YAUPON CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CEPF | 300K | $3.06M |
 | DTE | 298K | $42.16M |
 | AEE | 271K | $28.28M |
 | ES | 248K | $17.65M |
 | LNG | 230K | $54.05M |
 | VST | 225K | $44.08M |
 | EVRG | 202K | $15.34M |
 | SOC | 200K | $3.49M |
 | OR | 194K | $7.79M |
 | CVX | 190K | $29.54M |
 | FE | 190K | $8.71M |
 | CDLR | 189K | $3.91M |
 | NFG | 178K | $16.45M |
 | FSLR | 174K | $38.28M |
 | VAL | 173K | $8.45M |
 | VLTO | 171K | $18.26M |
 | HWM | 160K | $31.48M |
 | DTM | 154K | $17.44M |
 | RIO | 145K | $9.56M |
 | IDA | 134K | $17.69M |
Cantor Equity Partners IV, Inc. Class A Ordinary Shares
CEPF
Shares Held
300K
Value
$3.06M
DTE Energy Company
DTE
Shares Held
298K
Value
$42.16M
Ameren Corporation
AEE
Shares Held
271K
Value
$28.28M
Eversource Energy
ES
Shares Held
248K
Value
$17.65M
Cheniere Energy, Inc.
LNG
Shares Held
230K
Value
$54.05M
Vistra Corp.
VST
Shares Held
225K
Value
$44.08M
Evergy, Inc.
EVRG
Shares Held
202K
Value
$15.34M
Sable Offshore Corp.
SOC
Shares Held
200K
Value
$3.49M
OR Royalties Inc.
OR
Shares Held
194K
Value
$7.79M
Chevron Corporation
CVX
Shares Held
190K
Value
$29.54M
FirstEnergy Corp.
FE
Shares Held
190K
Value
$8.71M
Cadeler A/S
CDLR
Shares Held
189K
Value
$3.91M
National Fuel Gas Company
NFG
Shares Held
178K
Value
$16.45M
First Solar, Inc.
FSLR
Shares Held
174K
Value
$38.28M
Valaris Limited
VAL
Shares Held
173K
Value
$8.45M
Veralto Corporation
VLTO
Shares Held
171K
Value
$18.26M
Howmet Aerospace Inc.
HWM
Shares Held
160K
Value
$31.48M
DT Midstream, Inc.
DTM
Shares Held
154K
Value
$17.44M
Rio Tinto Group
RIO
Shares Held
145K
Value
$9.56M
IDACORP, Inc.
IDA
Shares Held
134K
Value
$17.69M