Stock Taper 
YAUPON CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 EQT Corporation | EQT | 709.53K | $37.73M |
 Public Service Enterprise Group Incorporated | PEG | 706.02K | $57.3M |
 USA Rare Earth Inc | USAR | 700K | $15.11M |
 Freeport-McMoRan Inc. | FCX | 691.55K | $43.49M |
 Infinity Natural Resources, Inc. | INR | 654.25K | $8.31M |
 HF Sinclair Corporation | DINO | 639.71K | $44.56M |
 Legence Corp. Class A Common stock | LGN | 627.26K | $53.46M |
 Tamboran Resources Corp | TBN | 623.53K | $20.27M |
 Entergy Corporation | ETR | 615.96K | $70.75M |
 Barrick Mining Corporation | B | 593.23K | $21.79M |
 Viper Energy, Inc. | VNOM | 555.32K | $23.55M |
 EagleRock Land LLC | EROK | 535.72K | $11.38M |
 Fervo Energy Company | FRVO | 500K | $14.62M |
 STMicroelectronics N.V. | STM | 495.22K | $37.09M |
 Vistra Corp. | VST | 470.48K | $74.63M |
 Black Hills Corporation | BKH | 458.43K | $34.11M |
 Duke Energy Corporation | DUK | 449.34K | $56.88M |
 Yesway, Inc. | YSWY | 437.38K | $8.88M |
 Target Hospitality Corp. | TH | 435.1K | $8.86M |
 American Electric Power Company, Inc. | AEP | 412.43K | $56.42M |