Yaupon Capital Management LP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1.1T
Holdings
105
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (105 positions)
| Stock | Value |
|---|---|
OKEONEOK INC NEW | $54.1B |
PXDEURPIONEER NAT RES CO | $48.2B |
XOMEXXON MOBIL CORP | $40.6B |
PSXPHILLIPS 66 | $37.9B |
SHELSHELL PLC | $32.8B |
DDOMINION ENERGY INC | $30.4B |
MPCMARATHON PETE CORP | $30.3B |
TECK/BTECK RESOURCES LTD | $28.9B |
PRPERMIAN RESOURCES CORP | $28.5B |
LNGCHENIERE ENERGY INC | $27.1B |
ARANTERO RESOURCES CORP | $24.2B |
CVECENOVUS ENERGY INC | $23.5B |
LNTALLIANT ENERGY CORP | $23.4B |
CNPCENTERPOINT ENERGY INC | $18.4B |
DTEDTE ENERGY CO | $17.6B |
ETRNUSDEQUITRANS MIDSTREAM CORP | $17.6B |
CFCF INDS HLDGS INC | $17.0B |
NEXTNEXTDECADE CORP | $16.8B |
OXYOCCIDENTAL PETE CORP | $16.7B |
TACTRANSALTA CORP | $15.6B |
WEXWEX INC | $15.5B |
BTEBAYTEX ENERGY CORP | $15.4B |
EQTEQT CORP | $14.9B |
MRO*MARATHON OIL CORP | $14.7B |
CMSCMS ENERGY CORP | $14.7B |
NRANRG ENERGY INC | $14.6B |
DKDELEK US HLDGS INC NEW | $14.2B |
VLOVALERO ENERGY CORP | $14.2B |
KRPKIMBELL RTY PARTNERS LP | $14.1B |
DARDARLING INGREDIENTS INC | $13.8B |
TXNMPNM RES INC | $13.5B |
OVVOVINTIV INC | $12.7B |
BPBP PLC | $12.7B |
UGIUGI CORP NEW | $12.7B |
EVRGEVERGY INC | $12.6B |
ETRENTERGY CORP NEW | $12.5B |
IMOIMPERIAL OIL LTD | $11.8B |
FEFIRSTENERGY CORP | $11.7B |
NEENEXTERA ENERGY INC | $11.5B |
BKRBAKER HUGHES COMPANY | $10.6B |
GTGOODYEAR TIRE & RUBR CO | $9.5B |
ARRYARRAY TECHNOLOGIES INC | $9.0B |
TRGPTARGA RES CORP | $8.6B |
GTLSCHART INDS INC | $8.6B |
AESAES CORP | $8.5B |
UNPUNION PAC CORP | $8.5B |
NINISOURCE INC | $8.3B |
XIFRNEXTERA ENERGY PARTNERS LP | $8.3B |
CPECALLON PETE CO DEL | $8.2B |
DINOHF SINCLAIR CORP | $8.1B |
LTHM1EURLIVENT CORP | $7.7B |
COPCONOCOPHILLIPS | $7.7B |
WMWASTE MGMT INC DEL | $7.6B |
SBOWEURSILVERBOW RES INC | $7.4B |
AMRCAMERESCO INC | $7.2B |
PRIMPRIMORIS SVCS CORP | $7.1B |
—BUNGE LIMITED | $6.6B |
SHWSHERWIN WILLIAMS CO | $6.4B |
K6BKBR INC | $6.3B |
CTRACOTERRA ENERGY INC | $6.1B |
SOSOUTHERN CO | $5.9B |
PPLPPL CORP | $5.8B |
OPALOPAL FUELS INC | $5.4B |
HBMHUDBAY MINERALS INC | $5.3B |
APTVAPTIV PLC | $4.9B |
CLNECLEAN ENERGY FUELS CORP | $4.9B |
SLDPSOLID POWER INC | $4.3B |
CSXCSX CORP | $4.3B |
AEEAMEREN CORP | $4.2B |
SHLSSHOALS TECHNOLOGIES GROUP IN | $4.2B |
GMGENERAL MTRS CO | $4.1B |
CRGYCRESCENT ENERGY COMPANY | $4.0B |
PAGPPLAINS GP HLDGS L P | $3.9B |
MYRGMYR GROUP INC DEL | $3.9B |
RSTEM INC | $3.7B |
PLLPIEDMONT LITHIUM INC | $3.7B |
WCCWESCO INTL INC | $3.7B |
TSTENARIS S A | $3.5B |
GPORGULFPORT ENERGY CORP | $3.1B |
PARRPAR PAC HOLDINGS INC | $2.9B |
NOVAQSUNNOVA ENERGY INTL INC. | $2.9B |
AMPSUSDALTUS POWER INC | $2.7B |
HESMHESS MIDSTREAM LP | $1.9B |
ECVTECOVYST INC | $1.8B |
GEVOGEVO INC | $1.7B |
BOOMDMC GLOBAL INC | $1.6B |
OBEOBSIDIAN ENERGY LTD | $1.4B |
CWENCLEARWAY ENERGY INC | $1.3B |
PRMPERIMETER SOLUTIONS SA | $1.2B |
GRNTGRANITE RIDGE RESOURCES INC | $1.0B |
SWXSOUTHWEST GAS HLDGS INC | $817.5M |
KNTKKINETIK HOLDINGS INC | $680.5M |
RIVNRIVIAN AUTOMOTIVE INC | $253.8M |
DO1USDDIAMOND OFFSHORE DRILLING IN | $178.1M |
NVVENUVVE HOLDING CORP | $162.6M |
AMTXAEMETIS INC | $134.1M |
FEAM5E ADVANCED MATERIALS INC | $109.1M |
LEVGQTHE LION ELECTRIC COMPANY | $105.8M |
SRSPIRE INC | $104.5M |
DTIDRILLING TOOLS INTL CORP | $40.2M |
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