Palo Duro Investment Partners, LP: EXPAND ENERGY CORPORATION (EXE): Quarterly 13F Position History
As of Q2 2026, Palo Duro Investment Partners, LP reported 439,476 shares of EXPAND ENERGY CORPORATION (EXE), worth $40.1M and representing 7.7% of its 13F equity book. Quarter-over-quarter share count change: + 243,534 (+124.3%) . The position first appeared in Q1 2026 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 439,476Shares Held (Latest Filing)
- $40.1MReported Market Value (Latest Filing)
- 7.7%Portfolio Weight (% of 13F Equity Book)
- +243,534Quarter-over-Quarter Share Change
- +$18.6MQuarter-over-Quarter Value Change
- 439,476Peak Reported Shares (Historical)
Recent initiation: Palo Duro Investment Partners, LP first reported EXE on the Q1 2026 filing, so fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 439,476 | +243,534 | +124.3% | $40.1M | 7.7% | $91.2 |
| Q1 2026 | 195,942 | – | – | $21.5M | 4.2% | $109.8 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Palo Duro Investment Partners, LP first disclose a EXE position in 13F-HR filings?
Palo Duro Investment Partners, LP first reported EXPAND ENERGY CORPORATION (EXE) on its 13F-HR filing for the period ending 2026-03-31 (Q1 2026). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Palo Duro Investment Partners, LP's most recent quarter-over-quarter share-count change in EXE?
Between Q1 2026 and Q2 2026, Palo Duro Investment Partners, LP added 243,534 shares of EXE (+124.3%), bringing the total reported position to 439,476 shares at a market value of $40.1M.
Does the implied price-per-share represent Palo Duro Investment Partners, LP's cost basis in EXE?
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.