Stock Taper 
YAUPON CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 HF Sinclair Corporation | DINO | 639.71K | $44.56M |
 Infinity Natural Resources, Inc. | INR | 654.25K | $8.31M |
 Freeport-McMoRan Inc. | FCX | 691.55K | $43.49M |
 USA Rare Earth Inc | USAR | 700K | $15.11M |
 Public Service Enterprise Group Incorporated | PEG | 706.02K | $57.3M |
 EQT Corporation | EQT | 709.53K | $37.73M |
 Aurora Innovation, Inc. | AUR | 750K | $5.12M |
 Sunshine Silver Mining & Refining Company | SSMR | 750K | $9.91M |
 CSX Corporation | CSX | 908.8K | $43.2M |
 BP p.l.c. | BP | 942.85K | $34.84M |
 Forgent Power Solutions, Inc. | FPS | 1M | $55.86M |
 Kinetik Holdings Inc. | KNTK | 1M | $48.45M |
 Nextdecade Corp | NEXT | 1M | $7.57M |
 The Williams Companies, Inc. | WMB | 1.09M | $80.92M |
 Cipher Mining Inc. | CIFR | 1.09M | $26.74M |
 Antero Resources Corporation | AR | 1.18M | $41.62M |
 The AES Corporation | AES | 1.32M | $19.4M |
 Plains GP Holdings LP | PAGP | 1.35M | $32.88M |
 Ovintiv Inc. | OVV | 1.54M | $81.11M |
 National Fuel Gas Company | NFG | 1.56M | $120.42M |