Managers / Q2 2023 · view latest →
Palo Duro Investment Partners, LP
CIK 0001977128 · 311 S. WACKER DRIVE, SUITE 2640, CHICAGO, IL, 60606 · (312) 264-4670
Reported Value
$305M
Q2 2023
Positions
6
Filings on Record
13
2019–present window
Filed
Aug 7, 2023
original filing
Summary
Palo Duro Investment Partners, Lp reported $305M in U.S.-listed holdings across 6 positions for Q2 2023.
The portfolio is heavily concentrated: AR alone accounts for 21.2% of reported value.
Compared with Q1 2023, the fund opened 0 new positions and exited 2.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 100.0% · $305M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $515M | 29 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $333M | 22 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $315M | 21 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $303M | 23 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $331M | 21 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $342M | 18 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $332M | 16 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $363M | 10 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $363M | 11 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $307M | 10 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $363M | 11 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $305M | 6 | Aug 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $302M | 8 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.