13F Portfolios

Palo Duro Investment Partners, LP: CHORD ENERGY CORPORATION (CHRD): Quarterly 13F Position History

As of Q1 2026, Palo Duro Investment Partners, LP reported 425,174 shares of CHORD ENERGY CORPORATION (CHRD), worth $60.5M and representing 11.7% of its 13F equity book. Quarter-over-quarter share count change: 34,788 (-7.6%) . The position first appeared in Q1 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 425,174 34,788 -7.6% $60.5M 11.7% $142.2
Q4 2025 459,962 117,600 -20.4% $42.6M 12.8% $92.7
Q3 2025 577,562 114,900 -16.6% $57.4M 18.2% $99.4
Q2 2025 692,462 +2,772 +0.4% $67.1M 22.1% $96.8
Q1 2025 689,690 +20,940 +3.1% $77.7M 23.5% $112.7
Q4 2024 668,750 +80,063 +13.6% $78.2M 22.9% $116.9
Q3 2024 588,687 +116,185 +24.6% $76.7M 23.1% $130.2
Q2 2024 472,502 +413,931 +706.7% $79.2M 21.8% $167.7
Q1 2024 58,571 $10.4M 2.9% $178.2

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 CHRD position in 13F-HR filings?

Palo Duro Investment Partners, LP first reported CHORD ENERGY CORPORATION (CHRD) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.

What was Palo Duro Investment Partners, LP's most recent quarter-over-quarter share-count change in CHRD?

Between Q4 2025 and Q1 2026, Palo Duro Investment Partners, LP reduced its CHRD position by 34,788 shares (-7.6%), leaving 425,174 shares at a market value of $60.5M.

Does the implied price-per-share represent Palo Duro Investment Partners, LP's cost basis in CHRD?

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.