1y return+17.2%S&P 500 +20.9%
3y return+54.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2023: $159 against $182 in the S&P 500.2
Palo Duro Investment Partners, LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ARAntero Resources Corp | $96.0M | 18.5% | +29.1% |
| GPORGulfport Energy Corp | $60.7M | 11.7% | +1.6% |
| PRPermian Resources Corp | $54.5M | 10.5% | −4.1% |
| DARDarling Ingredients Inc | $54.0M | 10.4% | +12.5% |
| BKRBaker Hughes Company | $51.9M | 10.0% | −3.2% |
| EXEExpand Energy Corporation | $40.1M | 7.7% | +124.3% |
| CHRDChord Energy Corporation | $37.8M | 7.3% | −22.1% |
| ENPHEnphase Energy Inc | $32.7M | 6.3% | New |
| AESIAtlas Energy Solutions Inc | $24.3M | 4.7% | New |
| DVNDevon Energy Corp New | $20.8M | 4.0% | +631.5% |
| CRCCalifornia Res Corp | $18.5M | 3.6% | −9.0% |
| NXTNextpower Inc | $7.4M | 1.4% | −1.2% |
| SHLSShoals Technologies Group In | $6.4M | 1.2% | −60.6% |
| TRGPTarga Res Corp | $4.7M | 0.9% | +1.2% |
| FANGDiamondback Energy Inc | $1.8M | 0.3% | New |
| DTMDt Midstream Inc | $1.2M | 0.2% | +1.4% |
| DINOHf Sinclair Corp | $895K | 0.2% | +1.6% |
| AMAntero Midstream Corp | $632K | 0.1% | −3.8% |
| UECUranium Energy Corp | $438K | 0.1% | +5.0% |
| PAGPPlains Gp Hldgs L P | $392K | 0.1% | +1.2% |
| HESMHess Midstream LP | $388K | 0.1% | +3.6% |
| PBFPbf Energy Inc | $371K | 0.1% | +15.9% |
| CNRCore Natural Resources Inc | $341K | 0.1% | +2.9% |
| LEUCentrus Energy Corp | $261K | 0.1% | +10.0% |
| International Seaways IncCUSIP Y41053102 | $253K | 0.0% | −2.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NXTNextpower Inc | March 31, 2025 | +182.7% | $7.4M |
| DTMDt Midstream Inc | September 30, 2024 | +86.5% | $1.2M |
| TRGPTarga Res Corp | September 30, 2024 | +81.2% | $4.7M |
| UECUranium Energy Corp | September 30, 2024 | +71.7% | $438K |
| BKRBaker Hughes Company | September 30, 2023 | +57.1% | $51.9M |
| DINOHf Sinclair Corp | September 30, 2024 | +56.3% | $895K |
| ARAntero Resources Corp | March 31, 2023 | +52.2% | $96.0M |
| DARDarling Ingredients Inc | December 31, 2025 | +51.7% | $54.0M |
| AMAntero Midstream Corp | September 30, 2024 | +51.2% | $632K |
| SHLSShoals Technologies Group In | September 30, 2025 | +33.6% | $6.4M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −11.0% | +14.8% |
| March 31, 2026 | +34.4% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | −3.7% | +7.8% |
| June 30, 2025 | −0.6% | +10.5% |
| March 31, 2025 | +5.2% | −4.6% |
| December 31, 2024 | +9.8% | +2.1% |
| September 30, 2024 | −11.6% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +21.0% | +10.0% |
| December 31, 2023 | −6.3% | +11.2% |
| September 30, 2023 | +12.7% | −3.6% |
| June 30, 2023 | +2.8% | +8.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Palo Duro Investment Partners, LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1977128&type=13F-HR&dateb=&owner=include&count=40CIK 1977128
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1977128/000121465926010379/Filed August 14, 2026 · accession 0001214659-26-010379