Yaupon Capital Management LP

13F filer · CIK 0001755028

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$5.08BU.S. long equity reported on 13F

Positions10646 new · 23 closed

Net flow last quarter+$937MBuys minus sells

Top 10 positions weight16.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026106 positions
NFGNational Fuel Gas Co	$120M	2.37%	1.64%	+49.5%	Q3 2020
DVNDevon Energy Corp	$86.9M	1.71%	0.34%	Not reported	Q1 2021
NINisource Inc.	$83.2M	1.64%	0.36%	+40.8%	Q1 2021
OVVOvintiv Inc.	$81.1M	1.60%	0.56%	+40.5%	Q3 2021
WMBWilliams Companies, Inc.	$80.9M	1.59%	0.09%	+126.2%	Q1 2020
BKVBKV Corp	$75.8M	1.49%	2.53%	+35.7%	Q3 2024
VSTVistra Corp.	$74.6M	1.47%	0.14%	+4.2%	Q1 2019
TLNTalen Energy Corp	$74.4M	1.47%	0.40%	+144.6%	Q2 2025
CVECenovus Energy Inc.	$71.7M	1.41%	0.15%	+1.1%	Q3 2019
ETREntergy Corp	$70.7M	1.39%	0.13%	+224.9%	Q2 2019
FSLRFirst Solar, Inc.	$64.3M	1.27%	0.25%	Not reported	Q2 2023
PRPermian Resources Corp	$62M	1.22%	0.40%	+11.4%	Q1 2023
PEGPublic Service Enterprise Group Inc	$57.3M	1.13%	0.14%	+6.1%	Q1 2020
DUKDuke Energy CORP	$56.9M	1.12%	0.06%	+33.1%	Q2 2021
AEPAmerican Electric Power Co Inc	$56.4M	1.11%	0.08%	Not reported	Q1 2025
FPSForgent Power Solutions, Inc.	$55.9M	1.10%	Not reported	+150.0%	Q1 2026
LGNLegence Corp.	$53.5M	1.05%	Not reported	Not reported	Q3 2025
HTOH2o America	$51.8M	1.02%	2.04%	-4.9%	Q4 2018
KNTKKinetik Holdings Inc.	$48.4M	0.95%	0.76%	Not reported	Q4 2020
DTEDte Energy Co	$45.4M	0.89%	0.14%	+16.6%	Q4 2019
DINOHF Sinclair Corp	$44.6M	0.88%	0.35%	+9475.0%	Q2 2023
AWKAmerican Water Works Company, Inc.	$43.9M	0.86%	0.17%	+4.9%	Q2 2021
FCXFreeport-Mcmoran Inc	$43.5M	0.86%	0.05%	Not reported	Q1 2023
CSXCSX Corp	$43.2M	0.85%	0.05%	-32.8%	Q1 2023
FDXFFedEx Freight Holding Company, Inc.	$41.9M	0.82%	0.19%	New	Q2 2026
ARANTERO RESOURCES Corp	$41.6M	0.82%	0.38%	Not reported	Q3 2019
NBISNebius Group N.V.	$40.5M	0.80%	0.06%	New	Q2 2026
RRXRegal Rexnord Corp	$38.9M	0.77%	0.25%	New	Q2 2026
LNGCheniere Energy, Inc.	$38.3M	0.75%	0.08%	Not reported	Q4 2018
DTMDT Midstream, Inc.	$37.9M	0.75%	0.25%	+38.1%	Q3 2021
HUTHut 8 Corp.	$37.9M	0.75%	0.27%	-63.8%	Q2 2021
EQTEQT Corp	$37.7M	0.74%	0.11%	+53.9%	Q4 2018
NSCNorfolk Southern Corp	$37.6M	0.74%	0.05%	Not reported	Q3 2024
STMSTMicroelectronics N.V.	$37.1M	0.73%	0.06%	New	Q2 2026
TRGPTarga Resources Corp.	$36.8M	0.73%	0.06%	+5.0%	Q4 2018
PRIMPrimoris Services Corp	$36.4M	0.72%	0.68%	Not reported	Q1 2023
ATIAti Inc	$35.5M	0.70%	0.13%	Not reported	Q2 2025
CMICummins Inc	$34.9M	0.69%	0.04%	New	Q2 2026
BPBP PLC	$34.8M	0.69%	Not reported	-0.6%	Q1 2023
BKHBlack Hills Corp	$34.1M	0.67%	0.60%	+85.9%	Q4 2020
PAGPPlains GP Holdings LP	$32.9M	0.65%	0.68%	+74.1%	Q4 2019
AEEAmeren Corp	$32.1M	0.63%	0.10%	-29.5%	Q1 2022
DPCDPC Holdings PLC	$30M	0.59%	0.41%	New	Q2 2026
UNPUnion Pacific Corp	$29.4M	0.58%	0.02%	Not reported	Q3 2023
TACTransalta Corp	$28.6M	0.56%	0.70%	+15.5%	Q4 2021
DEDeere & Co	$28M	0.55%	0.02%	New	Q2 2026
CIFRCipher Digital Inc.	$26.7M	0.53%	0.26%	New	Q2 2026
VLOValero Energy Corp	$26.3M	0.52%	0.03%	Not reported	Q4 2023
MWHSOLV Energy, Inc.	$25.5M	0.50%	Not reported	+3.5%	Q1 2026
VNOMViper Energy, Inc.	$23.5M	0.46%	Not reported	+16.4%	Q4 2023

Q1 2026Reported May 15, 202683 positions
NFGNational Fuel Gas Co	$98M	3.06%	1.10%	-5.7%	Q3 2020
CTRACentra Software Inc	$95.3M	2.97%	Not reported	+14.4%	Q3 2023
CVECenovus Energy Inc.	$75.9M	2.37%	0.15%	-34.2%	Q3 2019
VSTVistra Corp.	$67.9M	2.12%	0.13%	Not reported	Q1 2019
OVVOvintiv Inc.	$65.1M	2.03%	0.39%	-34.8%	Q3 2021
PRPermian Resources Corp	$64.4M	2.01%	0.40%	-26.0%	Q1 2023
BKVBKV Corp	$58.2M	1.82%	1.87%	+172.1%	Q3 2024
NINisource Inc.	$58M	1.81%	0.26%	+4.2%	Q1 2021
CSXCSX Corp	$55.5M	1.73%	0.07%	-13.3%	Q1 2023
PEGPublic Service Enterprise Group Inc	$53.9M	1.68%	0.13%	+183.0%	Q1 2020
HTOH2o America	$52.5M	1.64%	2.14%	+796.5%	Q4 2018
BPBP PLC	$44.6M	1.39%	Not reported	-57.5%	Q1 2023
AEEAmeren Corp	$44.3M	1.38%	0.15%	-7.3%	Q1 2022
DUKDuke Energy CORP	$44.2M	1.38%	0.04%	-23.9%	Q2 2021
AWKAmerican Water Works Company, Inc.	$43.3M	1.35%	0.16%	-9.0%	Q2 2021
TRPTC Energy Corp	$43.2M	1.35%	Not reported	-39.6%	Q2 2020
HUTHut 8 Corp.	$42.5M	1.33%	0.81%	+68.9%	Q2 2021
SHELShell plc	$38.3M	1.20%	0.01%	-38.4%	Q1 2022
DTEDte Energy Co	$37.4M	1.17%	0.12%	-12.1%	Q4 2019
CMSCMS Energy Corp	$35.1M	1.10%	0.15%	Not reported	Q3 2023
WMBWilliams Companies, Inc.	$35M	1.09%	0.04%	-35.1%	Q1 2020
AESAes Corp	$33.8M	1.05%	0.34%	-45.0%	Q3 2021
TRGPTarga Resources Corp.	$32.8M	1.02%	0.06%	-19.3%	Q4 2018
PNWPinnacle West Capital Corp	$30.7M	0.96%	0.25%	-40.4%	Q2 2023
EQTEQT Corp	$29.3M	0.92%	0.07%	-22.6%	Q4 2018
CNPCenterpoint Energy Inc	$28.4M	0.89%	0.10%	-19.0%	Q4 2018
COHRCoherent Corp.	$27.8M	0.87%	0.06%	+31.0%	Q4 2025
COPConocophillips	$27.7M	0.87%	0.02%	Not reported	Q3 2023
TBNTamboran Resources Corp	$26.8M	0.84%	2.36%	+3.8%	Q2 2024
TLNTalen Energy Corp	$25.3M	0.79%	0.17%	Not reported	Q2 2025
DTMDT Midstream, Inc.	$25.2M	0.79%	0.18%	Not reported	Q3 2021
MTDRMatador Resources Co	$24.6M	0.77%	0.31%	-46.3%	Q1 2022
FTITechnipFMC plc	$23.8M	0.74%	0.09%	-63.5%	Q4 2023
TACTransalta Corp	$23.5M	0.73%	0.60%	+38.6%	Q4 2021
LYBLyondellBasell Industries N.V.	$22.7M	0.71%	0.09%	New	Q1 2026
XIFRXPLR Infrastructure, LP	$22.7M	0.71%	2.26%	+91.3%	Q1 2019
VNOMViper Energy, Inc.	$22.4M	0.70%	Not reported	Not reported	Q4 2023
KEXKirby Corp	$22M	0.69%	0.31%	Not reported	Q3 2022
MWHSOLV Energy, Inc.	$21.8M	0.68%	Not reported	New	Q1 2026
ETREntergy Corp	$21.3M	0.66%	0.04%	-29.8%	Q2 2019
BBarrick Mining Corp	$19.2M	0.60%	0.03%	-5.4%	Q4 2025
PAGPPlains GP Holdings LP	$18.9M	0.59%	0.39%	Not reported	Q4 2019
BKHBlack Hills Corp	$17.1M	0.53%	0.33%	+77.5%	Q4 2020
IDAIdacorp Inc	$16.1M	0.50%	0.21%	+59.8%	Q2 2025
LITELumentum Holdings Inc.	$15.6M	0.49%	0.03%	New	Q1 2026
OGEOge Energy Corp.	$15.3M	0.48%	0.15%	+6.4%	Q2 2021
KBONKarbon Capital Partners Corp.	$14.8M	0.46%	165.17%	New	Q1 2026
KRSPRice Acquisition Corp 3	$14.7M	0.46%	Not reported	Not reported	Q4 2025
HBMHudbay Minerals Inc.	$13.6M	0.43%	0.16%	-38.0%	Q1 2023
WLKWestlake Corp	$12.5M	0.39%	0.08%	Not reported	Q2 2022

Q4 2025Reported Feb 17, 202687 positions
NFGNational Fuel Gas Co	$88.5M	3.20%	1.16%	+521.0%	Q3 2020
BPBP PLC	$77.5M	2.80%	Not reported	-11.9%	Q1 2023
CVECenovus Energy Inc.	$73.5M	2.66%	0.23%	+34.1%	Q3 2019
OVVOvintiv Inc.	$65.9M	2.38%	0.66%	+37.4%	Q3 2021
CRHCRH Public Ltd Co	$63.1M	2.28%	0.08%	Not reported	Q4 2024
TRPTC Energy Corp	$62.9M	2.28%	Not reported	+17.0%	Q2 2020
AESAes Corp	$62.5M	2.26%	0.61%	-0.1%	Q3 2021
CTRACentra Software Inc	$62.4M	2.25%	Not reported	Not reported	Q3 2023
PRPermian Resources Corp	$57.3M	2.07%	0.54%	+16.7%	Q1 2023
CSXCSX Corp	$56.5M	2.04%	0.08%	Not reported	Q1 2023
DUKDuke Energy CORP	$52M	1.88%	0.06%	+6.3%	Q2 2021
NINisource Inc.	$49.8M	1.80%	0.25%	Not reported	Q1 2021
SHELShell plc	$49.1M	1.78%	0.01%	-31.3%	Q1 2022
AWKAmerican Water Works Company, Inc.	$45.6M	1.65%	0.18%	-41.3%	Q2 2021
PNWPinnacle West Capital Corp	$45.4M	1.64%	0.43%	+5.8%	Q2 2023
WMBWilliams Companies, Inc.	$44.5M	1.61%	0.06%	+37.1%	Q1 2020
AEEAmeren Corp	$43.4M	1.57%	0.16%	+60.4%	Q1 2022
FTITechnipFMC plc	$42M	1.52%	0.24%	-11.2%	Q4 2023
DTEDte Energy Co	$37.5M	1.36%	0.14%	-2.5%	Q4 2019
ROKRockwell Automation, Inc	$36.5M	1.32%	0.08%	New	Q4 2025
NUENucor Corp	$35.4M	1.28%	0.09%	New	Q4 2025
EQTEQT Corp	$31.9M	1.15%	0.10%	-38.8%	Q4 2018
CNPCenterpoint Energy Inc	$31.1M	1.13%	0.12%	-0.8%	Q4 2018
MTDRMatador Resources Co	$30.8M	1.11%	0.58%	-32.2%	Q1 2022
TRGPTarga Resources Corp.	$29.9M	1.08%	0.08%	Not reported	Q4 2018
MTZMastec Inc	$25.4M	0.92%	0.15%	+176.7%	Q3 2022
ETREntergy Corp	$25M	0.90%	0.06%	-42.5%	Q2 2019
HUTHut 8 Corp.	$24.6M	0.89%	0.49%	Not reported	Q2 2021
KGSKodiak Gas Services, Inc.	$24.2M	0.87%	0.75%	-10.9%	Q2 2023
CHRWC. H. Robinson Worldwide, Inc.	$23.7M	0.86%	0.12%	+139.3%	Q3 2025
MDUMdu Resources Group Inc	$23.4M	0.85%	0.59%	Not reported	Q3 2022
WWDWoodward, Inc.	$23M	0.83%	0.13%	+120.4%	Q3 2025
BBarrick Mining Corp	$21.6M	0.78%	0.03%	New	Q4 2025
HBMHudbay Minerals Inc.	$20.9M	0.75%	0.27%	+33.0%	Q1 2023
WFRDWeatherford International plc	$20.9M	0.75%	0.37%	Not reported	Q3 2022
BKVBKV Corp	$20.4M	0.74%	0.77%	+144.3%	Q3 2024
ONOn Semiconductor Corp	$19.1M	0.69%	0.09%	New	Q4 2025
PEGPublic Service Enterprise Group Inc	$18.9M	0.68%	0.05%	Not reported	Q1 2020
HALHalliburton Co	$18.9M	0.68%	0.08%	-36.8%	Q1 2019
CWSTCasella Waste Systems Inc	$18.9M	0.68%	Not reported	New	Q4 2025
LLoews Corp	$18.6M	0.67%	0.09%	New	Q4 2025
TECKTeck Resources Ltd	$17.3M	0.62%	Not reported	Not reported	Q4 2021
LGNLegence Corp.	$17.2M	0.62%	Not reported	-36.0%	Q3 2025
COHRCoherent Corp.	$16.5M	0.60%	0.06%	New	Q4 2025
TACTransalta Corp	$16.3M	0.59%	0.44%	-7.4%	Q4 2021
TXNMTXNM Energy Inc	$15.3M	0.55%	0.24%	+5.6%	Q4 2021
EVRGEvergy, Inc.	$15.2M	0.55%	0.09%	+4.1%	Q1 2020
KBONUKarbon Capital Partners Corp.	$14.8M	0.54%	Not reported	New	Q4 2025
CATCaterpillar Inc	$14.7M	0.53%	0.01%	-68.8%	Q3 2025
KRSPRice Acquisition Corp 3	$14.6M	0.53%	Not reported	New	Q4 2025

Q3 2025Reported Nov 14, 202592 positions
BPBP PLC	$87.3M	3.34%	Not reported	+32.5%	Q1 2023
AWKAmerican Water Works Company, Inc.	$82.9M	3.17%	0.31%	+323.6%	Q2 2021
SHELShell plc	$69.6M	2.66%	0.02%	+21.0%	Q1 2022
AESAes Corp	$57.4M	2.20%	0.61%	+338.3%	Q3 2021
CVECenovus Energy Inc.	$55.1M	2.11%	0.18%	+21.9%	Q3 2019
LNGCheniere Energy, Inc.	$54M	2.07%	0.10%	+87.1%	Q4 2018
TRPTC Energy Corp	$53.1M	2.03%	Not reported	Not reported	Q2 2020
EQTEQT Corp	$53M	2.03%	0.16%	+52.2%	Q4 2018
DUKDuke Energy CORP	$51.7M	1.98%	0.05%	+67.9%	Q2 2021
OVVOvintiv Inc.	$49.4M	1.89%	0.48%	+25.7%	Q3 2021
MTDRMatador Resources Co	$48.1M	1.84%	0.86%	+86.4%	Q1 2022
PRPermian Resources Corp	$44.8M	1.71%	0.44%	+30.5%	Q1 2023
VSTVistra Corp.	$44.1M	1.69%	0.07%	+231.5%	Q1 2019
ETREntergy Corp	$43.7M	1.67%	0.11%	-12.2%	Q2 2019
PNWPinnacle West Capital Corp	$43.4M	1.66%	0.41%	+30.0%	Q2 2023
DTEDte Energy Co	$42.2M	1.61%	0.14%	+39.4%	Q4 2019
FTITechnipFMC plc	$41.9M	1.60%	0.26%	-7.0%	Q4 2023
CATCaterpillar Inc	$39.2M	1.50%	0.02%	New	Q3 2025
FSLRFirst Solar, Inc.	$38.3M	1.46%	0.16%	+105.7%	Q2 2023
WMBWilliams Companies, Inc.	$34.2M	1.31%	0.04%	Not reported	Q1 2020
CNPCenterpoint Energy Inc	$31.8M	1.22%	0.13%	Not reported	Q4 2018
AQNAlgonquin Power & Utilities Corp.	$31.6M	1.21%	0.77%	+36.7%	Q4 2022
HWMHowmet Aerospace Inc.	$31.5M	1.20%	0.04%	New	Q3 2025
CVXChevron Corp	$29.5M	1.13%	0.01%	Not reported	Q4 2023
AEEAmeren Corp	$28.3M	1.08%	0.10%	-41.1%	Q1 2022
KGSKodiak Gas Services, Inc.	$26.8M	1.03%	0.84%	Not reported	Q2 2023
CNQCANADIAN NATURAL RESOURCES Ltd	$26.3M	1.01%	0.04%	+3.6%	Q1 2025
HALHalliburton Co	$26M	1.00%	0.12%	Not reported	Q1 2019
LNTAlliant Energy Corp	$25.9M	0.99%	0.15%	-18.8%	Q4 2018
RIGTransocean Ltd.	$25.7M	0.98%	0.75%	Not reported	Q1 2019
WBIWaterBridge Infrastructure LLC	$25.2M	0.96%	Not reported	New	Q3 2025
SHLSShoals Technologies Group, Inc.	$23.9M	0.91%	Not reported	+279.8%	Q4 2022
SHWSherwin Williams Co	$23.4M	0.90%	0.03%	+28.4%	Q1 2023
NEXTNextDecade Corp	$22.8M	0.87%	1.27%	-8.6%	Q4 2021
DINOHF Sinclair Corp	$21.3M	0.81%	0.22%	Not reported	Q2 2023
LGNLegence Corp.	$19.3M	0.74%	Not reported	New	Q3 2025
TACTransalta Corp	$19M	0.73%	0.47%	+20.1%	Q4 2021
VLTOVeralto Corp	$18.3M	0.70%	0.07%	New	Q3 2025
NSCNorfolk Southern Corp	$18M	0.69%	0.03%	-25.7%	Q3 2024
IDAIdacorp Inc	$17.7M	0.68%	0.25%	-17.3%	Q2 2025
ESEversource Energy	$17.6M	0.68%	0.07%	+35.2%	Q2 2019
DTMDT Midstream, Inc.	$17.4M	0.67%	0.15%	+3.6%	Q3 2021
CEGConstellation Energy Corp	$17.1M	0.65%	0.02%	Not reported	Q4 2022
ECLEcolab Inc.	$16.8M	0.64%	0.02%	+111.2%	Q2 2025
NFGNational Fuel Gas Co	$16.5M	0.63%	0.20%	-62.3%	Q3 2020
SDRLSEADRILL Ltd	$15.6M	0.60%	0.83%	Not reported	Q2 2024
EVRGEvergy, Inc.	$15.3M	0.59%	0.09%	-75.1%	Q1 2020
TXNMTXNM Energy Inc	$13.9M	0.53%	0.23%	+64.1%	Q4 2021
VRTVertiv Holdings Co	$13.2M	0.50%	0.02%	New	Q3 2025
TBNTamboran Resources Corp	$12.7M	0.49%	2.61%	+47.5%	Q2 2024

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