Yaupon Capital Management LP Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$119.1B
Holdings
29
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LNTALLIANT ENERGY CORP | 187,035 | $8.9B | 7.51% | |
| 2 | PCGPG&E CORP | 1,000,000 | $8.9B | 7.44% | |
| 3 | EVRGEVERGY INC | 123,500 | $7.3B | 6.15% | |
| 4 | CNPCENTERPOINT ENERGY INC | 366,101 | $6.8B | 5.74% | |
| 5 | NEENEXTERA ENERGY INC | 26,500 | $6.4B | 5.34% | |
| 6 | XECEURCIMAREX ENERGY CO | 230,367 | $6.3B | 5.32% | |
| 7 | —PARSLEY ENERGY INC | 541,993 | $5.8B | 4.86% | |
| 8 | ESEVERSOURCE ENERGY | 68,600 | $5.7B | 4.79% | |
| 9 | —WPX ENERGY INC | 895,115 | $5.7B | 4.79% | |
| 10 | —SWITCHBACK ENERGY ACQUISTN C | 500,000 | $5.0B | 4.22% | |
| 11 | XIFRNEXTERA ENERGY PARTNERS LP | 86,921 | $4.5B | 3.74% | |
| 12 | PEGPUBLIC SVC ENTERPRISE GRP IN | 89,500 | $4.4B | 3.69% | |
| 13 | MPCMARATHON PETE CORP | 116,800 | $4.4B | 3.66% | |
| 14 | PEOEXELON CORP | 117,854 | $4.3B | 3.59% | |
| 15 | PARRPAR PACIFIC HOLDINGS INC | 458,682 | $4.1B | 3.46% | |
| 16 | MNRLUSDBRIGHAM MINERALS INC | 317,100 | $3.9B | 3.29% | |
| 17 | TRPTC ENERGY CORP | 77,300 | $3.3B | 2.78% | |
| 18 | ETRNUSDEQUITRANS MIDSTREAM CORP | 385,300 | $3.2B | 2.69% | |
| 19 | PAGPPLAINS GP HLDGS L P | 355,922 | $3.2B | 2.66% | |
| 20 | DKDELEK US HLDGS INC NEW | 175,138 | $3.0B | 2.56% | |
| 21 | TRGPTARGA RES CORP | 140,412 | $2.8B | 2.37% | |
| 22 | APY1EURCHAMPIONX CORPORATION | 261,771 | $2.6B | 2.14% | |
| 23 | EQTEQT CORP | 209,722 | $2.5B | 2.09% | |
| 24 | CNXCNX RESOURCES CORPORATION | 284,500 | $2.5B | 2.07% | |
| 25 | CVECENOVUS ENERGY INC | 327,500 | $1.5B | 1.28% | |
| 26 | CRKCOMSTOCK RES INC | 280,100 | $1.2B | 1.03% | |
| 27 | TELLEURTELLURIAN INC NEW | 589,158 | $678.0M | 0.57% | |
| 28 | —SWITCHBACK ENERGY ACQUISTN C | 166,666 | $132.0M | 0.11% | |
| 29 | —ALTUS MIDSTREAM CO | 113,532 | $72.0M | 0.06% |