Palo Duro Investment Partners, LP Portfolio Holdings

Palo Duro Investment Partners, LP

  • $315 Billion
  • Q3 2025

Palo Duro Investment Partners, LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $315 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Antero Resources Corp with a value of $77.7B, Oasis Petroleum Inc. with a value of $57.4B, Gulfport Energy Corp with a value of $50.7B, Permian Resources Corporation with a value of $33.3B, and Eqt Corp with a value of $29.6B.

Examining the 13F form we can see an increase of $12.4B in the current position value, from $303B to 315B.

Palo Duro Investment Partners, LP is based out at Chicago, IL

Below you can find more details about Palo Duro Investment Partners, LP portfolio as well as his latest detailed transactions.

Portfolio value $315 Billion
Energy: $301 Billion
Technology: $4.2 Billion
Basic Materials: $2.29 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.3B
$77.7 Billion 24.65% of portfolio
2,315,592
Q3 2025 Added 60.21%
$3.86B
$57.4 Billion 18.2% of portfolio
577,562
Q3 2025 Reduced 16.59%
$4.14B
$50.7 Billion 16.09% of portfolio
280,319
Q3 2025 Added 31.03%
$3.93B
$33.3 Billion 10.57% of portfolio
2,603,453
Q3 2025 Added 34.49%
$22B
$29.6 Billion 9.37% of portfolio
543,008
Q3 2025 Reduced 53.42%
$48.8B
$29.1 Billion 9.22% of portfolio
596,762
Q3 2025 Added 312.48%
$3.68B
$16.9 Billion 5.37% of portfolio
318,318
Q3 2025 Reduced 16.01%
Nextracker Inc
-
$7.2 Billion 2.28% of portfolio
-
Q3 2025 Added 25.51%
$946M
$4.2 Billion 1.33% of portfolio
566,582
Q3 2025 New
$39.2B
$2.5 Billion 0.79% of portfolio
14,939
Q3 2025 Reduced 6.47%
$16.9B
$2.29 Billion 0.73% of portfolio
25,584
Q3 2025 Reduced 11.82%
$11.2B
$791 Million 0.25% of portfolio
6,992
Q3 2025 Reduced 6.0%
$26.5B
$749 Million 0.24% of portfolio
5,232
Q3 2025 Reduced 32.89%
$11.8B
$572 Million 0.18% of portfolio
10,931
Q3 2025 Reduced 7.3%
$8.69B
$478 Million 0.15% of portfolio
24,576
Q3 2025 Reduced 6.54%
$4.23B
$390 Million 0.12% of portfolio
29,234
Q3 2025 Reduced 7.58%
Core Natural Resources Inc
-
$304 Million 0.1% of portfolio
-
Q3 2025 Reduced 7.57%
$1.47B
$296 Million 0.09% of portfolio
8,572
Q3 2025 Reduced 6.73%
$3.47B
$247 Million 0.08% of portfolio
13,544
Q3 2025 Reduced 6.29%
$4.15B
$219 Million 0.07% of portfolio
8,255
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $315 Billion
  • Prior Value $303 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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