Institutional Fund
Palo Duro Investment Partners, LP
Chicago, ILCIK 19771285 filings on record
Portfolio Value
$514.59M
Q1 2026
Holdings
29
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+54.3%
from $333.44M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Antero Resources Corp17.4%
- Gulfport Energy Corp14.5%
- Permian Resources Corp12.8%
- Chord Energy Corporation11.7%
- Baker Hughes Company11.5%
- Darling Ingredients Inc10.6%
- Other21.5%
Portfolio Holdings
29 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Antero Resources Corp | 2.12M | $89.77M | 17.4% | +181.6K | Added |
| 2 | Gulfport Energy Corp | 352.1K | $74.49M | 14.5% | +129.5K | Added |
| 3 | Permian Resources Corp | 3.09M | $65.79M | 12.8% | +368.2K | Added |
| 4 | Chord Energy Corporation | 425.2K | $60.45M | 11.7% | −34.8K | Reduced |
| 5 | Baker Hughes Company | 966.2K | $58.99M | 11.5% | +54.8K | Added |
| 6 | Darling Ingredients Inc | 878.3K | $54.32M | 10.6% | +246.3K | Added |
| 7 | California Res Corp | 385.2K | $26.66M | 5.2% | −31.1K | Reduced |
| 8 | Generac Hldgs Inc | 125.1K | $24.44M | 4.7% | +8.1K | Added |
| 9 | Expand Energy Corporation | 195.9K | $21.51M | 4.2% | +195.9K | New |
| 10 | Shoals Technologies Group In | 1.64M | $10.82M | 2.1% | +1.35M | Added |
19 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio