Funds › Yaupon Capital Management LP
Yaupon Capital Management LP
13F for Q2 2026, filed Aug 14, 2026. 109 positions worth $5.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$5.1B
+$1.9B (58.5%) vs Q1 2026
Positions
109
87 in Q1 2026
Top 10 share
16.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NFG National Fuel Gas Company | 1.56M | $120.4M | 2.4% | +49.5% | 13F ↗ |
| 2 | DVN Devon Energy Corporation | 2.10M | $86.9M | 1.7% | New | 13F ↗ |
| 3 | NI NiSource Inc | 1.75M | $83.2M | 1.6% | +40.8% | 13F ↗ |
| 4 | OVV Ovintiv Inc. | 1.54M | $81.1M | 1.6% | +40.5% | 13F ↗ |
| 5 | WMB Williams Companies, Inc. | 1.09M | $80.9M | 1.6% | +126% | 13F ↗ |
| 6 | BKV BKV Corporation | 2.77M | $75.8M | 1.5% | +35.7% | 13F ↗ |
| 7 | VST Vistra Corp. | 470,483 | $74.6M | 1.5% | +4.2% | 13F ↗ |
| 8 | TLN Talen Energy Corporation | 193,647 | $74.4M | 1.5% | +145% | 13F ↗ |
| 9 | CVE Cenovus Energy Inc | 2.89M | $71.7M | 1.4% | +1.1% | 13F ↗ |
| 10 | ETR Entergy Corporation | 615,956 | $70.7M | 1.4% | +225% | 13F ↗ |
| 11 | FSLR First Solar, Inc. | 272,379 | $64.3M | 1.3% | New | 13F ↗ |
| 12 | PR Permian Resources Corporation | 3.37M | $62.0M | 1.2% | +11.4% | 13F ↗ |
| 13 | PEG Public Service Enterprise Group Incorporated | 706,023 | $57.3M | 1.1% | +6.0% | 13F ↗ |
| 14 | DUK Duke Energy Corporation | 449,340 | $56.9M | 1.1% | +33.0% | 13F ↗ |
| 15 | AEP American Electric Power Company, Inc. | 412,431 | $56.4M | 1.1% | New | 13F ↗ |
| 16 | FPS Forgent Power Solutions, Inc. | 1.00M | $55.9M | 1.1% | +150% | 13F ↗ |
| 17 | LGN Legence Corp. | 627,256 | $53.5M | 1.1% | New | 13F ↗ |
| 18 | HTO H2O America | 851,846 | $51.8M | 1.0% | -4.9% | 13F ↗ |
| 19 | KNTK Kinetik Holdings Inc. | 1.00M | $48.4M | 1.0% | New | 13F ↗ |
| 20 | DTE DTE Energy Company | 297,977 | $45.4M | 0.9% | +16.6% | 13F ↗ |
| 21 | DINO HF Sinclair Corporation | 639,708 | $44.6M | 0.9% | +9475% | 13F ↗ |
| 22 | AWK American Water Works Company, Inc. | 333,442 | $43.9M | 0.9% | +4.9% | 13F ↗ |
| 23 | FCX Freeport-McMoRan, Inc. | 691,546 | $43.5M | 0.9% | New | 13F ↗ |
| 24 | CSX CSX Corporation | 908,799 | $43.2M | 0.9% | -32.8% | 13F ↗ |
| 25 | FDXF FedEx Freight Holding Company, Inc. | 277,234 | $41.9M | 0.8% | New | 13F ↗ |
| 26 | AR Antero Resources Corporation | 1.18M | $41.6M | 0.8% | New | 13F ↗ |
| 27 | NBIS Nebius Group N.V. | 146,543 | $40.5M | 0.8% | New | 13F ↗ |
| 28 | RRX Regal Rexnord Corporation | 163,233 | $38.9M | 0.8% | New | 13F ↗ |
| 29 | LNG Cheniere Energy, Inc. | 160,123 | $38.3M | 0.8% | New | 13F ↗ |
| 30 | DTM DT Midstream, Inc. | 258,344 | $37.9M | 0.7% | +38.1% | 13F ↗ |
| 31 | HUT Hut 8 Corp. | 328,319 | $37.9M | 0.7% | -63.8% | 13F ↗ |
| 32 | EQT EQT Corporation | 709,535 | $37.7M | 0.7% | +53.9% | 13F ↗ |
| 33 | NSC Norfolk Southern Corporation | 119,479 | $37.6M | 0.7% | New | 13F ↗ |
| 34 | STM STMicroelectronics N.V. | 495,223 | $37.1M | 0.7% | New | 13F ↗ |
| 35 | TRGP Targa Resources, Inc. | 137,392 | $36.8M | 0.7% | +5.0% | 13F ↗ |
| 36 | PRIM Primoris Services Corporation | 366,972 | $36.4M | 0.7% | New | 13F ↗ |
| 37 | ATI ATI Inc. | 180,204 | $35.5M | 0.7% | New | 13F ↗ |
| 38 | CMI Cummins Inc. · Equities | 48,996 | $34.9M | 0.7% | New | 13F ↗ |
| 39 | BP BP p.l.c. · ADR | 942,850 | $34.8M | 0.7% | -0.6% | 13F ↗ |
| 40 | BKH Black Hills Corporation | 458,430 | $34.1M | 0.7% | +85.9% | 13F ↗ |
| 41 | PAGP Plains GP Holdings, L.P. · Ltd Partnr Int A | 1.35M | $32.9M | 0.6% | +74.1% | 13F ↗ |
| 42 | AEE Ameren Corporation | 284,065 | $32.1M | 0.6% | -29.5% | 13F ↗ |
| 43 | DPC DPC Holdings PLC | 619,542 | $30.0M | 0.6% | New | 13F ↗ |
| 44 | UNP Union Pacific Corporation | 108,219 | $29.4M | 0.6% | New | 13F ↗ |
| 45 | TAC TransAlta Corporation | 2.07M | $28.6M | 0.6% | +15.5% | 13F ↗ |
| 46 | DE Deere & Company | 44,193 | $28.0M | 0.6% | New | 13F ↗ |
| 47 | CIFR Cipher Digital Inc. | 1.09M | $26.7M | 0.5% | New | 13F ↗ |
| 48 | VLO Valero Energy Corporation | 101,156 | $26.3M | 0.5% | New | 13F ↗ |
| 49 | MWH SOLV Energy, Inc. | 750,000 | $25.5M | 0.5% | +3.4% | 13F ↗ |
| 50 | VNOM Viper Energy, Inc. | 555,319 | $23.5M | 0.5% | +16.4% | 13F ↗ |
Showing the top 50 of 109 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
46 new, 36 added to, 13 trimmed, 24 exited, 14 unchanged. By estimated dollars.
New positions (46)
| DVN Devon Energy Corporation | 2.10M | New | $86.9M |
| FSLR First Solar, Inc. | 272,379 | New | $64.3M |
| AEP American Electric Power Company, Inc. | 412,431 | New | $56.4M |
| LGN Legence Corp. | 627,256 | New | $53.5M |
| KNTK Kinetik Holdings Inc. | 1.00M | New | $48.4M |
| FCX Freeport-McMoRan, Inc. | 691,546 | New | $43.5M |
| FDXF FedEx Freight Holding Company, Inc. | 277,234 | New | $41.9M |
| AR Antero Resources Corporation | 1.18M | New | $41.6M |
| NBIS Nebius Group N.V. | 146,543 | New | $40.5M |
| RRX Regal Rexnord Corporation | 163,233 | New | $38.9M |
Added to (36)
| ETR Entergy Corporation | 615,956 | +225% | $49.0M |
| WMB Williams Companies, Inc. | 1.09M | +126% | $45.2M |
| DINO HF Sinclair Corporation | 639,708 | +9475% | $44.1M |
| TLN Talen Energy Corporation | 193,647 | +145% | $44.0M |
| NFG National Fuel Gas Company | 1.56M | +49.5% | $39.9M |
| FPS Forgent Power Solutions, Inc. | 1.00M | +150% | $33.5M |
| NI NiSource Inc | 1.75M | +40.8% | $24.1M |
| OVV Ovintiv Inc. | 1.54M | +40.5% | $23.4M |
| BKV BKV Corporation | 2.77M | +35.7% | $19.9M |
| BKH Black Hills Corporation | 458,430 | +85.9% | $15.8M |
Trimmed (13)
| HUT Hut 8 Corp. | 328,319 | -63.8% | -$66.7M |
| COHR Coherent Corp. | 18,140 | -84.5% | -$38.9M |
| CSX CSX Corporation | 908,799 | -32.8% | -$21.1M |
| AES The AES Corporation | 1.32M | -44.8% | -$15.7M |
| AEE Ameren Corporation | 284,065 | -29.5% | -$13.4M |
| LITE Lumentum Holdings Inc. | 6,935 | -68.8% | -$13.1M |
| SHEL Shell PLC · ADR | 290,199 | -29.5% | -$9.4M |
| TXNM TXNM Energy, Inc. | 83,808 | -52.1% | -$5.2M |
| HTO H2O America | 851,846 | -4.9% | -$2.6M |
| XIFR XPLR Infrastructure, LP · Units | 1.94M | -8.9% | -$2.2M |
Exited (24)
| Coterra Energy Inc | 2.71M | Exited | -$95.3M |
| TRP TC Energy Corporation | 690,366 | Exited | -$43.2M |
| CMS CMS Energy Corporation | 452,563 | Exited | -$35.1M |
| PNW Pinnacle West Capital Corporation | 304,982 | Exited | -$30.7M |
| CNP CenterPoint Energy, Inc | 657,493 | Exited | -$28.4M |
| MTDR Matador Resources Company | 389,909 | Exited | -$24.6M |
| FTI TechnipFMC plc | 344,594 | Exited | -$23.8M |
| LYB LyondellBasell Industries NV · Shs - A - | 282,151 | Exited | -$22.7M |
| KEX Kirby Corporation | 165,540 | Exited | -$22.0M |
| IDA IDACORP, Inc. | 112,690 | Exited | -$16.1M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer