Yaupon-Capital-Management-Lp

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
82
Total Value
1878278056
Accession Number
0001085146-25-003242
Form Type
13F-HR
Manager Name
Yaupon-Capital-Management-Lp
Data Enrichment
90% identified
74 identified8 unidentified

Holdings

82 positions
Manager:
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CENOVUS ENERGY INC.
Shares:1.4M
Value:$19.7M
FIRSTENERGY CORP
Shares:468.5K
Value:$18.9M
XCEL ENERGY INC
Shares:265.8K
Value:$18.8M
NATIONAL FUEL GAS CO
Shares:234.6K
Value:$18.6M
DOW INC.
Shares:500.0K
Value:$17.5M
HF Sinclair Corp
Shares:500.0K
Value:$16.4M
FREEPORT-MCMORAN INC
Shares:425.0K
Value:$16.1M
TRANSALTA CORP
Shares:1.7M
Value:$15.7M
LyondellBasell Industries N.V.
Shares:200.0K
Value:$14.1M
StandardAero, Inc.
Shares:525.0K
Value:$14.0M
Hudbay Minerals Inc.
Shares:1.8M
Value:$13.5M
69349H107
Shares:250.0K
Value:$13.4M
Osisko Gold Royalties LTD
Shares:629.9K
Value:$13.3M
American Water Works Company, Inc.
Shares:89.9K
Value:$13.3M
BKV Corp
Shares:615.1K
Value:$12.9M
FIRST SOLAR, INC.
Shares:100.2K
Value:$12.7M
878742204
Shares:329.6K
Value:$12.0M
Baker Hughes Co
Shares:269.6K
Value:$11.9M
CANADIAN PACIFIC KANSAS CITY LTD/CN
Shares:168.8K
Value:$11.8M
Kinetik Holdings Inc.
Shares:200.0K
Value:$10.4M