DOSSIER · 13F-HR · Q4 2025
Palo Duro Investment Partners, LP
$333M in tracked AUM across 22 positions as of Q4 2025.
PD
CIK 0001977128 · last filed Dec 31, 2025
AI Analysis · Q4 2025
Portfolio Overview
Palo Duro Investment Partners, LP manages a highly concentrated portfolio characterized by a high-conviction investment strategy. As of the reporting period ending September 30, 2025, the firm’s total assets under management (AUM) stood at approximately $195.89 million. This represents a significant decrease of 35.3% from the previous quarter's $302.86 million.
The portfolio consists of only 12 holdings, indicating a preference for focused exposure over broad diversifica...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q4 2025. Methodology
Quarter at a glance — Q4 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q4 2025.