Palo Duro Investment Partners, LP: ANTERO RESOURCES CORP (AR): Quarterly 13F Position History
As of Q1 2026, Palo Duro Investment Partners, LP reported 2,115,112 shares of ANTERO RESOURCES CORP (AR), worth $89.8M and representing 17.4% of its 13F equity book. Quarter-over-quarter share count change: + 181,624 (+9.4%) . The position first appeared in Q1 2023 and has been disclosed across 13 13F-HR filings in Pactolio's tracked window.
- 2,115,112Shares Held (Latest Filing)
- $89.8MReported Market Value (Latest Filing)
- 17.4%Portfolio Weight (% of 13F Equity Book)
- +181,624Quarter-over-Quarter Share Change
- +$23.1MQuarter-over-Quarter Value Change
- 2,966,734Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 13 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,115,112 | +181,624 | +9.4% | $89.8M | 17.4% | $42.4 |
| Q4 2025 | 1,933,488 | 382,104 | -16.5% | $66.6M | 20.0% | $34.5 |
| Q3 2025 | 2,315,592 | +870,206 | +60.2% | $77.7M | 24.6% | $33.6 |
| Q2 2025 | 1,445,386 | 537,370 | -27.1% | $58.2M | 19.2% | $40.3 |
| Q1 2025 | 1,982,756 | 364,648 | -15.5% | $80.2M | 24.2% | $40.4 |
| Q4 2024 | 2,347,404 | 339,669 | -12.6% | $82.3M | 24.0% | $35.0 |
| Q3 2024 | 2,687,073 | +280,103 | +11.6% | $77.0M | 23.2% | $28.6 |
| Q2 2024 | 2,406,970 | 508,335 | -17.4% | $78.5M | 21.6% | $32.6 |
| Q1 2024 | 2,915,305 | 51,429 | -1.7% | $84.5M | 23.3% | $29.0 |
| Q4 2023 | 2,966,734 | +281,508 | +10.5% | $67.3M | 21.9% | $22.7 |
| Q3 2023 | 2,685,226 | 122,782 | -4.4% | $68.2M | 18.8% | $25.4 |
| Q2 2023 | 2,808,008 | +847,549 | +43.2% | $64.7M | 21.2% | $23.0 |
| Q1 2023 | 1,960,459 | — | — | $45.3M | 15.0% | $23.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Palo Duro Investment Partners, LP first disclose a AR position in 13F-HR filings?
Palo Duro Investment Partners, LP first reported ANTERO RESOURCES CORP (AR) on its 13F-HR filing for the period ending 2023-03-31 (Q1 2023). The position has appeared on 13 reported quarters within Pactolio's tracked window.
What was Palo Duro Investment Partners, LP's most recent quarter-over-quarter share-count change in AR?
Between Q4 2025 and Q1 2026, Palo Duro Investment Partners, LP added 181,624 shares of AR (+9.4%), bringing the total reported position to 2,115,112 shares at a market value of $89.8M.
Does the implied price-per-share represent Palo Duro Investment Partners, LP's cost basis in AR?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.