Stock Taper

YAUPON CAPITAL MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Kimbell Royalty Partners, LPKRP364.87K$5.3M
Primoris Services CorporationPRIM366.97K$36.37M
Excelerate Energy, Inc.EE390.35K$14.83M
X-Energy, Inc. Class A Common StockXE400K$7.34M
Crescent Energy CompanyCRGY400.21K$3.93M
Bitdeer Technologies GroupBTDR401.91K$6.38M
American Electric Power Company, Inc.AEP412.43K$56.42M
Target Hospitality Corp.TH435.1K$8.86M
Yesway, Inc.YSWY437.38K$8.88M
Duke Energy CorporationDUK449.34K$56.88M
Black Hills CorporationBKH458.43K$34.11M
Vistra Corp.VST470.48K$74.63M
STMicroelectronics N.V.STM495.22K$37.09M
Fervo Energy CompanyFRVO500K$14.62M
EagleRock Land LLCEROK535.72K$11.38M
Viper Energy, Inc.VNOM555.32K$23.55M
Barrick Mining CorporationB593.23K$21.79M
Entergy CorporationETR615.96K$70.75M
Tamboran Resources CorpTBN623.53K$20.27M
Legence Corp. Class A Common stockLGN627.26K$53.46M