Palo Duro Investment Partners, LP: PERMIAN RESOURCES CORP (PR): Quarterly 13F Position History
As of Q1 2026, Palo Duro Investment Partners, LP reported 3,085,992 shares of PERMIAN RESOURCES CORP (PR), worth $65.8M and representing 12.8% of its 13F equity book. Quarter-over-quarter share count change: + 368,238 (+13.5%) . The position first appeared in Q3 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.
- 3,085,992Shares Held (Latest Filing)
- $65.8MReported Market Value (Latest Filing)
- 12.8%Portfolio Weight (% of 13F Equity Book)
- +368,238Quarter-over-Quarter Share Change
- +$27.7MQuarter-over-Quarter Value Change
- 4,255,350Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,085,992 | +368,238 | +13.5% | $65.8M | 12.8% | $21.3 |
| Q4 2025 | 2,717,754 | +114,301 | +4.4% | $38.1M | 11.4% | $14.0 |
| Q3 2025 | 2,603,453 | +667,642 | +34.5% | $33.3M | 10.6% | $12.8 |
| Q2 2025 | 1,935,811 | +275,027 | +16.6% | $26.4M | 8.7% | $13.6 |
| Q1 2025 | 1,660,784 | 299,080 | -15.3% | $23.0M | 7.0% | $13.8 |
| Q4 2024 | 1,959,864 | 901,366 | -31.5% | $28.2M | 8.2% | $14.4 |
| Q3 2024 | 2,861,230 | 404,905 | -12.4% | $38.9M | 11.7% | $13.6 |
| Q2 2024 | 3,266,135 | +216,477 | +7.1% | $52.7M | 14.5% | $16.1 |
| Q1 2024 | 3,049,658 | 1,205,692 | -28.3% | $53.9M | 14.9% | $17.7 |
| Q4 2023 | 4,255,350 | +292,922 | +7.4% | $57.9M | 18.8% | $13.6 |
| Q3 2023 | 3,962,428 | — | — | $55.3M | 15.2% | $14.0 |
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 PR position in 13F-HR filings?
Palo Duro Investment Partners, LP first reported PERMIAN RESOURCES CORP (PR) on its 13F-HR filing for the period ending 2023-09-30 (Q3 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.
What was Palo Duro Investment Partners, LP's most recent quarter-over-quarter share-count change in PR?
Between Q4 2025 and Q1 2026, Palo Duro Investment Partners, LP added 368,238 shares of PR (+13.5%), bringing the total reported position to 3,085,992 shares at a market value of $65.8M.
Does the implied price-per-share represent Palo Duro Investment Partners, LP's cost basis in PR?
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.