Yaupon Capital Management LP New Holdings in Q2 2025

Yaupon Capital Management LP

  • $2.09 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HES
Hess Corp

Energy
254K
New
$126.32 - $161.29 $32.1M - $41M
254K $35.2M
CSX
Csx Corp

Industrials
1.04M
New
$26.69 - $32.91 $27.7M - $34.1M
1.04M $33.8M
LNG
Cheniere Energy, Inc.

Energy
123K
New
$197.25 - $244.33 $24.2M - $30M
123K $29.9M
LNT
Alliant Energy Corp

Utilities
474K
New
$58.79 - $64.85 $27.8M - $30.7M
474K $28.6M
PWR
Quanta Services, Inc.

Industrials
73.5K
New
$239.47 - $381.26 $17.6M - $28M
73.5K $27.8M
ADM
Archer Daniels Midland CO

Consumer Defensive
494K
New
$41.79 - $54.16 $20.7M - $26.8M
494K $26.1M
AQN
Algonquin Power & Utilities Corp.

Utilities
4.31M
New
$4.56 - $6.22 $19.6M - $26.8M
4.31M $24.7M
NSC
Norfolk Southern Corp

Industrials
80.9K
New
$206.34 - $257.46 $16.7M - $20.8M
80.9K $20.7M
IDA
Idacorp Inc

Utilities
162K
New
$111.01 - $119.72 $18M - $19.4M
162K $18.7M
SHW
Sherwin Williams CO

Basic Materials
52.6K
New
$313.51 - $363.51 $16.5M - $19.1M
52.6K $18.1M
CRS
Carpenter Technology Corp

Industrials
57.2K
New
$151.3 - $276.38 $8.66M - $15.8M
57.2K $15.8M
DAR
Darling Ingredients Inc.

Consumer Defensive
366K
New
$27.63 - $38.64 $10.1M - $14.1M
366K $13.9M
VST
Vistra Corp.

Utilities
67.9K
New
$98.07 - $195.04 $6.66M - $13.2M
67.9K $13.2M
ATI
Allegheny Technologies Inc

Industrials
135K
New
$41.97 - $86.8 $5.68M - $11.7M
135K $11.7M
ES
Eversource Energy

Utilities
183K
New
$54.25 - $65.89 $9.95M - $12.1M
183K $11.7M
AES
Aes Corp

Utilities
995K
New
$9.63 - $12.55 $9.58M - $12.5M
995K $10.5M
EE
Excelerate Energy, Inc.

Utilities
325K
New
$24.7 - $31.83 $8.03M - $10.3M
325K $9.53M
FLS
Flowserve Corp

Industrials
160K
New
$39.49 - $53.64 $6.32M - $8.58M
160K $8.38M
FMC
Fmc Corp

Basic Materials
190K
New
$33.98 - $44.06 $6.45M - $8.36M
190K $7.92M
ECL
Ecolab Inc.

Basic Materials
29.1K
New
$225.65 - $270.95 $6.56M - $7.87M
29.1K $7.83M
CE
Celanese Corp

Basic Materials
141K
New
$37.49 - $59.36 $5.29M - $8.37M
141K $7.81M
GPOR
Gulfport Energy Corp

Energy
37.9K
New
$158.62 - $206.57 $6.01M - $7.82M
37.9K $7.62M
ECVT
Ecovyst Inc.

Basic Materials
900K
New
$5.33 - $8.58 $4.8M - $7.72M
900K $7.41M
NWE
Northwestern Corp

Utilities
122K
New
$50.8 - $59.51 $6.22M - $7.28M
122K $6.28M
SHLS
Shoals Technologies Group, Inc.

Technology
848K
New
$3.05 - $6.11 $2.59M - $5.18M
848K $3.6M
PPTA
Perpetua Resources Corp.

Basic Materials
202K
New
$8.98 - $17.13 $1.81M - $3.45M
202K $2.45M
WTRG
Essential Utilities, Inc.

Utilities
50K
New
$36.92 - $41.39 $1.85M - $2.07M
50K $1.86M
KBR
Kbr, Inc.

Industrials
30.3K
New
$46.2 - $56.12 $1.4M - $1.7M
30.3K $1.45M
HESM
Hess Midstream LP

Energy
27K
New
$35.23 - $42.89 $951K - $1.16M
27K $1.04M
CNM
Core & Main, Inc.

Industrials
12.2K
New
$44.53 - $60.36 $544K - $737K
12.2K $736K
Venture Global Inc
280K
New
N/A
280K $0
Talen Energy Corp
27.8K
New
N/A
27.8K $0
Solaris Energy Infras Inc
5K
New
N/A
5K $0
Gsr Iii Acquisition Corp
29.4K
New
N/A
29.4K $0
Hcm Ii Acquisition Corp
35.1K
New
N/A
35.1K $0
Pony Ai Inc
39.3K
New
N/A
39.3K $0
Or Royalties Inc.
187K
New
N/A
187K $0
Digitalbridge Group Inc
684K
New
N/A
684K $0
Core Scientific Inc New
103K
New
N/A
103K $0
Activity Summary
Buys All Purchases 54 New Holdings 40 Increased Positions 14 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 13 Puts 18
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