Palo Duro Investment Partners, LP: SHOALS TECHNOLOGIES GROUP IN (SHLS): Quarterly 13F Position History
As of Q1 2026, Palo Duro Investment Partners, LP reported 1,643,689 shares of SHOALS TECHNOLOGIES GROUP IN (SHLS), worth $10.8M and representing 2.1% of its 13F equity book. Quarter-over-quarter share count change: + 1,349,555 (+458.8%) . The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 1,643,689Shares Held (Latest Filing)
- $10.8MReported Market Value (Latest Filing)
- 2.1%Portfolio Weight (% of 13F Equity Book)
- +1,349,555Quarter-over-Quarter Share Change
- +$8.3MQuarter-over-Quarter Value Change
- 1,643,689Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,643,689 | +1,349,555 | +458.8% | $10.8M | 2.1% | $6.6 |
| Q4 2025 | 294,134 | 272,448 | -48.1% | $2.5M | 0.7% | $8.5 |
| Q3 2025 | 566,582 | — | — | $4.2M | 1.3% | $7.4 |
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 SHLS position in 13F-HR filings?
Palo Duro Investment Partners, LP first reported SHOALS TECHNOLOGIES GROUP IN (SHLS) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was Palo Duro Investment Partners, LP's most recent quarter-over-quarter share-count change in SHLS?
Between Q4 2025 and Q1 2026, Palo Duro Investment Partners, LP added 1,349,555 shares of SHLS (+458.8%), bringing the total reported position to 1,643,689 shares at a market value of $10.8M.
Does the implied price-per-share represent Palo Duro Investment Partners, LP's cost basis in SHLS?
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.