Yaupon Capital Management LP Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$96.7B

Holdings

20

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (20 positions)

#StockSharesValue% PortfolioType
1
OWLBLUE OWL CAPITAL INC
1,025,984$11K0.00%
2
FLT1EURFLEETCOR TECHNOLOGIES INC
44,346$11K0.00%
3
GOGOGOGO INC
577,500$9K0.00%
4
WSCWILLSCOT MOBIL MINI HLDNG CO
158,087$7K0.00%
5
THTARGET HOSPITALITY CORP
403,000$5K0.00%
6
AMZNAMAZON COM INC
43,460$5K0.00%
7
DLODLOCAL LTD
442,509$5K0.00%
8
NOWSERVICENOW INC
8,028$4K0.00%
9
T7DTRANSDIGM GROUP INC
5,191$4K0.00%
10
ATKRATKORE INC
29,071$4K0.00%
11
GENGEN DIGITAL INC
249,008$4K0.00%
12
LGF/BEURLIONS GATE ENTMNT CORP
436,344$3K0.00%
13
HGVHILTON GRAND VACATIONS INC
75,000$3K0.00%
14
OBDCOWL ROCK CAPITAL CORPORATION
215,000$2K0.00%
15
TBLATABOOLA.COM LTD
750,000$2K0.00%
16
GAMBGAMBLING COM GROUP LIMITED
245,981$2K0.00%
17
VACMARRIOTT VACATIONS WORLDWIDE
23,834$2K0.00%
18
NRPNATURAL RESOURCE PARTNERS L
25,600$1K0.00%
19
OPALOPAL FUELS INC
263,564$1K0.00%
20
ZIPZIPRECRUITER INC
24,337$00.00%