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The Analysis of Palo Duro Investment Partners, LP's Holdings & P&L

Currently, Palo Duro Investment Partners, LP holds 29 types of securities in its portfolio with a total value $514.6M. In the most recent quarter, they have increased their positions in GPOR (+129.5K shares, valued at $27.4M), EXE (+195.9K shares, valued at $21.5M), DAR (+246.3K shares, valued at $15.2M); decreased their positions in N/A (-395.5K shares, valued at $25.2M), CHRD (-34.8K shares, valued at $4.9M), CRC (-31.1K shares, valued at $2.2M); initiated new positions in EXE (+195.9K shares, valued at $21.5M), PBF (+7.0K shares, valued at $334.5K), PARR (+4.1K shares, valued at $255.6K).

1M P&L

+3.1M+0.77%

3M P&L

+36.1M+9.74%

HY P&L

+96.0M+30.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Oil & Gas E&P214.5M

69.8%

2Oil & Gas Equipment & Services41.5M

13.5%

3Packaged Foods22.8M

7.4%

Top Industries by Stock Count

1Oil & Gas E&P6 stocks

30.0%

2Oil & Gas Midstream5 stocks

25.0%

3Uranium2 stocks

10.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AR ANTERO RESOURCES CORP2.1M shares9.39%2026-03-312026-05-15

GPOR GULFPORT ENERGY CORP352.1K shares58.18%2026-03-312026-05-15

PR PERMIAN RESOURCES CORP3.1M shares13.55%2026-03-312026-05-15

CHRD CHORD ENERGY CORPORATION425.2K shares-7.56%2026-03-312026-05-15

BKR BAKER HUGHES COMPANY966.2K shares6.01%2026-03-312026-05-15

DAR DARLING INGREDIENTS INC878.3K shares38.97%2026-03-312026-05-15

CRC CALIFORNIA RES CORP385.2K shares-7.47%2026-03-312026-05-15

GNRC GENERAC HLDGS INC125.1K shares6.92%2026-03-312026-05-15

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EXE EXPAND ENERGY CORPORATION195.9K sharesnew addition2026-03-312026-05-15

SHLS SHOALS TECHNOLOGIES GROUP IN1.6M shares458.82%2026-03-312026-05-15

NXT NEXTPOWER INC63.1K shares29.08%2026-03-312026-05-15

EQT CORP EQT CORP87.8K shares-81.83%2026-03-312026-05-15

TRGP TARGA RES CORP17.4K shares21.40%2026-03-312026-05-15

DVN DEVON ENERGY CORP NEW68.9K shares14.32%2026-03-312026-05-15

DTM DT MIDSTREAM INC8.2K shares22.71%2026-03-312026-05-15

DINO HF SINCLAIR CORP12.6K shares19.68%2026-03-312026-05-15

Sponsored

AM ANTERO MIDSTREAM CORP28.9K shares22.56%2026-03-312026-05-15

UEC URANIUM ENERGY CORP39.1K shares33.80%2026-03-312026-05-15

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC4.1K shares17.15%2026-03-312026-05-15

PAGP PLAINS GP HLDGS L P16.0K shares21.43%2026-03-312026-05-15

HESM HESS MIDSTREAM LP9.9K shares21.38%2026-03-312026-05-15

PBF PBF ENERGY INC7.0K sharesnew addition2026-03-312026-05-15

BTU PEABODY ENGR CORP9.8K shares21.43%2026-03-312026-05-15

PARR PAR PAC HOLDINGS INC4.1K sharesnew addition2026-03-312026-05-15

Sponsored

INSW INTERNATIONAL SEAWAYS INC3.4K sharesnew addition2026-03-312026-05-15

LEU CENTRUS ENERGY CORP1.4K shares32.00%2026-03-312026-05-15

DK DELEK US HLDGS INC NEW4.8K sharesnew addition2026-03-312026-05-15

SUNOCOCORP LLC SUNOCOCORP LLC3.3K sharesnew addition2026-03-312026-05-15

CALUMET INC CALUMET INC5.6K sharesnew addition2026-03-312026-05-15

ANTERO RESOURCES CORP

9.39%

Shares2.1M

Event2026-03-31

Filed2026-05-15

GPOR

GULFPORT ENERGY CORP

58.18%

Shares352.1K

Event2026-03-31

Filed2026-05-15

PERMIAN RESOURCES CORP

13.55%

Shares3.1M

Event2026-03-31

Filed2026-05-15

CHRD

CHORD ENERGY CORPORATION

-7.56%

Shares425.2K

Event2026-03-31

Filed2026-05-15

BKR

BAKER HUGHES COMPANY

6.01%

Shares966.2K

Event2026-03-31

Filed2026-05-15

DAR

DARLING INGREDIENTS INC

38.97%

Shares878.3K

Event2026-03-31

Filed2026-05-15

CRC

CALIFORNIA RES CORP

-7.47%

Shares385.2K

Event2026-03-31

Filed2026-05-15

GNRC

GENERAC HLDGS INC

6.92%

Shares125.1K

Event2026-03-31

Filed2026-05-15

EXE

EXPAND ENERGY CORPORATION

New

Shares195.9K

Event2026-03-31

Filed2026-05-15

SHLS

SHOALS TECHNOLOGIES GROUP IN

458.82%

Shares1.6M

Event2026-03-31

Filed2026-05-15

NXT

NEXTPOWER INC

29.08%

Shares63.1K

Event2026-03-31

Filed2026-05-15

EQT CORP

-81.83%

Shares87.8K

Event2026-03-31

Filed2026-05-15

TRGP

TARGA RES CORP

21.40%

Shares17.4K

Event2026-03-31

Filed2026-05-15

DVN

DEVON ENERGY CORP NEW

14.32%

Shares68.9K

Event2026-03-31

Filed2026-05-15

DTM

DT MIDSTREAM INC

22.71%

Shares8.2K

Event2026-03-31

Filed2026-05-15

DINO

HF SINCLAIR CORP

19.68%

Shares12.6K

Event2026-03-31

Filed2026-05-15

ANTERO MIDSTREAM CORP

22.56%

Shares28.9K

Event2026-03-31

Filed2026-05-15

UEC

URANIUM ENERGY CORP

33.80%

Shares39.1K

Event2026-03-31

Filed2026-05-15

CORE NATURAL RESOURCES INC

17.15%

Shares4.1K

Event2026-03-31

Filed2026-05-15

PAGP

PLAINS GP HLDGS L P

21.43%

Shares16.0K

Event2026-03-31

Filed2026-05-15

HESM

HESS MIDSTREAM LP

21.38%

Shares9.9K

Event2026-03-31

Filed2026-05-15

PBF

PBF ENERGY INC

New

Shares7.0K

Event2026-03-31

Filed2026-05-15

BTU

PEABODY ENGR CORP

21.43%

Shares9.8K

Event2026-03-31

Filed2026-05-15

PARR

PAR PAC HOLDINGS INC

New

Shares4.1K

Event2026-03-31

Filed2026-05-15

INSW

INTERNATIONAL SEAWAYS INC

New

Shares3.4K

Event2026-03-31

Filed2026-05-15

LEU

CENTRUS ENERGY CORP

32.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

DELEK US HLDGS INC NEW

New

Shares4.8K

Event2026-03-31

Filed2026-05-15

SUNOCOCORP LLC

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

CALUMET INC

New

Shares5.6K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available