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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 $514,591,763 across 29 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 94.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-006465

Period
2026-03-31
Reported value
$515M
Holdings
29
Top 10 weight
94.69%
New
7
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GPORadded+129,502$27.4M
EXEnew+195,942$21.5M
DARadded+246,283$15.2M
SHLSadded+1,349,555$8.88M
PRadded+368,238$7.85M

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-395,505-$25.2M
CHRDreduced-34,788-$4.95M
CRCreduced-31,073-$2.15M

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, Q1 2026

Share positions as resolved from 13F-HR 0001214659-26-006465, largest first. % of portfolio is the value over $514,591,763, 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; 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; 2026Q1: 2,115,112 shares 2,115,112$89.8M17.44%+181,624Timeline
GPORGULFPORT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 352,103$74.5M14.48%+129,502Timeline
PRPERMIAN RESOURCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,085,992 shares 3,085,992$65.8M12.79%+368,238Timeline
CHRDCHORD ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 425,174 shares 425,174$60.5M11.75%-34,788Timeline
BKRBAKER HUGHES COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 966,249 shares 966,249$59M11.46%+54,778Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 632,050 shares; 2026Q1: 878,333 shares 878,333$54.3M10.56%+246,283Timeline
CRCCALIFORNIA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 385,164 shares 385,164$26.7M5.18%-31,073Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,028 shares; 2026Q1: 125,130 shares 125,130$24.4M4.75%+8,102Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195,942 shares 195,942$21.5M4.18%newTimeline
SHLSSHOALS TECHNOLOGIES GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,643,689$10.8M2.1%+1,349,555Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 63,134$7.61M1.48%+14,222Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 87,840 shares 87,840$5.59M1.09%-395,505Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,363 shares 17,363$4.35M0.85%+3,061Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,272 shares; 2026Q1: 68,901 shares 68,901$3.47M0.67%+8,629Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,223 shares 8,223$1.11M0.22%+1,522Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,644 shares 12,644$789K0.15%+2,079Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 28,869 shares 28,869$658K0.13%+5,314Timeline
UECURANIUM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 39,101 shares 39,101$528K0.1%+9,877Timeline
CNRCORE NATURAL RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,139$433K0.08%+606Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,984 shares 15,984$388K0.08%+2,821Timeline
HESMHESS MIDSTREAM LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,946 shares 9,946$387K0.08%+1,752Timeline
PBFPBF ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,025 shares 7,025$335K0.07%newTimeline
BTUPEABODY ENGR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,255 shares; 2025Q4: 8,093 shares; 2026Q1: 9,827 shares 9,827$324K0.06%+1,734Timeline
PARRPAR PAC HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,080 shares 4,080$256K0.05%newTimeline
INSWINTERNATIONAL SEAWAYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,407 shares 3,407$248K0.05%newTimeline
LEUCENTRUS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,415$246K0.05%+343Timeline
DKDELEK US HLDGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,847 shares 4,847$218K0.04%newTimeline
SUNCSUNOCOCORP LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,325 shares 3,325$205K0.04%newTimeline
CLMTCALUMET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,601 shares 5,601$201K0.04%newTimeline

How Q1 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 0001214659-26-006465 base2026-05-15acceptance time not in the bulk data set