Yaupon Capital Management LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$2.4T
Holdings
102
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (102 positions)
| Stock | Value |
|---|---|
CEGCONSTELLATION ENERGY CORP | $190.2M |
XELXCEL ENERGY INC | $114.8M |
HYGISHARES TR | $102.2M |
PCGPG&E CORP | $93.5M |
SPYSPDR S&P 500 ETF TR | $74.7M |
BPBP PLC | $62.1M |
EDCONSOLIDATED EDISON INC | $55.8M |
ETNEATON CORP PLC | $53.1M |
NFGNATIONAL FUEL GAS CO | $52.7M |
TRPTC ENERGY CORP | $49.1M |
PRPERMIAN RESOURCES CORP | $45.2M |
SUSUNCOR ENERGY INC NEW | $45.0M |
SHELSHELL PLC | $43.0M |
RHCRH PLC | $42.9M |
OVVOVINTIV INC | $37.8M |
EMREMERSON ELEC CO | $37.2M |
FTITECHNIPFMC PLC | $36.6M |
MTDRMATADOR RES CO | $36.3M |
CATCATERPILLAR INC | $36.3M |
HESHESS CORP | $35.9M |
NEENEXTERA ENERGY INC | $35.8M |
NEXTNEXTDECADE CORP | $35.8M |
EVRGEVERGY INC | $33.8M |
FSLRFIRST SOLAR INC | $33.6M |
CTRACOTERRA ENERGY INC | $33.3M |
TECK/BTECK RESOURCES LTD | $32.9M |
TXNMTXNM ENERGY INC | $31.4M |
MPCMARATHON PETE CORP | $31.4M |
SRESEMPRA | $27.9M |
NSCNORFOLK SOUTHN CORP | $27.9M |
NINISOURCE INC | $27.8M |
HALHALLIBURTON CO | $27.2M |
PSXPHILLIPS 66 | $26.8M |
FLRFLUOR CORP NEW | $26.4M |
PPLPPL CORP | $25.4M |
PNWPINNACLE WEST CAP CORP | $24.6M |
DUKDUKE ENERGY CORP NEW | $24.6M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $24.1M |
OKEONEOK INC NEW | $22.5M |
XOMEXXON MOBIL CORP | $21.5M |
SDRLSEADRILL 2021 LTD | $21.1M |
AEEAMEREN CORP | $20.8M |
DTMDT MIDSTREAM INC | $20.1M |
BKRBAKER HUGHES COMPANY | $19.1M |
FCXFREEPORT-MCMORAN INC | $19.0M |
CNMCORE & MAIN INC | $18.7M |
EQTEQT CORP | $18.4M |
ATOATMOS ENERGY CORP | $18.2M |
DDOMINION ENERGY INC | $16.6M |
LBLANDBRIDGE COMPANY LLC | $16.1M |
GEVGE VERNOVA INC | $15.9M |
CNXCNX RES CORP | $14.7M |
OREUROSISKO GOLD ROYALTIES LTD | $14.6M |
BWXTBWX TECHNOLOGIES INC | $14.4M |
FEFIRSTENERGY CORP | $13.5M |
XIFRNEXTERA ENERGY PARTNERS LP | $13.3M |
CRGYCRESCENT ENERGY COMPANY | $13.1M |
DTEDTE ENERGY CO | $12.9M |
TSTENARIS S A | $12.6M |
WABWABTEC | $12.2M |
DARDARLING INGREDIENTS INC | $12.0M |
HBMHUDBAY MINERALS INC | $11.8M |
FANGDIAMONDBACK ENERGY INC | $11.8M |
VRTVERTIV HOLDINGS CO | $11.4M |
VSTVISTRA CORP | $11.3M |
CIVICIVITAS RESOURCES INC | $11.0M |
GPORGULFPORT ENERGY CORP | $10.6M |
ASTLALGOMA STL GROUP INC | $10.6M |
HESMHESS MIDSTREAM LP | $10.5M |
CENXCENTURY ALUM CO | $10.3M |
MTZMASTEC INC | $10.1M |
TACTRANSALTA CORP | $10.0M |
BKVBKV CORP | $9.9M |
PPLPEMBINA PIPELINE CORP | $9.0M |
SHWSHERWIN WILLIAMS CO | $8.9M |
NFENEW FORTRESS ENERGY INC | $8.6M |
GFLGFL ENVIRONMENTAL INC | $7.8M |
SOBOSOUTH BOW CORP | $7.8M |
PARRPAR PAC HOLDINGS INC | $7.0M |
TBNTAMBORAN RES CORP | $6.6M |
AURAURORA INNOVATION INC | $6.5M |
—ARCADIUM LITHIUM PLC | $6.5M |
WCCWESCO INTL INC | $6.2M |
CLNECLEAN ENERGY FUELS CORP | $6.2M |
GTESGATES INDL CORP PLC | $6.1M |
FLSFLOWSERVE CORP | $6.1M |
APLDAPPLIED DIGITAL CORP | $4.3M |
HNRGHALLADOR ENERGY COMPANY | $4.0M |
EUENCORE ENERGY CORP | $3.4M |
RIOTRIOT PLATFORMS INC | $3.3M |
SAROSTANDARDAERO INC | $3.2M |
AIOTPOWERFLEET INC | $3.1M |
BTUPEABODY ENERGY CORP | $3.1M |
MIRMIRION TECHNOLOGIES INC | $3.1M |
PPTAPERPETUA RESOURCES CORP | $2.7M |
DECDIVERSIFIED ENERGY COMPANY P | $2.6M |
CDLRCADELER A S | $2.6M |
PRIMPRIMORIS SVCS CORP | $2.4M |
OPALOPAL FUELS INC | $2.4M |
WOLF*WOLFSPEED INC | $1.9M |
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