IE
Insider Edges

PALO DURO INVESTMENT PARTNERS, LP 13F portfolio summary

PALO DURO INVESTMENT PARTNERS, LP of PALO DURO INVESTMENT PARTNERS, LP has 32 current stock holdings with a reported portfolio value of $518.3M. The portfolio 1 year return is +14.13%. Top holdings include AR (18.52%), GPOR (11.72%), PR (10.51%), DAR (10.41%), BKR (10.02%).

Back to investors

PALO DURO INVESTMENT PARTNERS, LP

PALO DURO INVESTMENT PARTNERS, LP
Latest filing: 2026-06-30

PALO DURO INVESTMENT PARTNERS, LP runs PALO DURO INVESTMENT PARTNERS, LP and currently holds 32 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $518.29M. Their top holdings are AR, GPOR, PR, DAR, BKR. The top five represent 61.2% of reported portfolio weight. PALO DURO INVESTMENT PARTNERS, LP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, PALO DURO INVESTMENT PARTNERS, LP initiated 5 new positions. They added to 16 existing positions. They trimmed 9 positions. Their current best-performing preview position is SHLS with returns of +50.46%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
AR18.5%
GPOR11.7%
PR10.5%
DAR10.4%
BKR10.0%
Top 5: 61.2%
Portfolio Returns
1 Year
+14.13%
#0/1000
3 Year
+46.71%
#0/1000
5 Year
+47.88%
#0/1000

Portfolio Value

$518.29M

Alpha Score

34.7

#0 of 1000

Holdings

32

Showper page

32 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AR
ANTERO RESOURCES CORP
18.52%$30.12$37.94+25.95%
Added
+29.14%
GPOR
GULFPORT ENERGY CORP
11.72%$198.29$173.40-12.55%
Added
+1.64%
PR
PERMIAN RESOURCES CORP
10.51%$14.62$23.77+62.59%
Trimmed
-4.08%
DAR
DARLING INGREDIENTS INC
10.41%$44.51$65.74+47.69%
Added
+12.52%
BKR
BAKER HUGHES COMPANY
10.02%$46.39$62.34+34.38%
Trimmed
-3.20%
EXE
EXPAND ENERGY CORPORATION
7.73%$99.48$96.09-3.41%
Added
+124.29%
CHRD
CHORD ENERGY CORPORATION
7.30%$155.62$147.85-4.99%
Trimmed
-22.14%
ENPH
ENPHASE ENERGY INC
6.30%$49.24$38.61-21.59%
New Buy
AESI
ATLAS ENERGY SOLUTIONS INC
4.69%$16.61$12.57-24.35%
New Buy
DVN
DEVON ENERGY CORP NEW
4.02%$40.91$49.10+20.02%
Added
+631.46%

Showing 1-10 of 32