Yaupon Capital Management LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.2B
Holdings
106
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (106 positions)
| Stock | Value |
|---|---|
DDOMINION ENERGY INC | $70.7M |
XLUSELECT SECTOR SPDR TR | $61.2M |
HYGISHARES TR | $60.5M |
BPBP PLC | $57.2M |
SHELSHELL PLC | $56.6M |
EVRGEVERGY INC | $55.9M |
DOWDOW INC | $53.0M |
CVECENOVUS ENERGY INC | $49.8M |
AEPAMERICAN ELEC PWR CO INC | $47.5M |
EXEEXPAND ENERGY CORPORATION | $46.8M |
ETRENTERGY CORP NEW | $44.4M |
AEEAMEREN CORP | $44.2M |
ETNEATON CORP PLC | $40.9M |
NFGNATIONAL FUEL GAS CO | $40.1M |
FTITECHNIPFMC PLC | $39.3M |
EQTEQT CORP | $37.3M |
NEXTNEXTDECADE CORP | $37.1M |
OVVOVINTIV INC | $37.0M |
NINISOURCE INC | $36.7M |
PRPERMIAN RESOURCES CORP | $36.5M |
HESHESS CORP | $35.2M |
XELXCEL ENERGY INC | $34.2M |
VGVENTURE GLOBAL INC | $34.0M |
CSXCSX CORP | $33.8M |
PNWPINNACLE WEST CAP CORP | $33.3M |
DINOHF SINCLAIR CORP | $33.2M |
VSTVISTRA CORP | $32.5M |
TSLATESLA INC | $31.8M |
WMBWILLIAMS COS INC | $31.4M |
ALBALBEMARLE CORP | $31.3M |
FSLRFIRST SOLAR INC | $30.5M |
EDCONSOLIDATED EDISON INC | $30.1M |
LNGCHENIERE ENERGY INC | $29.9M |
DUKDUKE ENERGY CORP NEW | $29.4M |
LNTALLIANT ENERGY CORP | $28.6M |
DTEDTE ENERGY CO | $28.3M |
PWRQUANTA SVCS INC | $27.8M |
MTDRMATADOR RES CO | $27.4M |
AESAES CORP | $26.2M |
ADMARCHER DANIELS MIDLAND CO | $26.1M |
VRTVERTIV HOLDINGS CO | $25.7M |
PRIMPRIMORIS SVCS CORP | $25.2M |
CRCCANADIAN NAT RES LTD | $25.0M |
AQN.TOALGONQUIN PWR UTILS CORP | $24.7M |
BGBUNGE GLOBAL SA | $24.0M |
PSXPHILLIPS 66 | $23.9M |
NSCNORFOLK SOUTHN CORP | $20.7M |
PORPORTLAND GEN ELEC CO | $20.3M |
AWCAMERICAN WTR WKS CO INC NEW | $19.5M |
IDAIDACORP INC | $18.7M |
GFLGFL ENVIRONMENTAL INC | $18.2M |
SHWSHERWIN WILLIAMS CO | $18.1M |
FCXFREEPORT-MCMORAN INC | $17.4M |
NEENEXTERA ENERGY INC | $17.4M |
CTRACOTERRA ENERGY INC | $16.7M |
DTMDT MIDSTREAM INC | $16.4M |
FEFIRSTENERGY CORP | $15.9M |
CRSCARPENTER TECHNOLOGY CORP | $15.8M |
HBMHUDBAY MINERALS INC | $14.5M |
DARDARLING INGREDIENTS INC | $13.9M |
MPCMARATHON PETE CORP | $13.8M |
TACTRANSALTA CORP | $12.5M |
ATDATI INC | $11.7M |
ESEVERSOURCE ENERGY | $11.7M |
TECK/BTECK RESOURCES LTD | $10.6M |
EEEXCELERATE ENERGY INC | $9.5M |
TXNMTXNM ENERGY INC | $9.5M |
FLSFLOWSERVE CORP | $8.4M |
TLNTALEN ENERGY CORP | $8.1M |
FMCFMC CORP | $7.9M |
ECLECOLAB INC | $7.8M |
CECELANESE CORP DEL | $7.8M |
CTVACORTEVA INC | $7.8M |
ARRYARRAY TECHNOLOGIES INC | $7.7M |
GPORGULFPORT ENERGY CORP | $7.6M |
EQNREQUINOR ASA | $7.5M |
ECVTECOVYST INC | $7.4M |
DBRGDIGITALBRIDGE GROUP INC | $7.1M |
TBNTAMBORAN RES CORP | $6.7M |
SEI 4.75 05/01/30SOLARIS ENERGY INFRAS INC | $6.7M |
INRINFINITY NAT RES INC | $6.6M |
KRPKIMBELL RTY PARTNERS LP | $6.3M |
NWENORTHWESTERN ENERGY GROUP IN | $6.3M |
XIFRXPLR INFRASTRUCTURE LP | $6.1M |
MIGAMICROSTRATEGY INC | $5.9M |
CCCHEMOURS CO | $5.7M |
BKVBKV CORP | $5.3M |
TPLTEXAS PACIFIC LAND CORPORATI | $5.3M |
TALOTALOS ENERGY INC | $5.1M |
OROR ROYALTIES INC. | $4.8M |
KNTKKINETIK HOLDINGS INC | $4.4M |
RUNSUNRUN INC | $4.1M |
HUTHUT 8 CORP | $3.7M |
SHLSSHOALS TECHNOLOGIES GROUP IN | $3.6M |
CDLRCADELER A S | $3.6M |
PPTAPERPETUA RESOURCES CORP | $2.4M |
WTRGESSENTIAL UTILS INC | $1.9M |
CORZCORE SCIENTIFIC INC NEW | $1.8M |
OPALOPAL FUELS INC | $1.7M |
K6BKBR INC | $1.5M |
Page 1 of 2Next