YAUPON CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NXT | 119K | $8.79M |
 | NWE | 116K | $6.78M |
 | CCJ | 110K | $9.18M |
 | ENPH | 105K | $3.73M |
 | CRC | 101K | $5.34M |
 | VRT | 87K | $13.17M |
 | CAT | 82K | $39.25M |
 | BG | 73K | $5.97M |
 | NRG | 69K | $11.22M |
 | SHW | 68K | $23.40M |
 | FLS | 62K | $3.30M |
 | CHRW | 62K | $8.15M |
 | ECL | 61K | $16.81M |
 | NSC | 60K | $18.04M |
 | SR | 56K | $4.53M |
 | CEG | 52K | $17.10M |
 | EE | 47K | $1.18M |
 | LB | 44K | $2.37M |
 | MTZ | 42K | $9.00M |
 | ATKR | 41K | $2.59M |
Nextpower Inc.
NXT
Shares Held
119K
Value
$8.79M
Northwestern Energy Group Inc
NWE
Shares Held
116K
Value
$6.78M
Cameco Corporation
CCJ
Shares Held
110K
Value
$9.18M
Enphase Energy, Inc.
ENPH
Shares Held
105K
Value
$3.73M
California Resources Corporation
CRC
Shares Held
101K
Value
$5.34M
Vertiv Holdings Co
VRT
Shares Held
87K
Value
$13.17M
Caterpillar Inc.
CAT
Shares Held
82K
Value
$39.25M
Bunge Global S.A.
BG
Shares Held
73K
Value
$5.97M
NRG Energy, Inc.
NRG
Shares Held
69K
Value
$11.22M
The Sherwin-Williams Company
SHW
Shares Held
68K
Value
$23.40M
Flowserve Corporation
FLS
Shares Held
62K
Value
$3.30M
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
62K
Value
$8.15M
Ecolab Inc.
ECL
Shares Held
61K
Value
$16.81M
Norfolk Southern Corporation
NSC
Shares Held
60K
Value
$18.04M
Spire Inc.
SR
Shares Held
56K
Value
$4.53M
Constellation Energy Corporation
CEG
Shares Held
52K
Value
$17.10M
Excelerate Energy, Inc.
EE
Shares Held
47K
Value
$1.18M
LandBridge Company LLC
LB
Shares Held
44K
Value
$2.37M
MasTec, Inc.
MTZ
Shares Held
42K
Value
$9.00M
Atkore Inc.
ATKR
Shares Held
41K
Value
$2.59M