Holdings of Palo Duro Investment Partners, LP
28 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 94.7 % of the equity sleeve
Sector breakdown
- Energy 19.6 %
- Unattributed 80.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 28 | 514.3M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Antero Resources Corp | 2,115,112 | 89.8M $ | |
| 2 | Gulfport Energy Corp | 352,103 | 74.5M $ | |
| 3 | Permian Resources Corp | 3,085,992 | 65.8M $ | |
| 4 | Chord Energy Corp | 425,174 | 60.5M $ | |
| 5 | Baker Hughes Co | 966,249 | 59M $ | |
| 6 | Darling Ingredients Inc | 878,333 | 54.3M $ | |
| 7 | California Resources Corp | 385,164 | 26.7M $ | |
| 8 | Generac Holdings Inc | 125,130 | 24.4M $ | |
| 9 | Expand Energy Corp | 195,942 | 21.5M $ | |
| 10 | Shoals Technologies Group Inc | 1,643,689 | 10.8M $ | |
| 11 | Nextpower Inc | 63,134 | 7.6M $ | |
| 12 | EQT Corp | 87,840 | 5.6M $ | |
| 13 | Targa Resources Corp | 17,363 | 4.4M $ | |
| 14 | Devon Energy Corp | 68,901 | 3.5M $ | |
| 15 | DT Midstream Inc | 8,223 | 1.1M $ | |
| 16 | HF Sinclair Corp | 12,644 | 788.9K $ | |
| 17 | Antero Midstream Corp | 28,869 | 658.2K $ | |
| 18 | Uranium Energy Corp | 39,101 | 527.9K $ | |
| 19 | Core Natural Resources Inc | 4,139 | 433.5K $ | |
| 20 | Plains GP Holdings LP | 15,984 | 388.1K $ | |
| 21 | Hess Midstream LP | 9,946 | 386.6K $ | |
| 22 | PBF Energy Inc | 7,025 | 334.5K $ | |
| 23 | Peabody Energy Corp | 9,827 | 323.8K $ | |
| 24 | Par Pacific Holdings Inc | 4,080 | 255.6K $ | |
| 25 | Centrus Energy Corp | 1,415 | 245.6K $ | |
| 26 | Delek US Holdings Inc | 4,847 | 218.5K $ | |
| 27 | Sunococorp LLC | 3,325 | 205K $ | |
| 28 | Calumet Inc | 5,601 | 201.1K $ | |