Yaupon Capital Management LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.28 Billion distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Xcel Energy Inc with a value of $67.5M, Consolidated Edison Inc with a value of $55.8M, Tc Energy Corp with a value of $49.1M, Bp PLC with a value of $47.3M, and Suncor Energy Inc with a value of $45M.
Examining the 13F form we can see an increase of $540M in the current position value, from $1.74B to 2.28B.
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
$2.28 Billion
Utilities: $834 Million
Energy: $813 Million
Industrials: $278 Million
ETFs: $177 Million
Basic Materials: $111 Million
Technology: $47.6 Million
Consumer Defensive: $12 Million
Financial Services: $4.23 Million
Other: $0
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions