Institutions / Yaupon Capital Management LP
Yaupon Capital Management LP
CIK 1755028 · Institution · as of Dec 31, 2025
Portfolio value
$2.04B
Positions
92
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 92 →
| Company | Value | % of portfolio |
|---|---|---|
| National Fuel Gas Co | $88.54M | 4.3% |
| Bp PLC | $77.49M | 3.8% |
| Cenovus Energy Inc | $73.55M | 3.6% |
| Ovintiv Inc. | $65.89M | 3.2% |
| Crh Public Ltd Co | $63.11M | 3.1% |
| Tc Energy Corp | $62.93M | 3.1% |
| Aes Corp | $62.49M | 3.1% |
| Coterra Energy Inc. | $62.36M | 3.1% |
| Permian Resources Corp | $57.28M | 2.8% |
| Csx Corp | $56.54M | 2.8% |
| Duke Energy Corp | $52.04M | 2.6% |
| NiSource Inc | $49.80M | 2.4% |
| Shell PLC | $49.14M | 2.4% |
| American Water Works Company, Inc. | $45.57M | 2.2% |
| Pinnacle West Capital Corp | $45.37M | 2.2% |
| Williams Cos Inc/The | $44.54M | 2.2% |
| Ameren Corp | $43.39M | 2.1% |
| TechnipFMC plc | $42.03M | 2.1% |
| Dte Energy Co | $37.49M | 1.8% |
| Rockwell Automation Inc | $36.49M | 1.8% |
| Nucor Corp | $35.36M | 1.7% |
| EQT Corp | $31.93M | 1.6% |
| CenterPoint Energy Inc | $31.13M | 1.5% |
| Matador Resources Co | $30.83M | 1.5% |
| Targa Resources Corp | $29.92M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.