Stock Taper 
YAUPON CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lumentum Holdings Inc. | LITE | 6.93K | $5.95M |
 Coherent, Inc. | COHR | 18.14K | $7.16M |
 Rockwell Automation, Inc. | ROK | 28.79K | $14.25M |
 Quantinuum Inc. Class A Common Stock | QNT | 40K | $3.27M |
 Deere & Company | DE | 44.19K | $28.03M |
 FTAI Aviation Ltd. | FTAI | 48.25K | $13.05M |
 Cummins Inc. | CMI | 49K | $34.94M |
 Wolfspeed Inc. | WOLF | 61.43K | $2.96M |
 Valero Energy Corporation | VLO | 101.16K | $26.35M |
 Union Pacific Corporation | UNP | 108.22K | $29.44M |
 Northwestern Energy Group Inc | NWE | 110.13K | $7.89M |
 Norfolk Southern Corporation | NSC | 119.48K | $37.59M |
 TeraWulf Inc. | WULF | 125K | $3.09M |
 Teck Resources Limited | TECK | 128.43K | $7.64M |
 Targa Resources Corp. | TRGP | 137.39K | $36.84M |
 Nebius Group N.V. | NBIS | 146.54K | $40.47M |
 Cheniere Energy, Inc. | LNG | 160.12K | $38.27M |
 Regal Rexnord Corporation | RRX | 163.23K | $38.88M |
 ATI Inc. | ATI | 180.2K | $35.52M |
 Kodiak Gas Services, Inc. | KGS | 190K | $14.27M |