Yaupon Capital Management LP
CIK 1755028
13F filing for Q2 2026・No. 910
- Holdings
- US$5.08B
- Quarter change
- +US$1.88B
- Entries
- 124
- Net bought (estimate)
- +US$990.2M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 46
- Sold out 24
- Cut 12
- Added 37
- Corporate actions 0
- Unchanged 14
Largest holdings
109 stocks worth US$3B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NFGNATIONAL FUEL GAS COCOM | Added | 1,559,618 | US$120.42M | 4.02% |
| DVNDEVON ENERGY CORP NEWCOM | New | 2,102,988 | US$86.9M | 2.90% |
| NINISOURCE INCCOM | Added | 1,749,831 | US$83.2M | 2.78% |
| OVVOVINTIV INCCOM | Added | 1,540,608 | US$81.11M | 2.71% |
| WMBWILLIAMS COS INCCOM | Added | 1,088,549 | US$80.92M | 2.70% |
| BKV CORPCOM | Added | 2,768,719 | US$75.75M | 2.53% |
| VSTVISTRA CORPCOM | Added | 470,483 | US$74.63M | 2.49% |
| TLNTALEN ENERGY CORPCOM | Added | 193,647 | US$74.41M | 2.48% |
| CVECENOVUS ENERGY INCCOM | Added | 2,891,599 | US$71.74M | 2.39% |
| ETRENTERGY CORP NEWCOM | Added | 615,956 | US$70.75M | 2.36% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.