Yaupon Capital Management LP: 13F holdings
CIK 17550282026Q2
| Positions | 120 |
|---|
| Reported value | $5.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 120 (+26 vs prior quarter) |
|---|
| Reported value | $5.1bn (+58.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NFG NATIONAL FUEL GAS CO | 1,559,618 | $120.4m | 2.4% |
| DVN DEVON ENERGY CORP NEW | 2,102,988 | $86.9m | 1.7% |
| NI NISOURCE INC | 1,749,831 | $83.2m | 1.6% |
| OVV OVINTIV INC | 1,540,608 | $81.1m | 1.6% |
| WMB WILLIAMS COS INC | 1,088,549 | $80.9m | 1.6% |
| BKV BKV CORP | 2,768,719 | $75.8m | 1.5% |
| VST VISTRA CORP | 470,483 | $74.6m | 1.5% |
| TLN TALEN ENERGY CORP | 193,647 | $74.4m | 1.5% |
| CVE CENOVUS ENERGY INC | 2,891,599 | $71.7m | 1.4% |
| ETR ENTERGY CORP NEW | 615,956 | $70.7m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1755028")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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