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Palo Duro Investment Partners, LP
Palo Duro Investment Partners, LP is a hedge fund and SEC-registered investment adviser headquartered in Chicago, Illinois. Established in September 2022 as a Delaware limited partnership, the firm is owned by Matthew Dougherty. It manages pooled investment vehicles and pension/profit-sharing plans, and as of March 2025 had approximately $425.7 million in assets under management and a staff of 6. Palo Duro primarily serves institutional clients with a focus on the energy sector.
Investment Strategy
Palo Duro Investment Partners, LP specializes in long/short equity and event-driven strategies focused on the energy transition and broader energy sector. The firm actively manages a concentrated portfolio across oil, gas, and energy infrastructure, leveraging deep industry research and fundamental analysis to identify value opportunities. Their holdings and investments emphasize companies positioned to benefit from shifts in energy markets and transformative sector trends. They engage in both public market securities and private pooled vehicles.
Latest 13F Filing Activity
Palo Duro Investment Partners, LP filed their most recent 13F report on Jun 30, 2025 disclosing 23 equity positions with a total 13F market value of $303M. The fund increased holdings in Gulfport Energy Corp., Permian Resources Corp., Nextracker Inc. among other positions. Palo Duro Investment Partners, LP reduced exposure to Antero Resources Corp., EQT Corp., Chord Energy Corporation among others.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EQT | EQT CORP | 22.45% | $68.0M | 1,165,716 | $37.56 | $58.32 | -$15.1M |
C CHRD | CHORD ENERGY CORPORATION | 22.14% | $67.1M | 692,462 | $155.62 | $96.85 | -$10.7M |
A AR | ANTERO RESOURCES CORP | 19.22% | $58.2M | 1,445,386 | $23.62 | $40.28 | -$22.0M |
G GPOR | GULFPORT ENERGY CORP | 14.21% | $43.0M | 213,943 | $194.51 | $201.17 | +$27.6M |
P PR | PERMIAN RESOURCES CORP | 8.71% | $26.4M | 1,935,811 | $14.01 | $13.62 | +$3.4M |
Industry Allocation
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