Palo Duro Investment Partners, LP Diversified Active

Name: Palo Duro Investment Partners, LP Q4 2025 13F Filing | 13F Explorer
Creator: Palo Duro Investment Partners, LP
Published: 2026-02-17

Location: Chicago, IL

CIK: 0001977128 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $333M (100.0% shares, 0.0% debt)

Holdings (22)

AR ANTERO RESOURCES CORP 20.0%

Value $66.63M Shares 1,933,488 Est. Cost $28.42 Unrealized +19.2%

GPOR GULFPORT ENERGY CORP 13.9%

Value $46.3M Shares 222,601 Est. Cost $182.09 Unrealized +9.5%

CHRD CHORD ENERGY CORPORATION 12.8%

Value $42.64M Shares 459,962 Est. Cost $150.44 Unrealized -38.9%

BKR BAKER HUGHES COMPANY 12.4%

Value $41.51M Shares 911,471 Est. Cost $43.41 Unrealized +9.1%

PR PERMIAN RESOURCES CORP 11.4%

Value $38.13M Shares 2,717,754 Est. Cost $13.13 Unrealized +2.3%

EQT EQT CORP 7.8%

Value $25.91M Shares 483,345 Est. Cost $34.51 Unrealized +62.6%

DAR DARLING INGREDIENTS INC 6.8%

Value $22.75M Shares 632,050 Est. Cost $33.85 Unrealized 0.0%

CRC CALIFORNIA RES CORP 5.6%

Value $18.61M Shares 416,237 Est. Cost $50.37 Unrealized -6.3%

GNRC GENERAC HLDGS INC 4.8%

Value $15.96M Shares 117,028 Est. Cost $161.36 Unrealized 0.0%

NXT NEXTPOWER INC 1.3%

Value $4.261M Shares 48,912 Est. Cost $48.52 Unrealized +86.9%

TRGP TARGA RES CORP 0.8%

Value $2.639M Shares 14,302 Est. Cost $150.90 Unrealized +11.4%

SHLS SHOALS TECHNOLOGIES GROUP IN 0.7%

Value $2.5M Shares 294,134 Est. Cost $6.15 Unrealized +46.0%

DVN DEVON ENERGY CORP NEW 0.7%

Value $2.208M Shares 60,272 Est. Cost $34.73 Unrealized 0.0%

DTM DT MIDSTREAM INC 0.2%

Value $802K Shares 6,701 Est. Cost $79.14 Unrealized +44.4%

DINO HF SINCLAIR CORP 0.1%

Value $487K Shares 10,565 Est. Cost $41.89 Unrealized +22.4%

AM ANTERO MIDSTREAM CORP 0.1%

Value $419K Shares 23,555 Est. Cost $14.09 Unrealized +25.9%

UEC URANIUM ENERGY CORP 0.1%

Value $341K Shares 29,224 Est. Cost $5.60 Unrealized +134.3%

CNR CORE NATURAL RESOURCES INC 0.1%

Value $313K Shares 3,533 Est. Cost $82.61 Unrealized +3.1%

HESM HESS MIDSTREAM LP 0.1%

Value $283K Shares 8,194 Est. Cost $33.82 Unrealized -3.5%

LEU CENTRUS ENERGY CORP 0.1%

Value $260K Shares 1,072 Est. Cost $106.76 Unrealized +182.8%

PAGP PLAINS GP HLDGS L P 0.1%

Value $252K Shares 13,163 Est. Cost $18.91 Unrealized —

BTU PEABODY ENERGY CORP 0.1%

Value $240K Shares 8,093 Est. Cost $17.75 Unrealized +65.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AR	ANTERO RESOURCES CORP	1,933,488	$66.63M	20.0%	$28.42	+19.2%	COM	03674X106
GPOR	GULFPORT ENERGY CORP	222,601	$46.3M	13.9%	$182.09	+9.5%	COMMON SHARES	402635502
CHRD	CHORD ENERGY CORPORATION	459,962	$42.64M	12.8%	$150.44	-38.9%	COM NEW	674215207
BKR	BAKER HUGHES COMPANY	911,471	$41.51M	12.4%	$43.41	+9.1%	CL A	05722G100
PR	PERMIAN RESOURCES CORP	2,717,754	$38.13M	11.4%	$13.13	+2.3%	CLASS A COM	71424F105
EQT	EQT CORP	483,345	$25.91M	7.8%	$34.51	+62.6%	COM	26884L109
DAR	DARLING INGREDIENTS INC	632,050	$22.75M	6.8%	$33.85	0.0%	COM	237266101
CRC	CALIFORNIA RES CORP	416,237	$18.61M	5.6%	$50.37	-6.3%	COM STOCK	13057Q305
GNRC	GENERAC HLDGS INC	117,028	$15.96M	4.8%	$161.36	0.0%	COM	368736104
NXT	NEXTPOWER INC	48,912	$4.261M	1.3%	$48.52	+86.9%	CLASS A COM	65290E101
TRGP	TARGA RES CORP	14,302	$2.639M	0.8%	$150.90	+11.4%	COM	87612G101
SHLS	SHOALS TECHNOLOGIES GROUP IN	294,134	$2.5M	0.7%	$6.15	+46.0%	CL A	82489W107
DVN	DEVON ENERGY CORP NEW	60,272	$2.208M	0.7%	$34.73	0.0%	COM	25179M103
DTM	DT MIDSTREAM INC	6,701	$802K	0.2%	$79.14	+44.4%	COMMON STOCK	23345M107
DINO	HF SINCLAIR CORP	10,565	$487K	0.1%	$41.89	+22.4%	COM	403949100
AM	ANTERO MIDSTREAM CORP	23,555	$419K	0.1%	$14.09	+25.9%	COM	03676B102
UEC	URANIUM ENERGY CORP	29,224	$341K	0.1%	$5.60	+134.3%	COM	916896103
CNR	CORE NATURAL RESOURCES INC	3,533	$313K	0.1%	$82.61	+3.1%	COM SHS	218937100
HESM	HESS MIDSTREAM LP	8,194	$283K	0.1%	$33.82	-3.5%	CL A SHS	428103105
LEU	CENTRUS ENERGY CORP	1,072	$260K	0.1%	$106.76	+182.8%	CL A	15643U104
PAGP	PLAINS GP HLDGS L P	13,163	$252K	0.1%	$18.91	—	LTD PARTNR INT A	72651A207
BTU	PEABODY ENERGY CORP	8,093	$240K	0.1%	$17.75	+65.4%	COM	704551100