Palo Duro Investment Partners, LP
13F filer · CIK 1977128 · Chicago, IL
Summary
Palo Duro Investment Partners, LP reported $518.29M across 32 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are AR (18.5%), GPOR (11.7%), PR (10.5%). Versus 2026 Q1, leaving options aside, it opened 5 new positions, added to 17, trimmed 10 and sold out of 2.
Reported value$518.29M
Positions32
Report period2026 Q2
FiledAug 14, 2026
New positions5
Added17
Trimmed10
Sold out2
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 18.5%Value $95.99MPrice $33.57Shares 2.73M +29.14%Since Jun 30 -4.47%
Weight 11.7%Value $60.73MPrice $152.09Shares 358K +1.64%Since Jun 30 -10.38%
Weight 10.5%Value $54.49MPrice $21.30Shares 2.96M -4.08%Since Jun 30 +15.70%
Weight 10.4%Value $53.98MPrice $60.59Shares 988K +12.52%Since Jun 30 +10.93%
Weight 10.0%Value $51.91MPrice $55.92Shares 935K -3.20%Since Jun 30 +0.76%
Weight 7.7%Value $40.08MPrice $85.31Shares 439K +124.29%Since Jun 30 -6.45%
Weight 7.3%Value $37.84MPrice $134.41Shares 331K -22.14%Since Jun 30 +17.59%
Weight 6.3%Value $32.67MPrice $30.91Shares 663KSince Jun 30 -37.23%
Weight 4.7%Value $24.30MPrice $11.65Shares 1.46MSince Jun 30 -29.86%
Weight 4.0%Value $20.82MPrice $46.73Shares 504K +631.46%Since Jun 30 +13.09%
Weight 3.6%Value $18.54MPrice $51.84Shares 351K -8.96%Since Jun 30 -1.95%
Weight 1.4%Value $7.43MPrice $79.13Shares 62K -1.21%Since Jun 30 -33.58%
Weight 1.2%Value $6.41MPrice $7.42Shares 647K -60.61%Since Jun 30 -25.05%
Weight 0.9%Value $4.71MPrice $277.43Shares 18K +1.16%Since Jun 30 +3.46%
Weight 0.3%Value $1.76MPrice $185.23Shares 9,997Since Jun 30 +5.38%
Weight 0.2%Value $1.22MPrice $121.97Shares 8,341 +1.43%Since Jun 30 -16.88%
Weight 0.2%Value $895.0KPrice $106.19Shares 13K +1.63%Since Jun 30 +52.46%
Weight 0.1%Value $631.5KPrice $20.25Shares 28K -3.84%Since Jun 30 -10.99%
Weight 0.1%Value $437.8KPrice $9.21Shares 41K +5.03%Since Jun 30 -13.60%
Weight 0.1%Value $392.4KPrice $26.60Shares 16K +1.16%Since Jun 30 +9.60%
Weight 0.1%Value $387.6KPrice $38.48Shares 10K +3.65%Since Jun 30 +2.34%
Weight 0.1%Value $370.8KPrice $74.39Shares 8,145 +15.94%Since Jun 30 +63.42%
Weight 0.1%Value $340.6KPrice $86.50Shares 4,257 +2.85%Since Jun 30 +8.10%
Weight 0.1%Value $261.2KPrice $140.37Shares 1,556 +9.96%Since Jun 30 -16.38%
Weight 0.0%Value $253.4KPrice $108.31Shares 3,309 -2.88%Since Jun 30 +41.42%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 18.5% | $95.99M | -4.47% | +29.14% | Add | |
| 11.7% | $60.73M | -10.38% | +1.64% | Add | |
| 10.5% | $54.49M | +15.70% | -4.08% | Trim | |
| 10.4% | $53.98M | +10.93% | +12.52% | Add | |
| 10.0% | $51.91M | +0.76% | -3.20% | Trim | |
| 7.7% | $40.08M | -6.45% | +124.29% | Add | |
| 7.3% | $37.84M | +17.59% | -22.14% | Trim | |
| 6.3% | $32.67M | -37.23% | — | New | |
| 4.7% | $24.30M | -29.86% | — | New | |
| 4.0% | $20.82M | +13.09% | +631.46% | Add | |
| 3.6% | $18.54M | -1.95% | -8.96% | Trim | |
| 1.4% | $7.43M | -33.58% | -1.21% | Trim | |
| 1.2% | $6.41M | -25.05% | -60.61% | Trim | |
| 0.9% | $4.71M | +3.46% | +1.16% | Add | |
| 0.3% | $1.76M | +5.38% | — | New | |
| 0.2% | $1.22M | -16.88% | +1.43% | Add | |
| 0.2% | $895.0K | +52.46% | +1.63% | Add | |
| 0.1% | $631.5K | -10.99% | -3.84% | Trim | |
| 0.1% | $437.8K | -13.60% | +5.03% | Add | |
| 0.1% | $392.4K | +9.60% | +1.16% | Add | |
| 0.1% | $387.6K | +2.34% | +3.65% | Add | |
| 0.1% | $370.8K | +63.42% | +15.94% | Add | |
| 0.1% | $340.6K | +8.10% | +2.85% | Add | |
| 0.1% | $261.2K | -16.38% | +9.96% | Add | |
| 0.0% | $253.4K | +41.42% | -2.88% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.