Palo Duro Investment Partners, LP CHRD — CHORD ENERGY CORPORATION

Ownership history in Palo Duro Investment Partners, LP  ·  10 quarters on record

AI Ownership Summary

Palo Duro Investment Partners, LP reported CHORD ENERGY CORPORATION (CHRD) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 23.49% in 2025 Q1. The latest visible filing shows CHRD at 7.30% 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.

What this CHRD 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 CHORD ENERGY CORPORATION, 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 Q2

CHRD was reported at 7.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
23.49% in 2025 Q1

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 Q2

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.

CHRD stock page Palo Duro Investment Partners, LP fund profile Palo Duro Investment Partners, LP full holdings
How Palo Duro Investment Partners, LP held CHRD — position size vs. price
% of Fund (quarterly)    CHRD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 331,056 -94,118 -22.1% 7.30% $37.8M 2026-08-14 $136.11
2026 Q1 REDUCED 7.6% -17.7% ✅ 425,174 -34,788 -7.6% 11.75% $60.5M 2026-05-15 $145.81
2025 Q4 REDUCED 20.4% +55.0% ❌ 459,962 -117,600 -20.4% 12.79% $42.6M 2026-02-17 $96.68
2025 Q3 REDUCED 16.6% -6.8% ✅ 577,562 -114,900 -16.6% 18.20% $57.4M 2025-11-14 $89.26
2025 Q2 ADDED — — — 692,462 +2,772 +0.4% 22.14% $67.1M 2025-08-14 $97.31
2025 Q1 ADDED — — — 689,690 +20,940 +3.1% 23.49% $77.7M 2025-05-15 $89.50
2024 Q4 ADDED — — — 668,750 +80,063 +13.6% 22.85% $78.2M 2025-02-14 $102.26
2024 Q3 ADDED — — — 588,687 +116,185 +24.6% 23.12% $76.7M 2024-11-14 $119.30
2024 Q2 ADDED — — — 472,502 +413,931 +706.7% 21.82% $79.2M 2024-08-14 $136.92
2024 Q1 INITIATED — — — 58,571 — — 2.88% $10.4M 2024-05-15 $160.70

🏢 Other funds also holding CHRD

As of 2026 Q2 — sorted by position size

Condire Management, LP 3Y 6.64% Sourcerock Group LLC 3Y 6.52% VALUEWORKS LLC 3Y 7Y 3.71% Arkfeld Wealth Strategies, L.L.C. 3Y 3.26% Glendon Capital Management LP 3Y 7Y 2.78% Goehring & Rozencwajg Associates, LLC 3Y 2.02% HITE Hedge Asset Management LLC 3Y 7Y 1.95% MILLER VALUE PARTNERS, LLC 3Y 7Y 1.87% Dalton Investments, Inc. 3Y 7Y 1.37% Seneca House Advisors 3Y 7Y 1.29%

FAQ About Palo Duro Investment Partners, LP and CHRD

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 CHRD?

Palo Duro Investment Partners, LP reported CHRD across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for CHRD was 23.49% in 2025 Q1.

What is the latest reported CHRD position on this page?

The most recent filing on this page is 2026 Q2, when Palo Duro Investment Partners, LP reported 331,056 shares, equal to 7.30% of portfolio, with an estimated market value of $37.8M.

What does the chart on this CHRD ownership page compare?

The chart compares Palo Duro Investment Partners, LP's quarterly CHRD 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 CHRD position?

Based on 13F filing dates vs. subsequent CHRD price moves, Palo Duro Investment Partners, LP correctly timed 2 out of 9 reported position changes (22%). The annualised alpha on CHRD relative to SPY over the holding period was +214.4%.

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