YAUPON CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WULF | 773K | $8.82M |
 | OPAL | 742K | $1.63M |
 | KGS | 725K | $26.80M |
 | XPRO | 687K | $8.16M |
 | LGN | 625K | $19.26M |
 | LBRT | 611K | $7.53M |
 | CTRI | 597K | $12.64M |
 | AWK | 595K | $82.85M |
 | WMB | 540K | $34.24M |
 | MIR | 525K | $12.21M |
 | SDRL | 518K | $15.64M |
 | PNW | 484K | $43.36M |
 | KRP | 474K | $6.39M |
 | ETR | 469K | $43.72M |
 | TBN | 466K | $12.75M |
 | DUK | 418K | $51.69M |
 | DINO | 406K | $21.27M |
 | LNT | 385K | $25.92M |
 | INR | 373K | $4.89M |
 | BKV | 307K | $7.10M |
TeraWulf Inc.
WULF
Shares Held
773K
Value
$8.82M
OPAL Fuels Inc.
OPAL
Shares Held
742K
Value
$1.63M
Kodiak Gas Services, Inc.
KGS
Shares Held
725K
Value
$26.80M
Expro Group Holdings N.V.
XPRO
Shares Held
687K
Value
$8.16M
Legence Corp. Class A Common stock
LGN
Shares Held
625K
Value
$19.26M
Liberty Energy Inc.
LBRT
Shares Held
611K
Value
$7.53M
Centuri Holdings, Inc.
CTRI
Shares Held
597K
Value
$12.64M
American Water Works Company, Inc.
AWK
Shares Held
595K
Value
$82.85M
The Williams Companies, Inc.
WMB
Shares Held
540K
Value
$34.24M
Mirion Technologies, Inc.
MIR
Shares Held
525K
Value
$12.21M
Seadrill Limited
SDRL
Shares Held
518K
Value
$15.64M
Pinnacle West Capital Corporation
PNW
Shares Held
484K
Value
$43.36M
Kimbell Royalty Partners, LP
KRP
Shares Held
474K
Value
$6.39M
Entergy Corporation
ETR
Shares Held
469K
Value
$43.72M
Tamboran Resources Corp
TBN
Shares Held
466K
Value
$12.75M
Duke Energy Corporation
DUK
Shares Held
418K
Value
$51.69M
HF Sinclair Corporation
DINO
Shares Held
406K
Value
$21.27M
Alliant Energy Corporation
LNT
Shares Held
385K
Value
$25.92M
Infinity Natural Resources, Inc.
INR
Shares Held
373K
Value
$4.89M
BKV Corporation
BKV
Shares Held
307K
Value
$7.10M