13F Portfolios

Palo Duro Investment Partners, LP: GULFPORT ENERGY CORP (GPOR): Quarterly 13F Position History

As of Q1 2026, Palo Duro Investment Partners, LP reported 352,103 shares of GULFPORT ENERGY CORP (GPOR), worth $74.5M and representing 14.5% of its 13F equity book. Quarter-over-quarter share count change: + 129,502 (+58.2%) . The position first appeared in Q1 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 352,103 +129,502 +58.2% $74.5M 14.5% $211.6
Q4 2025 222,601 57,718 -20.6% $46.3M 13.9% $208.0
Q3 2025 280,319 +66,376 +31.0% $50.7M 16.1% $181.0
Q2 2025 213,943 +130,261 +155.7% $43.0M 14.2% $201.2
Q1 2025 83,682 $15.4M 4.7% $184.1

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 GPOR position in 13F-HR filings?

Palo Duro Investment Partners, LP first reported GULFPORT ENERGY CORP (GPOR) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.

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

Between Q4 2025 and Q1 2026, Palo Duro Investment Partners, LP added 129,502 shares of GPOR (+58.2%), bringing the total reported position to 352,103 shares at a market value of $74.5M.

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

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.