Palo Duro Investment Partners, LP
CIK 1977128
13F filing for Q2 2026・No. 3,813
- Holdings
- US$518.29M
- Quarter change
- +US$3.7M
- Entries
- 32
- Net bought (estimate)
- +US$71.44M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 2
- Cut 10
- Added 17
- Corporate actions 0
- Unchanged 0
Largest holdings
32 stocks worth US$518.29M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ARANTERO RESOURCES CORPCOM | Added | 2,731,503 | US$95.99M | 18.52% |
| GPORGULFPORT ENERGY CORPCOMMON SHARES | Added | 357,893 | US$60.73M | 11.72% |
| PRPERMIAN RESOURCES CORPCLASS A COM | Cut | 2,959,965 | US$54.49M | 10.51% |
| DARDARLING INGREDIENTS INCCOM | Added | 988,289 | US$53.98M | 10.42% |
| BKRBAKER HUGHES COMPANYCL A | Cut | 935,361 | US$51.91M | 10.02% |
| EXEEXPAND ENERGY CORPORATIONCOM | Added | 439,476 | US$40.08M | 7.73% |
| CHRDCHORD ENERGY CORPORATIONCOM NEW | Cut | 331,056 | US$37.84M | 7.30% |
| ENPHENPHASE ENERGY INCCOM | New | 663,389 | US$32.67M | 6.30% |
| ATLAS ENERGY SOLUTIONS INCCOM NEW | New | 1,462,748 | US$24.3M | 4.69% |
| DVNDEVON ENERGY CORP NEWCOM | Added | 503,984 | US$20.82M | 4.02% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.