Yaupon Capital Management LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$2.8B
Holdings
106
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (106 positions)
| Stock | Value |
|---|---|
HYGISHARES TR | $165.3M |
SPYSPDR S&P 500 ETF TR | $129.6M |
EQTEQT CORP | $110.5M |
NFGNATIONAL FUEL GAS CO | $88.5M |
BPBP PLC | $77.5M |
CVECENOVUS ENERGY INC | $73.5M |
PSXPHILLIPS 66 | $66.1M |
OVVOVINTIV INC | $65.9M |
RHCRH PLC | $63.1M |
TRPTC ENERGY CORP | $62.9M |
AESAES CORP | $62.5M |
CTRACOTERRA ENERGY INC | $62.4M |
PRPERMIAN RESOURCES CORP | $57.3M |
CSXCSX CORP | $56.5M |
DUKDUKE ENERGY CORP NEW | $52.0M |
NINISOURCE INC | $49.8M |
SHELSHELL PLC | $49.1M |
ETNEATON CORP PLC | $48.6M |
AWCAMERICAN WTR WKS CO INC NEW | $45.6M |
PNWPINNACLE WEST CAP CORP | $45.4M |
WMBWILLIAMS COS INC | $44.5M |
AEEAMEREN CORP | $43.4M |
PWRQUANTA SVCS INC | $42.2M |
FTITECHNIPFMC PLC | $42.0M |
DTEDTE ENERGY CO | $37.5M |
FSLRFIRST SOLAR INC | $36.6M |
ROKROCKWELL AUTOMATION INC | $36.5M |
NUENUCOR CORP | $35.4M |
CNPCENTERPOINT ENERGY INC | $31.1M |
MTDRMATADOR RES CO | $30.8M |
TRGPTARGA RES CORP | $29.9M |
NEXTNEXTDECADE CORP | $27.6M |
XELXCEL ENERGY INC | $27.3M |
MTZMASTEC INC | $25.4M |
ETRENTERGY CORP NEW | $24.9M |
HUTHUT 8 CORP | $24.6M |
KGSKODIAK GAS SVCS INC | $24.2M |
CHRWC H ROBINSON WORLDWIDE INC | $23.7M |
MDUMDU RES GROUP INC | $23.4M |
WWDWOODWARD INC | $23.0M |
CFCF INDS HLDGS INC | $22.7M |
BBARRICK MNG CORP | $21.6M |
HBMHUDBAY MINERALS INC | $20.9M |
WFRDWEATHERFORD INTL PLC | $20.9M |
XMESPDR SERIES TRUST | $20.7M |
BKVBKV CORP | $20.4M |
PBFPBF ENERGY INC | $19.9M |
ONON SEMICONDUCTOR CORP | $19.1M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $18.9M |
HALHALLIBURTON CO | $18.9M |
CWSTCASELLA WASTE SYS INC | $18.9M |
CCOCAMECO CORP | $18.8M |
LLOEWS CORP | $18.6M |
TECK/BTECK RESOURCES LTD | $17.3M |
LGNLEGENCE CORP | $17.2M |
COHRCOHERENT CORP | $16.5M |
DOWDOW INC | $16.4M |
TACTRANSALTA CORP | $16.3M |
TXNMTXNM ENERGY INC | $15.3M |
EVRGEVERGY INC | $15.2M |
KBONUKARBON CAP PARTNERS CORP | $14.8M |
CATCATERPILLAR INC | $14.7M |
KRSPRICE ACQUISITION CORP 3 | $14.6M |
SOLSSOLSTICE ADVANCED MATLS INC | $14.1M |
TBNTAMBORAN RES CORP | $14.0M |
VGVENTURE GLOBAL INC | $13.8M |
SHLSSHOALS TECHNOLOGIES GROUP IN | $13.3M |
OGEOGE ENERGY CORP | $12.8M |
RIORIO TINTO PLC | $12.2M |
XIFRXPLR INFRASTRUCTURE LP | $11.2M |
ALUBALUSSA ENERGY ACQUISITION CO | $11.1M |
DINOHF SINCLAIR CORP | $11.0M |
TLNCUTALON CAP CORP | $10.3M |
WBIWATERBRIDGE INFRASTRUCTURE L | $9.9M |
PTENPATTERSON-UTI ENERGY INC | $9.9M |
BKHBLACK HILLS CORP | $9.6M |
IDAIDACORP INC | $8.9M |
TSLATESLA INC | $8.8M |
NSCNORFOLK SOUTHN CORP | $8.8M |
WOLFWOLFSPEED INC | $7.8M |
OROR ROYALTIES INC. | $7.3M |
CWEN/ACLEARWAY ENERGY INC | $7.2M |
INRINFINITY NAT RES INC | $6.9M |
NWENORTHWESTERN ENERGY GROUP IN | $6.5M |
KRPKIMBELL RTY PARTNERS LP | $5.8M |
WMSADVANCED DRAIN SYS INC DEL | $5.8M |
KNTKKINETIK HOLDINGS INC | $5.7M |
AQN.TOALGONQUIN PWR UTILS CORP | $5.3M |
METC 0 11/01/31RAMACO RES INC | $5.1M |
HEHAWAIIAN ELEC INDUSTRIES | $5.1M |
HTOH2O AMERICA | $4.9M |
PPTAPERPETUA RESOURCES CORP | $4.6M |
SOCSABLE OFFSHORE CORP | $4.1M |
CEPFCANTOR EQUITY PARTNERS IV IN | $3.2M |
FTAIFTAI AVIATION LTD | $2.8M |
LBLANDBRIDGE COMPANY LLC | $2.5M |
AEVAAEVA TECHNOLOGIES INC | $2.3M |
TALOTALOS ENERGY INC | $2.2M |
AURAURORA INNOVATION INC | $1.9M |
OPALOPAL FUELS INC | $1.8M |
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