YAUPON CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PR | 3.02M | $64.44M |
 | CVE | 2.86M | $75.88M |
COTERRA ENERGY INC | CTRA | 2.71M | $95.26M |
 | AES | 2.40M | $33.76M |
 | BKV | 2.04M | $58.19M |
 | TAC | 1.79M | $23.52M |
 | CSX | 1.35M | $55.52M |
 | NI | 1.24M | $57.99M |
Alussa Energy Acquisition Corp. II | ALUB | 1.10M | $10.98M |
 | OVV | 1.10M | $65.09M |
 | NFG | 1.04M | $98.03M |
 | BP | 948K | $44.57M |
 | HUT | 906K | $42.52M |
 | OPAL | 781K | $1.97M |
 | PAGP | 778K | $18.89M |
 | USAR | 700K | $10.59M |
 | TRP | 690K | $43.23M |
 | PEG | 666K | $53.89M |
 | CNP | 657K | $28.38M |
 | HBM | 652K | $13.63M |
Permian Resources Corporation
PR
Shares Held
3.02M
Value
$64.44M
Cenovus Energy Inc.
CVE
Shares Held
2.86M
Value
$75.88M
COTERRA ENERGY INC
CTRA
Shares Held
2.71M
Value
$95.26M
The AES Corporation
AES
Shares Held
2.40M
Value
$33.76M
BKV Corporation
BKV
Shares Held
2.04M
Value
$58.19M
TransAlta Corporation
TAC
Shares Held
1.79M
Value
$23.52M
CSX Corporation
CSX
Shares Held
1.35M
Value
$55.52M
NiSource Inc.
NI
Shares Held
1.24M
Value
$57.99M
Alussa Energy Acquisition Corp. II
ALUB
Shares Held
1.10M
Value
$10.98M
Ovintiv Inc.
OVV
Shares Held
1.10M
Value
$65.09M
National Fuel Gas Company
NFG
Shares Held
1.04M
Value
$98.03M
BP p.l.c.
BP
Shares Held
948K
Value
$44.57M
Hut 8 Corp.
HUT
Shares Held
906K
Value
$42.52M
OPAL Fuels Inc.
OPAL
Shares Held
781K
Value
$1.97M
Plains GP Holdings, L.P.
PAGP
Shares Held
778K
Value
$18.89M
USA Rare Earth Inc
USAR
Shares Held
700K
Value
$10.59M
TC Energy Corporation
TRP
Shares Held
690K
Value
$43.23M
Public Service Enterprise Group Incorporated
PEG
Shares Held
666K
Value
$53.89M
CenterPoint Energy, Inc.
CNP
Shares Held
657K
Value
$28.38M
Hudbay Minerals Inc.
HBM
Shares Held
652K
Value
$13.63M