Yaupon Capital Management LP Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$2.2T

Holdings

106

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (106 positions)

#StockSharesValue% PortfolioType
101
HESMHESS MIDSTREAM LP
27,006$1.0B0.05%
102
CLNECLEAN ENERGY FUELS CORP
500,000$975.0M0.04%Call
103
CNMCORE & MAIN INC
12,212$737.0M0.03%
104
PONYPONY AI INC
39,320$519.0M0.02%
105
—HCM II ACQUISITION CORP
35,139$390.0M0.02%
106
—GSR III ACQUISITION CORP
29,388$317.1M0.01%
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