Yaupon Capital Management LP Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$62.7B
Holdings
27
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XIFRNEXTERA ENERGY PARTNERS LP | 175,579 | $7.5B | 12.05% | |
| 2 | PEOEXELON CORP | 200,000 | $7.4B | 11.75% | Call |
| 3 | NEENEXTERA ENERGY INC | 23,200 | $5.6B | 8.91% | |
| 4 | —SWITCHBACK ENERGY ACQUISTN C | 500,000 | $4.8B | 7.70% | |
| 5 | EVRGEVERGY INC | 82,400 | $4.5B | 7.24% | |
| 6 | NFGNATIONAL FUEL GAS CO N J | 100,000 | $3.7B | 5.95% | Put |
| 7 | MPCMARATHON PETE CORP | 154,920 | $3.7B | 5.84% | |
| 8 | WMBWILLIAMS COS INC | 186,000 | $2.6B | 4.20% | |
| 9 | DTEDTE ENERGY CO | 25,749 | $2.4B | 3.90% | |
| 10 | MNRLUSDBRIGHAM MINERALS INC | 260,365 | $2.2B | 3.43% | |
| 11 | FEFIRSTENERGY CORP | 51,399 | $2.1B | 3.29% | |
| 12 | DKDELEK US HLDGS INC NEW | 127,100 | $2.0B | 3.20% | |
| 13 | LNTALLIANT ENERGY CORP | 38,500 | $1.9B | 2.97% | |
| 14 | PEGPUBLIC SVC ENTERPRISE GRP IN | 41,003 | $1.8B | 2.94% | |
| 15 | XECEURCIMAREX ENERGY CO | 104,967 | $1.8B | 2.82% | |
| 16 | —WPX ENERGY INC | 434,649 | $1.3B | 2.12% | |
| 17 | ETRNUSDEQUITRANS MIDSTREAM CORP | 246,442 | $1.2B | 1.98% | |
| 18 | PAGPPLAINS GP HLDGS L P | 202,200 | $1.1B | 1.81% | |
| 19 | FTITECHNIPFMC PLC | 155,200 | $1.0B | 1.67% | Call |
| 20 | PARRPAR PACIFIC HOLDINGS INC | 125,500 | $891.0M | 1.42% | |
| 21 | TRGPTARGA RES CORP | 127,300 | $880.0M | 1.40% | |
| 22 | ICLNISHARES TR | 79,105 | $755.0M | 1.20% | |
| 23 | —PARSLEY ENERGY INC | 115,200 | $660.0M | 1.05% | |
| 24 | TELLEURTELLURIAN INC NEW | 446,261 | $403.0M | 0.64% | |
| 25 | CDEVEURCENTENNIAL RESOURCE DEV INC | 583,804 | $154.0M | 0.25% | |
| 26 | —SWITCHBACK ENERGY ACQUISTN C | 166,666 | $104.0M | 0.17% | |
| 27 | —ALTUS MIDSTREAM CO | 113,532 | $85.0M | 0.14% |