Palo Duro Investment Partners, LP BKR — BAKER HUGHES COMPANY

Ownership history in Palo Duro Investment Partners, LP  ·  11 quarters on record

AI Ownership Summary

Palo Duro Investment Partners, LP reported BAKER HUGHES COMPANY (BKR) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 12.45% in 2025 Q4. The latest visible filing shows BKR at 11.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Palo Duro Investment Partners, LP's position in BAKER HUGHES COMPANY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BKR was reported at 11.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.45% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BKR stock page Palo Duro Investment Partners, LP fund profile Palo Duro Investment Partners, LP full holdings
How Palo Duro Investment Partners, LP held BKR — position size vs. price
% of Fund (quarterly)    BKR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 966,249 +54,778 +6.0% 11.46% $59.0M 2026-05-15 $64.12
2025 Q4 ADDED — — — 911,471 +314,709 +52.7% 12.45% $41.5M 2026-02-17 $59.66
2025 Q3 ADDED — — — 596,762 +452,085 +312.5% 9.22% $29.1M 2025-11-14 $48.39
2025 Q2 ADDED — — — 144,677 +17,685 +13.9% 1.83% $5.5M 2025-08-14 $42.74
2025 Q1 REDUCED 30.1% -12.2% ✅ 126,992 -54,759 -30.1% 1.69% $5.6M 2025-05-15 $37.09
2024 Q4 REDUCED 19.9% +7.7% ❌ 181,751 -45,120 -19.9% 2.18% $7.5M 2025-02-14 $45.33
2024 Q3 REDUCED 5.1% +13.9% ❌ 226,871 -12,249 -5.1% 2.47% $8.2M 2024-11-14 $41.98
2024 Q2 UNCHANGED — — — 239,120 — 0% 2.32% $8.4M 2024-08-14 $33.59
2024 Q1 ADDED — — — 239,120 +25,731 +12.1% 2.21% $8.0M 2024-05-15 $31.64
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BKR

As of 2026 Q2 — sorted by position size

Palouse Capital Management, Inc. 3Y 7Y 2.84% SWP Investment Management LLC 2.6% Perpetual Ltd 3Y 7Y 2.53% Graphene Investments SAS 3Y 2.02% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 1.63% LITTLEJOHN FINANCIAL SERVICES, INC. 1.56% Connective Portfolio Management, LLC 3Y 1.39% Cardano Risk Management B.V. 3Y 7Y 1.34% Oliver Luxxe Assets LLC 3Y 7Y 1.28% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 1.17%

FAQ About Palo Duro Investment Partners, LP and BKR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Palo Duro Investment Partners, LP reported owning BKR?

Palo Duro Investment Partners, LP reported BKR across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BKR position in Palo Duro Investment Partners, LP's portfolio?

The largest reported portfolio weight for BKR was 12.45% in 2025 Q4.

What is the latest reported BKR position on this page?

The most recent filing on this page is 2026 Q1, when Palo Duro Investment Partners, LP reported 966,249 shares, equal to 11.46% of portfolio, with an estimated market value of $59.0M.

What does the chart on this BKR ownership page compare?

The chart compares Palo Duro Investment Partners, LP's quarterly BKR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Palo Duro Investment Partners, LP time their BKR position?

Based on 13F filing dates vs. subsequent BKR price moves, Palo Duro Investment Partners, LP correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on BKR relative to SPY over the holding period was +5.7%.

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