Palo Duro Investment Partners, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DARLING INGREDIENTS INC(DAR) | 632,050 | 878,333 | +246,283 | 22,753,800 | 54,324,896 | 10.56% | +31,571,096 |
| GULFPORT ENERGY CORP(GPOR) | 222,601 | 352,103 | +129,502 | 46,298,782 | 74,494,432 | 14.48% | +28,195,650 |
| PERMIAN RESOURCES CORP(PR) | 2,717,754 | 3,085,992 | +368,238 | 38,130,089 | 65,793,349 | 12.79% | +27,663,260 |
| ANTERO RESOURCES CORP(AR) | 1,933,488 | 2,115,112 | +181,624 | 66,627,996 | 89,765,353 | 17.44% | +23,137,357 |
| EXPAND ENERGY CORPORATION(EXE) | 0 | 195,942 | +195,942 | 0 | 21,510,513 | 4.18% | +21,510,513 |
| CHORD ENERGY CORPORATION(CHRD) | 459,962 | 425,174 | -34,788 | 42,638,477 | 60,451,239 | 11.75% | +17,812,762 |
| BAKER HUGHES COMPANY(BKR) | 911,471 | 966,249 | +54,778 | 41,508,389 | 58,989,501 | 11.46% | +17,481,112 |
| GENERAC HLDGS INC(GNRC) | 117,028 | 125,130 | +8,102 | 15,959,108 | 24,441,643 | 4.75% | +8,482,535 |
| SHOALS TECHNOLOGIES GROUP IN(SHLS) | 294,134 | 1,643,689 | +1,349,555 | 2,500,139 | 10,815,474 | 2.10% | +8,315,335 |
| CALIFORNIA RES CORP(CRC) | 416,237 | 385,164 | -31,073 | 18,609,956 | 26,661,052 | 5.18% | +8,051,096 |
| NEXTPOWER INC | 48,912 | 63,134 | +14,222 | 4,260,724 | 7,610,804 | 1.48% | +3,350,080 |
| TARGA RES CORP(TRGP) | 14,302 | 17,363 | +3,061 | 2,638,719 | 4,353,425 | 0.85% | +1,714,706 |
| DEVON ENERGY CORP NEW(DVN) | 60,272 | 68,901 | +8,629 | 2,207,763 | 3,467,098 | 0.67% | +1,259,335 |
| PBF ENERGY INC(PBF) | 0 | 7,025 | +7,025 | 0 | 334,530 | 0.07% | +334,530 |
| DT MIDSTREAM INC(DTM) | 6,701 | 8,223 | +1,522 | 801,976 | 1,107,391 | 0.22% | +305,415 |
| HF SINCLAIR CORP(DINO) | 10,565 | 12,644 | +2,079 | 486,835 | 788,859 | 0.15% | +302,024 |
| PAR PAC HOLDINGS INC(PARR) | 0 | 4,080 | +4,080 | 0 | 255,571 | 0.05% | +255,571 |
| INTERNATIONAL SEAWAYS INC(INSW) | 0 | 3,407 | +3,407 | 0 | 248,302 | 0.05% | +248,302 |
| ANTERO MIDSTREAM CORP(AM) | 23,555 | 28,869 | +5,314 | 419,043 | 658,213 | 0.13% | +239,170 |
| DELEK US HLDGS INC NEW(DK) | 0 | 4,847 | +4,847 | 0 | 218,454 | 0.04% | +218,454 |
| SUNOCOCORP LLC(SUNC) | 0 | 3,325 | +3,325 | 0 | 204,986 | 0.04% | +204,986 |
| CALUMET INC(CLMT) | 0 | 5,601 | +5,601 | 0 | 201,076 | 0.04% | +201,076 |
| URANIUM ENERGY CORP(UEC) | 29,224 | 39,101 | +9,877 | 341,336 | 527,864 | 0.10% | +186,528 |
| PLAINS GP HLDGS L P(PAGP) | 13,163 | 15,984 | +2,821 | 251,940 | 388,092 | 0.08% | +136,152 |
| CORE NATURAL RESOURCES INC(CNR) | 3,533 | 4,139 | +606 | 312,706 | 433,477 | 0.08% | +120,771 |
| HESS MIDSTREAM LP(HESM) | 8,194 | 9,946 | +1,752 | 282,693 | 386,601 | 0.08% | +103,908 |
| PEABODY ENGR CORP(BTU) | 8,093 | 9,827 | +1,734 | 240,362 | 323,800 | 0.06% | +83,438 |
| CENTRUS ENERGY CORP(LEU) | 1,072 | 1,415 | +343 | 260,239 | 245,630 | 0.05% | -14,609 |
| EQT CORP(EQT) | 483,345 | 87,840 | -395,505 | 25,907,292 | 5,590,138 | 1.09% | -20,317,154 |