Yaupon Capital Management LP

Institutional manager (13F) · CIK 1755028

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.8B

#	Issuer	Value	Shares
1	NATIONAL FUEL GAS CO	$98M	1,043,272
2	COTERRA ENERGY INC	$95M	2,710,826
3	CENOVUS ENERGY INC	$76M	2,860,109
4	VISTRA CORP	$68M	451,591
5	OVINTIV INC	$65M	1,096,571
6	PERMIAN RESOURCES CORP	$64M	3,022,482
7	BKV CORP	$58M	2,040,355
8	NISOURCE INC	$58M	1,242,895
9	CSX CORP	$56M	1,352,431
10	PUBLIC SVC ENTERPRISE GROUP	$54M	665,768
11	H2O AMERICA	$53M	895,435
12	BP PLC	$45M	948,265
13	AMEREN CORP	$44M	402,897
14	DUKE ENERGY CORP NEW	$44M	337,728
15	AMERICAN WTR WKS CO INC NEW	$43M	317,899
16	TC ENERGY CORP	$43M	690,366
17	HUT 8 CORP	$43M	906,316
18	SHELL PLC	$38M	411,760
19	DTE ENERGY CO	$37M	255,555
20	CMS ENERGY CORP	$35M	452,563
21	WILLIAMS COS INC	$35M	481,181
22	AES CORP	$34M	2,395,940
23	TARGA RES CORP	$33M	130,822
24	PINNACLE WEST CAP CORP	$31M	304,982
25	EQT CORP	$29M	461,022
26	CENTERPOINT ENERGY INC	$28M	657,493
27	COHERENT CORP	$28M	116,824
28	CONOCOPHILLIPS	$28M	209,965
29	TAMBORAN RES CORP	$27M	535,174
30	TALEN ENERGY CORP	$25M	79,156
31	DT MIDSTREAM INC	$25M	187,062
32	MATADOR RES CO	$25M	389,909
33	TECHNIPFMC PLC	$24M	344,594
34	TRANSALTA CORP	$24M	1,788,700
35	LYONDELLBASELL INDUSTRIES NV	$23M	282,151
36	XPLR INFRASTRUCTURE LP	$23M	2,133,787
37	VIPER ENERGY INC	$22M	477,036
38	KIRBY CORP	$22M	165,540
39	SOLV ENERGY INC	$22M	725,000
40	ENTERGY CORP NEW	$21M	189,560
41	BARRICK MNG CORP	$19M	470,475
42	PLAINS GP HLDGS L P	$19M	777,953
43	BLACK HILLS CORP	$17M	246,649
44	IDACORP INC	$16M	112,690
45	LUMENTUM HLDGS INC	$16M	22,192
46	OGE ENERGY CORP	$15M	319,071
47	KARBON CAP PARTNERS CORP	$15M	1,470,000
48	RICE ACQUISITION CORP 3	$15M	1,425,829
49	HUDBAY MINERALS INC	$14M	652,285
50	WESTLAKE CORPORATION	$13M	107,044

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.