Yaupon Capital Management LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$2.6B
Holdings
104
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (104 positions)
| Stock | Value |
|---|---|
SPYSPDR S&P 500 ETF TR | $166.5M |
EOGEOG RES INC | $134.5M |
AESAES CORP | $91.5M |
BPBP PLC | $87.3M |
AWCAMERICAN WTR WKS CO INC NEW | $82.9M |
EQTEQT CORP | $80.2M |
HALHALLIBURTON CO | $73.9M |
VGVENTURE GLOBAL INC | $71.9M |
SHELSHELL PLC | $69.6M |
PRPERMIAN RESOURCES CORP | $58.0M |
CVECENOVUS ENERGY INC | $55.1M |
LNGCHENIERE ENERGY INC | $54.0M |
TRPTC ENERGY CORP | $53.1M |
DUKDUKE ENERGY CORP NEW | $51.7M |
OVVOVINTIV INC | $49.4M |
MTDRMATADOR RES CO | $48.1M |
CFCF INDS HLDGS INC | $44.9M |
VSTVISTRA CORP | $44.1M |
ETRENTERGY CORP NEW | $43.7M |
PNWPINNACLE WEST CAP CORP | $43.4M |
DTEDTE ENERGY CO | $42.2M |
FTITECHNIPFMC PLC | $41.9M |
CATCATERPILLAR INC | $39.2M |
FSLRFIRST SOLAR INC | $38.3M |
WMBWILLIAMS COS INC | $34.2M |
CNPCENTERPOINT ENERGY INC | $31.8M |
AQN.TOALGONQUIN PWR UTILS CORP | $31.6M |
HWMHOWMET AEROSPACE INC | $31.5M |
SHLSSHOALS TECHNOLOGIES GROUP IN | $31.3M |
CVXCHEVRON CORP NEW | $29.5M |
AEEAMEREN CORP | $28.3M |
TSLATESLA INC | $27.7M |
KGSKODIAK GAS SVCS INC | $26.8M |
CRCCANADIAN NAT RES LTD | $26.3M |
LNTALLIANT ENERGY CORP | $25.9M |
RIGTRANSOCEAN LTD | $25.7M |
WBIWATERBRIDGE INFRASTRUCTURE L | $25.2M |
XOPSPDR SERIES TRUST | $25.1M |
SHWSHERWIN WILLIAMS CO | $23.4M |
NEXTNEXTDECADE CORP | $22.8M |
DINOHF SINCLAIR CORP | $21.3M |
IRINGERSOLL RAND INC | $20.7M |
LGNLEGENCE CORP | $19.3M |
TACTRANSALTA CORP | $19.0M |
VLTOVERALTO CORP | $18.3M |
NSCNORFOLK SOUTHN CORP | $18.0M |
IDAIDACORP INC | $17.7M |
ESEVERSOURCE ENERGY | $17.6M |
DTMDT MIDSTREAM INC | $17.4M |
CEGCONSTELLATION ENERGY CORP | $17.1M |
ECLECOLAB INC | $16.8M |
NFGNATIONAL FUEL GAS CO | $16.5M |
SDRLSEADRILL LTD | $15.6M |
EVRGEVERGY INC | $15.3M |
SEISOLARIS ENERGY INFRAS INC | $15.2M |
PBFPBF ENERGY INC | $15.1M |
TXNMTXNM ENERGY INC | $15.0M |
VRTVERTIV HOLDINGS CO | $13.2M |
TBNTAMBORAN RES CORP | $12.7M |
CTRICENTURI HOLDINGS INC | $12.6M |
MIRMIRION TECHNOLOGIES INC | $12.2M |
HBMHUDBAY MINERALS INC | $12.0M |
NRANRG ENERGY INC | $11.2M |
TLNCUTALON CAP CORP | $10.0M |
RIORIO TINTO PLC | $9.6M |
CCOCAMECO CORP | $9.2M |
MTZMASTEC INC | $9.0M |
WULFTERAWULF INC | $8.8M |
NXTNEXTRACKER INC | $8.8M |
WWDWOODWARD INC | $8.7M |
FEFIRSTENERGY CORP | $8.7M |
VALVALARIS LTD | $8.4M |
XPROEXPRO GROUP HOLDINGS NV | $8.2M |
CHRWC H ROBINSON WORLDWIDE INC | $8.2M |
XIFRXPLR INFRASTRUCTURE LP | $7.9M |
OROR ROYALTIES INC. | $7.8M |
TALOTALOS ENERGY INC | $7.8M |
LBRTLIBERTY ENERGY INC | $7.5M |
GPORGULFPORT ENERGY CORP | $7.1M |
BKVBKV CORP | $7.1M |
NWENORTHWESTERN ENERGY GROUP IN | $6.8M |
TET1 ENERGY INC | $6.6M |
KRPKIMBELL RTY PARTNERS LP | $6.4M |
BGBUNGE GLOBAL SA | $6.0M |
CRCCALIFORNIA RES CORP | $5.3M |
SOCSABLE OFFSHORE CORP | $5.3M |
CRSCARPENTER TECHNOLOGY CORP | $5.0M |
MIGASTRATEGY INC | $4.9M |
INRINFINITY NAT RES INC | $4.9M |
BDCBELDEN INC | $4.7M |
SRSPIRE INC | $4.5M |
AGXARGAN INC | $4.4M |
CDLRCADELER A S | $3.9M |
ENPHENPHASE ENERGY INC | $3.7M |
FLSFLOWSERVE CORP | $3.3M |
CEPFCANTOR EQUITY PARTNERS IV IN | $3.1M |
ATKRATKORE INC | $2.6M |
LBLANDBRIDGE COMPANY LLC | $2.4M |
OPALOPAL FUELS INC | $1.6M |
ATDATI INC | $1.3M |
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