YAUPON CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AES | 4.36M | $62.49M |
 | CVE | 4.35M | $73.55M |
 | PR | 4.08M | $57.28M |
 | CTRA | 2.37M | $62.36M |
 | BP | 2.23M | $77.49M |
 | OVV | 1.68M | $65.89M |
 | PTEN | 1.62M | $9.88M |
 | CSX | 1.56M | $56.54M |
 | SHLS | 1.56M | $13.25M |
 | TAC | 1.29M | $16.33M |
 | NEXT | 1.23M | $6.50M |
 | MDU | 1.20M | $23.42M |
 | NI | 1.19M | $49.80M |
 | TRP | 1.14M | $62.93M |
 | NFG | 1.11M | $88.54M |
 | HBM | 1.05M | $20.87M |
 | FTI | 943K | $42.03M |
 | AQN | 867K | $5.33M |
 | CNP | 812K | $31.13M |
 | OPAL | 767K | $1.81M |
The AES Corporation
AES
Shares Held
4.36M
Value
$62.49M
Cenovus Energy Inc.
CVE
Shares Held
4.35M
Value
$73.55M
Permian Resources Corporation
PR
Shares Held
4.08M
Value
$57.28M
Coterra Energy Inc.
CTRA
Shares Held
2.37M
Value
$62.36M
BP p.l.c.
BP
Shares Held
2.23M
Value
$77.49M
Ovintiv Inc.
OVV
Shares Held
1.68M
Value
$65.89M
Patterson-UTI Energy, Inc.
PTEN
Shares Held
1.62M
Value
$9.88M
CSX Corporation
CSX
Shares Held
1.56M
Value
$56.54M
Shoals Technologies Group, Inc.
SHLS
Shares Held
1.56M
Value
$13.25M
TransAlta Corporation
TAC
Shares Held
1.29M
Value
$16.33M
NextDecade Corporation
NEXT
Shares Held
1.23M
Value
$6.50M
MDU Resources Group, Inc.
MDU
Shares Held
1.20M
Value
$23.42M
NiSource Inc.
NI
Shares Held
1.19M
Value
$49.80M
TC Energy Corporation
TRP
Shares Held
1.14M
Value
$62.93M
National Fuel Gas Company
NFG
Shares Held
1.11M
Value
$88.54M
Hudbay Minerals Inc.
HBM
Shares Held
1.05M
Value
$20.87M
TechnipFMC plc
FTI
Shares Held
943K
Value
$42.03M
Algonquin Power & Utilities Corp.
AQN
Shares Held
867K
Value
$5.33M
CenterPoint Energy, Inc.
CNP
Shares Held
812K
Value
$31.13M
OPAL Fuels Inc.
OPAL
Shares Held
767K
Value
$1.81M