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:
Search and click to pin securities to the top
CAMECO CORP
Shares:220.0K
Value:$9.1M
Tamboran Resources Corp
Shares:315.5K
Value:$7.6M
456941103
Shares:400.0K
Value:$7.5M
65341B106
Shares:738.9K
Value:$7.0M
Kimbell Royalty Partners, LP
Shares:450.0K
Value:$6.3M
PEMBINA PIPELINE CORP
Shares:154.6K
Value:$6.2M
Atlas Energy Solutions Inc.
Shares:325.0K
Value:$5.8M
PAR PACIFIC HOLDINGS, INC.
Shares:400.0K
Value:$5.7M
342909108
Shares:215.0K
Value:$5.5M
MP Materials Corp. / DE
Shares:202.9K
Value:$5.0M
92333F101
Shares:400.0K
Value:$4.1M
TALOS ENERGY INC.
Shares:400.0K
Value:$3.9M
Solid Power, Inc.
Shares:3.6M
Value:$3.7M
Array Technologies, Inc.
Shares:707.0K
Value:$3.4M
HALLADOR ENERGY CO
Shares:275.7K
Value:$3.4M
Hut 8 Corp.
Shares:275.0K
Value:$3.2M
Delek US Holdings, Inc.
Shares:205.3K
Value:$3.1M
Cadeler A/S
Shares:134.9K
Value:$2.7M
LandBridge Co LLC
Shares:27.7K
Value:$2.0M
OPAL Fuels Inc.
Shares:711.5K
Value:$1.3M