Stock Taper 
YAUPON CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Talen Energy Corporation | TLN | 193.65K | $74.41M |
 MGE Energy, Inc. | MGEE | 200K | $16.31M |
 Solstice Advanced Materials Inc. | SOLS | 209.49K | $18.56M |
 ConocoPhillips | COP | 220.43K | $22.92M |
 Century Aluminum Company | CENX | 223.86K | $10.3M |
 ERock, Inc. | EROC | 250K | $3.63M |
 Sable Offshore Corp. | SOC | 250K | $770K |
 DT Midstream, Inc. | DTM | 258.34K | $37.91M |
 Golar LNG Limited | GLNG | 262.55K | $13.09M |
 Spire Inc. | SR | 265.46K | $20.73M |
 First Solar, Inc. | FSLR | 272.38K | $64.27M |
 FedEx Freight Holding Company, Inc. | FDXF | 277.23K | $41.86M |
 Ameren Corporation | AEE | 284.06K | $32.11M |
 Shell plc | SHEL | 290.2K | $22.5M |
 DTE Energy Company | DTE | 297.98K | $45.4M |
 Hut 8 Corp. | HUT | 328.32K | $37.9M |
 Select Water Solutions, Inc. | WTTR | 331.85K | $6.63M |
 American Water Works Company, Inc. | AWK | 333.44K | $43.87M |
 INNIO N.V. Ordinary Shares | INIO | 350K | $13.84M |
 Darling Ingredients Inc. | DAR | 360K | $19.66M |