account_balance
Investment manager · 13F filer · SEC CIK 1755028
Yaupon Capital Management LP
Reported value$3Bas of Jun 30, 2026
Positions110 47 new, 24 sold out
Top 10 weight27.3%NFG alone is 4%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NFGNational Fuel Gas Co
4.0%Added +49%
DVNDevon Energy Corp New
2.9%New
NINisource Inc
2.8%Added +41%
OVVOvintiv Inc
2.7%Added +40%
WMBWilliams Cos Inc
2.7%Added +126%
BKVBKV Corp
2.5%Added +36%
VSTVistra Corp
2.5%Added +4%
TLNTalen Energy Corp
2.5%Added +145%
CVECenovus Energy Inc
2.4%
ETREntergy Corp New
2.4%Added +225%
FSLRFirst Solar Inc
2.1%New
PRPermian Resources Corp
2.1%Added +11%
NFGNational Fuel Gas Co
4.0%Added +49%
DVN2.9%NI2.8%OVV2.7%WMB2.7%BKV2.5%VST2.5%TLN2.5%CVE2.4%ETR2.4%FSLR2.1%PR2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NFG National Fuel Gas Co 4.0% Added +49%DVN Devon Energy Corp New 2.9% NewNI Nisource Inc 2.8% Added +41%OVV Ovintiv Inc 2.7% Added +40%WMB Williams Cos Inc 2.7% Added +126%BKV BKV Corp 2.5% Added +36%VST Vistra Corp 2.5% Added +4%TLN Talen Energy Corp 2.5% Added +145%CVE Cenovus Energy Inc 2.4% HeldETR Entergy Corp New 2.4% Added +225%FSLR First Solar Inc 2.1% NewPR Permian Resources Corp 2.1% Added +11%
What changed