Stock Taper 
YAUPON CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sable Offshore Corp. | SOC | 250K | $770K |
 Century Aluminum Company | CENX | 223.86K | $10.3M |
 ConocoPhillips | COP | 220.43K | $22.92M |
 Solstice Advanced Materials Inc. | SOLS | 209.49K | $18.56M |
 MGE Energy, Inc. | MGEE | 200K | $16.31M |
 Talen Energy Corporation | TLN | 193.65K | $74.41M |
 Kodiak Gas Services, Inc. | KGS | 190K | $14.27M |
 ATI Inc. | ATI | 180.2K | $35.52M |
 Regal Rexnord Corporation | RRX | 163.23K | $38.88M |
 Cheniere Energy, Inc. | LNG | 160.12K | $38.27M |
 Nebius Group N.V. | NBIS | 146.54K | $40.47M |
 Targa Resources Corp. | TRGP | 137.39K | $36.84M |
 Teck Resources Limited | TECK | 128.43K | $7.64M |
 TeraWulf Inc. | WULF | 125K | $3.09M |
 Norfolk Southern Corporation | NSC | 119.48K | $37.59M |
 Northwestern Energy Group Inc | NWE | 110.13K | $7.89M |
 Union Pacific Corporation | UNP | 108.22K | $29.44M |
 Valero Energy Corporation | VLO | 101.16K | $26.35M |
 Wolfspeed Inc. | WOLF | 61.43K | $2.96M |
 Cummins Inc. | CMI | 49K | $34.94M |