025Q2: 213,943 shares; 2025Q3: 280,319 shares; 2025Q4: 222,601 shares 222,601$46.3M13.89%-57,718Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 588,687 shares; 2024Q4: 668,750 shares; 2025Q1: 689,690 shares; 2025Q2: 692,462 shares; 2025Q3: 577,562 shares; 2025Q4: 459,962 shares 459,962$42.6M12.79%-117,600Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,871 shares; 2024Q4: 181,751 shares; 2025Q1: 126,992 shares; 2025Q2: 144,677 shares; 2025Q3: 596,762 shares; 2025Q4: 911,471 shares 911,471$41.5M12.45%+314,709Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 2,717,754$38.1M11.44%+114,301Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,165,167 shares; 2024Q4: 1,698,038 shares; 2025Q1: 1,555,660 shares; 2025Q2: 1,165,716 shares; 2025Q3: 543,008 shares; 2025Q4: 483,345 shares 483,345$25.9M7.77%-59,663Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 632,050 shares 632,050$22.8M6.82%newTimeline
CRCCALIFORNIA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 399,929 shares; 2025Q1: 464,361 shares; 2025Q2: 378,974 shares; 2025Q3: 318,318 shares; 2025Q4: 416,237 shares 416,237$18.6M5.58%+97,919Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,028 shares 117,028$16M4.79%newTimeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,545 shares; 2025Q2: 77,482 shares; 2025Q3: 97,248 shares; 2025Q4: 48,912 shares 48,912$4.26M1.28%-48,336Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,914 shares; 2024Q4: 10,885 shares; 2025Q1: 13,586 shares; 2025Q2: 15,973 shares; 2025Q3: 14,939 shares; 2025Q4: 14,302 shares 14,302$2.64M0.79%-637Timeline
SHLSSHOALS TECHNOLOGIES GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 566,582 shares; 2025Q4: 294,134 shares 294,134$2.5M0.75%-272,448Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,272 shares 60,272$2.21M0.66%newTimeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 5,238 shares; 2025Q1: 6,609 shares; 2025Q2: 7,438 shares; 2025Q3: 6,992 shares; 2025Q4: 6,701 shares 6,701$802K0.24%-291Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,163 shares; 2024Q4: 8,899 shares; 2025Q1: 10,498 shares; 2025Q2: 11,792 shares; 2025Q3: 10,931 shares; 2025Q4: 10,565 shares 10,565$487K0.15%-366Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,226 shares; 2024Q4: 19,909 shares; 2025Q1: 23,655 shares; 2025Q2: 26,295 shares; 2025Q3: 24,576 shares; 2025Q4: 23,555 shares 23,555$419K0.13%-1,021Timeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,774 shares; 2024Q4: 21,994 shares; 2025Q1: 27,705 shares; 2025Q2: 31,630 shares; 2025Q3: 29,234 shares; 2025Q4: 29,224 shares 29,224$341K0.1%-10Timeline
CNRCORE NATURAL RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,506 shares; 2025Q2: 3,937 shares; 2025Q3: 3,639 shares; 2025Q4: 3,533 shares 3,533$313K0.09%-106Timeline
HESMHESS MIDSTREAM LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,935 shares; 2025Q1: 7,555 shares; 2025Q2: 9,191 shares; 2025Q3: 8,572 shares; 2025Q4: 8,194 shares 8,194$283K0.08%-378Timeline
LEUCENTRUS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,184 shares; 2025Q3: 1,082 shares; 2025Q4: 1,072 shares 1,072$260K0.08%-10Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,003 shares; 2024Q4: 11,328 shares; 2025Q1: 12,936 shares; 2025Q2: 14,453 shares; 2025Q3: 13,544 shares; 2025Q4: 13,163 shares 13,163$252K0.08%-381Timeline
BTUPEABODY ENGR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,255 shares; 2025Q4: 8,093 shares 8,093$240K0.07%-162Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
CFCF INDUSTRIES HOLD25,584$2.29Mshares
FANGDIAMONDBACK ENERGY INC5,232$749Kshares

How Q4 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 0001214659-26-001976 base2026-02-17acceptance time not in the bulk data set