Palo Duro Investment Partners, LP holds a concentrated book of 29 stocks worth $514.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Expand Energy Corp and trimmed Chord Energy Corp. Their largest long position is Antero Resources Corp at 17% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1977128/holdings"
Use Arkolith to show Palo Duro Investment Partners, LP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Antero Resources Corp COM | $89.8M | 2.12M | 17.4% | ▲+9.4% Added · +182K sh | |
| 2 | Gulfport Energy Corp COMMON SHARES | $74.5M | 352.1K | 14.5% | ▲+58% Added · +130K sh | |
| 3 | Permian Resources Corp CLASS A COM | $65.8M | 3.09M | 12.8% | ▲+14% Added · +368K sh | |
| 4 | Chord Energy Corporation COM NEW | $60.5M | 425.2K | 11.7% | ▼−7.6% Reduced · −35K sh | |
| 5 | Baker Hughes Company CL A | $59.0M | 966.2K | 11.5% | ▲+6.0% Added · +55K sh | |
| 6 | Darling Ingredients Inc COM | $54.3M | 878.3K | 10.6% | ▲+39% Added · +246K sh | |
| 7 | California Res Corp COM STOCK | $26.7M | 385.2K | 5.2% | ▼−7.5% Reduced · −31K sh | |
| 8 | Generac Hldgs Inc COM | $24.4M | 125.1K | 4.7% | ▲+6.9% Added · +8K sh | |
| 9 | Expand Energy Corporation COM | $21.5M | 195.9K | 4.2% | ▲New New position | |
| 10 | Shoals Technologies Group In CL A | $10.8M | 1.64M | 2.1% | ▲+459% Added · +1.3M sh | |
| 11 | Nextpower Inc CLASS A COM | $7.6M | 63.1K | 1.5% | ▲+29% Added · +14K sh | |
| 12 | Eqt Corp COM | $5.6M | 87.8K | 1.1% | ▼−82% Reduced · −396K sh | |
| 13 | Targa Res Corp COM | $4.4M | 17.4K | 0.8% | ▲+21% Added · +3K sh | |
| 14 | Devon Energy Corp New COM | $3.5M | 68.9K | 0.7% | ▲+14% Added · +9K sh | |
| 15 | DT Midstream Inc COMMON STOCK | $1.1M | 8.2K | 0.2% | ▲+23% Added · +2K sh | |
| 16 | HF Sinclair Corp COM | $789K | 12.6K | 0.2% | ▲+20% Added · +2K sh | |
| 17 | Antero Midstream Corp COM | $658K | 28.9K | 0.1% | ▲+23% Added · +5K sh | |
| 18 | Uranium Energy Corp COM | $528K | 39.1K | 0.1% | ▲+34% Added · +10K sh | |
| 19 | Core Natural Resources Inc COM SHS | $433K | 4.1K | 0.1% | ▲+17% Added · +606 sh | |
| 20 | Plains GP Hldgs L P LTD PARTNR INT A | $388K | 16.0K | 0.1% | ▲+21% Added · +3K sh | |
| 21 | Hess Midstream LP CL A SHS | $387K | 9.9K | 0.1% | ▲+21% Added · +2K sh | |
| 22 | PBF Energy Inc CL A | $335K | 7.0K | 0.1% | ▲New New position | |
| 23 | Peabody Engr Corp COM | $324K | 9.8K | 0.1% | ▲+21% Added · +2K sh | |
| 24 | Par Pac Holdings Inc COM NEW | $256K | 4.1K | 0.0% | ▲New New position | |
| 25 | International Seaways Inc COM | $248K | 3.4K | 0.0% | ▲New New position | |
| 26 | Centrus Energy Corp CL A | $246K | 1.4K | 0.0% | ▲+32% Added · +343 sh | |
| 27 | Delek US Hldgs Inc New COM | $218K | 4.8K | 0.0% | ▲New New position | |
| 28 | Sunococorp LLC COM SHS LLC | $205K | 3.3K | 0.0% | ▲New New position | |
| 29 | Calumet Inc COM | $201K | 5.6K | 0.0% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.