EdgeMarket › What Yaupon Capital Management Lp reported owning
What Yaupon Capital Management Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.2BPositions
98Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NFG NATIONAL FUEL GAS CO | 98.0M | 3.1% | 1.0M | 82.48 | -5.2% |
| unmapped CUSIP 127097103 | 95.3M | 3.0% | 2.7M | — | — |
| CVE CENOVUS ENERGY INC. | 75.9M | 2.4% | 2.9M | 32.93 | +119.8% |
| VST Vistra Corp. | 67.9M | 2.1% | 451.6K | 136.21 | -29.4% |
| OVV Ovintiv Inc. | 65.1M | 2.0% | 1.1M | 66.82 | +71.2% |
| PR Permian Resources Corp | 64.4M | 2.0% | 3.0M | 23.75 | +78.4% |
| BKV BKV Corp | 58.2M | 1.8% | 2.0M | 24.20 | +11.3% |
| NI NISOURCE INC. | 58.0M | 1.8% | 1.2M | 40.62 | -4.5% |
| CSX CSX CORP | 55.5M | 1.7% | 1.4M | 51.59 | +43.3% |
| PEG PUBLIC SERVICE ENTERPRISE GROUP INC | 53.9M | 1.7% | 665.8K | 72.61 | -14.7% |
| HTO H2O AMERICA | 52.5M | 1.6% | 895.4K | 63.48 | +26.6% |
| BP BP PLC | 44.6M | 1.4% | 948.3K | 44.76 | +32.1% |
| AEE AMEREN CORP | 44.3M | 1.4% | 402.9K | 106.13 | +4.1% |
| DUK Duke Energy CORP | 44.2M | 1.4% | 337.7K | 119.85 | -3.7% |
| AWK American Water Works Company, Inc. | 43.3M | 1.4% | 317.9K | 135.39 | -7.0% |
| TRP TC ENERGY CORP | 43.2M | 1.3% | 690.4K | 62.02 | +19.6% |
| HUT Hut 8 Corp. | 42.5M | 1.3% | 906.3K | 80.86 | +262.4% |
| SHEL Shell plc | 38.3M | 1.2% | 411.8K | 93.33 | +29.5% |
| DTE DTE ENERGY CO | 37.4M | 1.2% | 255.6K | 135.22 | -3.8% |
| CMS CMS ENERGY CORP | 35.1M | 1.1% | 452.6K | 68.27 | -6.5% |
| WMB WILLIAMS COMPANIES, INC. | 35.0M | 1.1% | 481.2K | 70.49 | +23.2% |
| AES AES CORP | 33.8M | 1.1% | 2.4M | 14.77 | +11.9% |
| TRGP Targa Resources Corp. | 32.8M | 1.0% | 130.8K | 299.10 | +83.6% |
| PNW PINNACLE WEST CAPITAL CORP | 30.7M | 1.0% | 305.0K | 97.36 | +5.5% |
| EQT EQT Corp | 29.3M | 0.9% | 461.0K | 53.72 | +4.6% |
| CNP CENTERPOINT ENERGY INC | 28.4M | 0.9% | 657.5K | 38.77 | +0.7% |
| COHR COHERENT CORP. | 27.8M | 0.9% | 116.8K | 289.52 | +234.5% |
| COP CONOCOPHILLIPS | 27.7M | 0.9% | 210.0K | 134.87 | +42.1% |
| TBN Tamboran Resources Corp | 26.8M | 0.8% | 535.2K | 37.97 | +83.3% |
| TLN Talen Energy Corp | 25.3M | 0.8% | 79.2K | 314.46 | -12.7% |
| DTM DT Midstream, Inc. | 25.2M | 0.8% | 187.1K | 126.77 | +23.6% |
| MTDR Matador Resources Co | 24.6M | 0.8% | 389.9K | 58.38 | +26.3% |
| FTI TechnipFMC plc | 23.8M | 0.7% | 344.6K | 77.45 | +122.8% |
| TAC TRANSALTA CORP | 23.5M | 0.7% | 1.8M | 12.21 | -0.8% |
| LYB LyondellBasell Industries N.V. | 22.7M | 0.7% | 282.2K | 67.53 | +22.0% |
| XIFR XPLR Infrastructure, LP | 22.7M | 0.7% | 2.1M | 11.15 | +9.7% |
| VNOM Viper Energy, Inc. | 22.4M | 0.7% | 477.0K | 45.27 | +21.6% |
| KEX KIRBY CORP | 22.0M | 0.7% | 165.5K | 139.93 | +43.4% |
| MWH SOLV Energy, Inc. | 21.8M | 0.7% | 725.0K | 28.34 | — |
| ETR ENTERGY CORP /DE/ | 21.3M | 0.7% | 189.6K | 104.62 | +16.5% |
| B BARRICK MINING CORP | 19.2M | 0.6% | 470.5K | 47.60 | +91.6% |
| PAGP PLAINS GP HOLDINGS LP | 18.9M | 0.6% | 778.0K | 26.84 | +42.3% |
| BKH BLACK HILLS CORP /SD/ | 17.1M | 0.5% | 246.6K | 71.69 | +19.4% |
| IDA IDACORP INC | 16.1M | 0.5% | 112.7K | 137.20 | +8.3% |
| LITE Lumentum Holdings Inc. | 15.6M | 0.5% | 22.2K | 866.71 | +647.9% |
| OGE OGE ENERGY CORP. | 15.3M | 0.5% | 319.1K | 45.62 | +0.8% |
| KBON Karbon Capital Partners Corp. | 14.8M | 0.5% | 1.5M | 10.10 | — |
| KRSP Rice Acquisition Corp 3 | 14.7M | 0.5% | 1.4M | 10.60 | — |
| HBM Hudbay Minerals Inc. | 13.6M | 0.4% | 652.3K | 30.06 | +173.5% |
| WLK WESTLAKE CORP | 12.5M | 0.4% | 107.0K | 78.93 | -4.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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