Yaupon Capital Management LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.32 Billion distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Bp PLC with a value of $87.3M, American Water Works Company, Inc. with a value of $82.9M, Shell PLC with a value of $69.6M, Aes Corp with a value of $57.4M, and Cenovus Energy Inc. with a value of $55.1M.
Examining the 13F form we can see an increase of $233M in the current position value, from $2.09B to 2.32B.
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
$2.32 Billion
Energy: $1.08 Billion
Utilities: $656 Million
ETFs: $192 Million
Industrials: $172 Million
Basic Materials: $107 Million
Technology: $82.9 Million
Consumer Cyclical: $27.7 Million
Financial Services: $9.04 Million
Other: $0
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
