Palo Duro Investment Partners
Palo Duro Investment Partners reported 32 stocks worth $518M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AR (18.5%), GPOR (11.7%) and PR (10.5%). Compared with Q1 2026, the fund opened new positions in ENPH, AESI and FANG, added to AR, GPOR and DAR, trimmed PR, BKR and CHRD and sold out of GNRC and EQT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AR Antero Resources Corp | $96M | 18.5% | 2.7M | +616K (+29%) | 8 of 8 | |
| 2 |  GPOR Gulfport Energy Corp | $60.7M | 11.7% | 358K | +5,790 (+2%) | 6 of 8 | |
| 3 |  PR Permian Resources Corp | $54.5M | 10.5% | 3M | −126K (−4%) | 8 of 8 | |
| 4 |  DAR Darling Ingredients Inc | $54M | 10.4% | 988K | +110K (+13%) | 3 of 8 | |
| 5 |  BKR Baker Hughes Co. A | $51.9M | 10.0% | 935K | −31K (−3%) | 8 of 8 | |
| 6 |  EXE Expand Energy Corporation | $40.1M | 7.7% | 439K | +244K (+124%) | 2 of 8 | |
| 7 |  CHRD Chord Energy Corporation | $37.8M | 7.3% | 331K | −94K (−22%) | 8 of 8 | |
| 8 |  ENPH Enphase Energy Inc | $32.7M | 6.3% | 663K | New position | 1 of 8 | |
| 9 |  AESI Atlas Energy Solutions Inc | $24.3M | 4.7% | 1.5M | New position | 1 of 8 | |
| 10 |  DVN Devon Energy Corp New | $20.8M | 4.0% | 504K | +435K (+631%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Palo Duro Investment Partners 13F FAQ
What does Palo Duro Investment Partners own?
Palo Duro Investment Partners reported 32 stocks worth $518M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AR (18.5%), GPOR (11.7%) and PR (10.5%). The table above lists every position in the filing (the top 10 without an account).
What did Palo Duro Investment Partners buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 17 added to, 10 trimmed and 2 sold out. New positions include ENPH, AESI and FANG. It sold all of GNRC and EQT.
When will Palo Duro Investment Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Palo Duro Investment Partners's portfolio worth?
The Q2 2026 filing reports $518M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.