Palo Duro Investment Partners, Lp Top Holdings and 13F Report (2026) About Palo Duro Investment Partners, LpInvestment ActivityPalo Duro Investment Partners, Lp has $518.29 million in total holdings as of June 30, 2026.Palo Duro Investment Partners, Lp owns shares of 32 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 24.71% of the portfolio was purchased this quarter.About 10.93% of the portfolio was sold this quarter.This quarter, Palo Duro Investment Partners, Lp has purchased 29 new stocks and bought additional shares in 17 stocks.Palo Duro Investment Partners, Lp sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings Antero Resources $95,985,015GULFPORT ENERGY CORP $60,734,442PERMIAN RESOURCES CORP $54,492,956Darling Ingredients $53,980,345Baker Hughes $51,912,536 Largest New Holdings this Quarter 29355A107 - Enphase Energy $32,665,274 Holding642045108 - ATLAS ENERGY SOLUTIONS INC $24,296,244 Holding25278X109 - Diamondback Energy $1,757,273 Holding02215L209 - KINETIK HOLDINGS INC $212,986 Holding65342K105 - NextDecade $91,536 Holding Largest Purchases this Quarter Enphase Energy 663,389 shares (about $32.67M)ATLAS ENERGY SOLUTIONS INC 1,462,748 shares (about $24.30M)EXPAND ENERGY CORPORATION 243,534 shares (about $22.21M)Antero Resources 616,391 shares (about $21.66M)Devon Energy 435,083 shares (about $17.98M) Largest Sales this Quarter Chord Energy 94,118 shares (about $10.76M)Shoals Technologies Group 996,220 shares (about $9.86M)PERMIAN RESOURCES CORP 126,027 shares (about $2.32M)California Resources 34,507 shares (about $1.82M)Baker Hughes 30,888 shares (about $1.71M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPalo Duro Investment Partners, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorARAntero Resources$95,985,015$21,659,980 â–²29.1%2,731,50318.5%EnergyGULFPORT ENERGY CORP$60,734,442$982,563 â–²1.6%357,89311.7%COMMON SHARESPERMIAN RESOURCES CORP$54,492,956$2,320,157 â–¼-4.1%2,959,96510.5%CLASS A COMDARDarling Ingredients$53,980,345$6,005,797 â–²12.5%988,28910.4%Consumer StaplesBKRBaker Hughes$51,912,536$1,714,284 â–¼-3.2%935,36110.0%EnergyEXPAND ENERGY CORPORATION$40,075,816$22,207,865 â–²124.3%439,4767.7%COMCHRDChord Energy$37,839,701$10,757,687 â–¼-22.1%331,0567.3%EnergyENPHEnphase Energy$32,665,274$32,665,274 â–²New Holding663,3896.3%TechnologyATLAS ENERGY SOLUTIONS INC$24,296,244$24,296,244 â–²New Holding1,462,7484.7%COM NEWDVNDevon Energy$20,824,619$17,977,630 â–²631.5%503,9844.0%EnergyCRCCalifornia Resources$18,539,236$1,824,385 â–¼-9.0%350,6573.6%EnergyNXTNextpower$7,430,524$91,261 â–¼-1.2%62,3681.4%IndustrialsSHLSShoals Technologies Group$6,409,943$9,862,578 â–¼-60.6%647,4691.2%IndustrialsTRGPTarga Resources$4,709,879$54,164 â–²1.2%17,5650.9%EnergyFANGDiamondback Energy$1,757,273$1,757,273 â–²New Holding9,9970.3%EnergyDTMDT Midstream$1,223,958$17,315 â–²1.4%8,3410.2%EnergyDINOHF Sinclair$895,002$14,348 â–²1.6%12,8500.2%EnergyAMAntero Midstream$631,517$25,252 â–¼-3.8%27,7590.1%EnergyUECUranium Energy$437,764$20,947 â–²5.0%41,0660.1%EnergyPAGPPlains GP$392,446$4,514 â–²1.2%16,1700.1%EnergyHESMHess Midstream Partners$387,618$13,649 â–²3.6%10,3090.1%EnergyPBFPBF Energy$370,760$50,982 â–²15.9%8,1450.1%EnergyCORE NATURAL RESOURCES INC$340,645$9,442 â–²2.9%4,2570.1%COM SHSLEUCentrus Energy$261,206$23,670 â–²10.0%1,5560.1%EnergyINSWInternational Seaways$253,436$7,506 â–¼-2.9%3,3090.0%EnergyDKDelek US$248,563$2,286 â–²0.9%4,8920.0%EnergyBTUPeabody Energy$236,795$9,595 â–²4.2%10,2420.0%EnergyPARRPar Pacific$227,180$1,626 â–¼-0.7%4,0510.0%EnergySUNOCOCORP LLC$219,048$5,955 â–¼-2.6%3,2370.0%COM SHS LLCKINETIK HOLDINGS INC$212,986$212,986 â–²New Holding4,4060.0%COM NEW CL ACALUMET INC$209,816$8,068 â–²4.0%5,8250.0%COMNEXTNextDecade$91,536$91,536 â–²New Holding12,1400.0%EnergyGNRCGenerac$0$24,441,643 â–¼-100.0%00.0%IndustrialsEQTEQT$0$5,590,138 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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