YAUPON CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GPOR | 39K | $7.11M |
 | BDC | 39K | $4.69M |
 | WWD | 34K | $8.72M |
 | GSRT | 31K | $316.09K |
 | SEI | 25K | $1.02M |
 | CRS | 20K | $5.02M |
 | AGX | 16K | $4.38M |
 | ATI | 16K | $1.29M |
Gulfport Energy Corporation
GPOR
Shares Held
39K
Value
$7.11M
Belden Inc.
BDC
Shares Held
39K
Value
$4.69M
Woodward, Inc.
WWD
Shares Held
34K
Value
$8.72M
GSR III Acquisition Corp.
GSRT
Shares Held
31K
Value
$316.09K
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
25K
Value
$1.02M
Carpenter Technology Corporation
CRS
Shares Held
20K
Value
$5.02M
Argan, Inc.
AGX
Shares Held
16K
Value
$4.38M
ATI Inc.
ATI
Shares Held
16K
Value
$1.29M