Yaupon Capital Management LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.09 Billion distributed in 116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Bp PLC with a value of $57.2M, Shell PLC with a value of $56.6M, Evergy, Inc. with a value of $55.9M, American Electric Power CO Inc with a value of $47.5M, and Entergy Corp with a value of $44.4M.
Examining the 13F form we can see an increase of $315M in the current position value, from $1.78B to 2.09B.
Yaupon Capital Management LP is based out at New York, NY
Below you can find more details about Yaupon Capital Management LP portfolio as well as his latest detailed transactions.
Portfolio value
$2.09 Billion
Energy: $716 Million
Utilities: $716 Million
Industrials: $222 Million
Basic Materials: $192 Million
ETFs: $122 Million
Technology: $51.8 Million
Consumer Defensive: $40 Million
Consumer Cyclical: $31.8 Million
Other: $0
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
