Palo Duro Investment Partners, LP

CHICAGO, IL · CIK 1977128 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2023 · limited partnership

Assets managed$402.8m
Staff6 · 4 in investment roles
Main clients (by assets)Private funds 75%, Pension plans 25%
Private funds3 (3 hedge) · $302.2m gross assets
Websitepaloduro.com
Form ADV · 2026-07-21SEC adviser record

Kindhedge funds
Others nearbyChicago, IL

As an employer

Offices in1 country
Private fundshedge 3

$518.3m reported value +0.7% vs Q1 2026

32positions

91.2%in top 10

5 new 17 added 10 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ANTERO RESOURCES CORP COM AR	AR	2,731,503	$96.0m18.52%	18.52%	Added +616.4k	+616,391 29.1%
2	GULFPORT ENERGY CORP COMMON SHARES GPOR	GPOR	357,893	$60.7m11.72%	11.72%	Added +5.8k	+5,790 1.6%
3	PERMIAN RESOURCES CORP CLASS A COM PR	PR	2,959,965	$54.5m10.51%	10.51%	Reduced -126.0k	-126,027 -4.1%
4	DARLING INGREDIENTS INC COM DAR	DAR	988,289	$54.0m10.42%	10.42%	Added +110.0k	+109,956 12.5%
5	BAKER HUGHES COMPANY CL A BKR	BKR	935,361	$51.9m10.02%	10.02%	Reduced -30.9k	-30,888 -3.2%
6	EXPAND ENERGY CORPORATION COM EXE	EXE	439,476	$40.1m7.73%	7.73%	Added +243.5k	+243,534 124.3%
7	CHORD ENERGY CORPORATION COM NEW CHRD	CHRD	331,056	$37.8m7.30%	7.30%	Reduced -94.1k	-94,118 -22.1%
8	ENPHASE ENERGY INC COM ENPH	ENPH	663,389	$32.7m6.30%	6.30%	New
9	ATLAS ENERGY SOLUTIONS INC COM NEW AESI	AESI	1,462,748	$24.3m4.69%	4.69%	New
10	DEVON ENERGY CORP NEW COM DVN	DVN	503,984	$20.8m4.02%	4.02%	Added +435.1k	+435,083 631.5%
11	CALIFORNIA RES CORP COM STOCK CRC	CRC	350,657	$18.5m3.58%	3.58%	Reduced -34.5k	-34,507 -9.0%
12	NEXTRACKER INC CLASS A COM NXT	NXT	62,368	$7.4m1.43%	1.43%	Reduced -766	-766 -1.2%
13	SHOALS TECHNOLOGIES GROUP IN CL A SHLS	SHLS	647,469	$6.4m1.24%	1.24%	Reduced -996.2k	-996,220 -60.6%
14	TARGA RES CORP COM TRGP	TRGP	17,565	$4.7m0.91%	0.91%	Added +202	+202 1.2%
15	DIAMONDBACK ENERGY INC COM FANG	FANG	9,997	$1.8m0.34%	0.34%	New
16	DT MIDSTREAM INC COMMON STOCK DTM	DTM	8,341	$1.2m0.24%	0.24%	Added +118	+118 1.4%
17	HF SINCLAIR CORP COM DINO	DINO	12,850	$895.0k0.17%	0.17%	Added +206	+206 1.6%
18	ANTERO MIDSTREAM CORP COM AM	AM	27,759	$631.5k0.12%	0.12%	Reduced -1.1k	-1,110 -3.8%
19	URANIUM ENERGY CORP COM UEC	UEC	41,066	$437.8k0.08%	0.08%	Added +2.0k	+1,965 5.0%
20	PLAINS GP HLDGS L P LTD PARTNR INT A PAGP	PAGP	16,170	$392.4k0.08%	0.08%	Added +186	+186 1.2%
21	HESS MIDSTREAM LP CL A SHS HESM	HESM	10,309	$387.6k0.07%	0.07%	Added +363	+363 3.6%
22	PBF ENERGY INC CL A PBF	PBF	8,145	$370.8k0.07%	0.07%	Added +1.1k	+1,120 15.9%
23	CORE NATURAL RESOURCES INC COM SHS CNR	CNR	4,257	$340.6k0.07%	0.07%	Added +118	+118 2.9%
24	CENTRUS ENERGY CORP CL A LEU	LEU	1,556	$261.2k0.05%	0.05%	Added +141	+141 10.0%
25	INTERNATIONAL SEAWAYS INC COM INSW	INSW	3,309	$253.4k0.05%	0.05%	Reduced -98	-98 -2.9%
26	DELEK US HLDGS INC NEW COM DK	DK	4,892	$248.6k0.05%	0.05%	Added +45	+45 0.9%
27	PEABODY ENERGY CORP COM BTU	BTU	10,242	$236.8k0.05%	0.05%	Added +415	+415 4.2%
28	PAR PAC HOLDINGS INC COM NEW PARR	PARR	4,051	$227.2k0.04%	0.04%	Reduced -29	-29 -0.7%
29	SUNOCOCORP LLC COM SHS LLC SUNC	SUNC	3,237	$219.0k0.04%	0.04%	Reduced -88	-88 -2.6%
30	KINETIK HOLDINGS INC COM NEW CL A KNTK	KNTK	4,406	$213.0k0.04%	0.04%	New
31	CALUMET INC COM CLMT	CLMT	5,825	$209.8k0.04%	0.04%	Added +224	+224 4.0%
32	NEXTDECADE CORP COM NEXT	NEXT	12,140	$91.5k0.02%	0.02%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
GENERAC HLDGS INC GNRC	GNRC	125,130	$24.4m125.1k shares
EQT CORP EQT	EQT	87,840	$5.6m87.8k shares