Jack Devine
Palo Duro Investment Partners, Lp
Assets Managed
$514.592M
Holdings
29
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
54.33%(2Q avg: 30.05%)
Sustained Growth
3 quarters
Portfolio positions
This chart displays the top 10 holdings in Palo Duro Investment Partners, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 29 positions.
Assets under management
The assets under management (AUM) of Palo Duro Investment Partners, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 514.592M in assets, with a quarterly growth rate of 54.33% and a 2-quarter average growth rate of 30.05%. The portfolio is managed by Jack Devine, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AR Antero Resources Corp
| 17.45% | $89.765M 2.115M shares@ $42.44 avg price | Increased 9.4% |
GPOR Gulfport Energy Corp
| 14.48% | $74.494M 352,103 shares@ $211.58 avg price | Increased 58.18% |
PR Permian Resources Corp
| 12.79% | $65.793M 3.086M shares@ $21.32 avg price | Increased 13.55% |
CHRD Chord Energy Corp
| 11.75% | $60.451M 425,174 shares@ $142.18 avg price | Decreased -7.56% |
BKR Baker Hughes Co
| 11.47% | $58.99M 966,249 shares@ $61.05 avg price | Increased 6.01% |
DAR Darling Ingredients Inc
| 10.56% | $54.325M 878,333 shares@ $61.85 avg price | Increased 38.97% |
CRC California Resources Corp
| 5.19% | $26.661M 385,164 shares@ $69.22 avg price | Decreased -7.46% |
GNRC Generac Holdings Inc
| 4.75% | $24.442M 125,130 shares@ $195.34 avg price | Increased 6.93% |
EXE Expand Energy Corp
| 4.19% | $21.511M 195,942 shares@ $109.79 avg price | New Position |
SHLS Shoals Technologies Group -a
| 2.11% | $10.815M 1.644M shares@ $6.59 avg price | Increased 458.83% |
1-10 of 29