Stock Taper 
YAUPON CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Permian Resources Corporation | PR | 3.37M | $61.99M |
 Cenovus Energy Inc. | CVE | 2.89M | $71.74M |
 Cleveland-Cliffs Inc. | CLF | 2.35M | $22.02M |
 Devon Energy Corporation | DVN | 2.1M | $86.9M |
 NiSource Inc | NI | 1.75M | $83.2M |
 PureCycle Technologies, Inc. | PCT | 1.57M | $12.71M |
 National Fuel Gas Company | NFG | 1.56M | $120.42M |
 Ovintiv Inc. | OVV | 1.54M | $81.11M |
 Plains GP Holdings LP | PAGP | 1.35M | $32.88M |
 The AES Corporation | AES | 1.32M | $19.4M |
 Antero Resources Corporation | AR | 1.18M | $41.62M |
 Cipher Mining Inc. | CIFR | 1.09M | $26.74M |
 The Williams Companies, Inc. | WMB | 1.09M | $80.92M |
 Nextdecade Corp | NEXT | 1M | $7.57M |
 Kinetik Holdings Inc. | KNTK | 1M | $48.45M |
 Forgent Power Solutions, Inc. | FPS | 1M | $55.86M |
 BP p.l.c. | BP | 942.85K | $34.84M |
 CSX Corporation | CSX | 908.8K | $43.2M |
 Aurora Innovation, Inc. | AUR | 750K | $5.12M |
 Sunshine Silver Mining & Refining Company | SSMR | 750K | $9.91M |