Yaupon Capital Management
$3.0B 13F equity value
133 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Yaupon Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NFG | NATIONAL FUEL GAS CO | 1,559,618 | $120M | 4.0% |
| DVN | DEVON ENERGY CORP NEW | 2,102,988 | $87M | 2.9% |
| NI | NISOURCE INC | 1,749,831 | $83M | 2.8% |
| OVV | OVINTIV INC | 1,540,608 | $81M | 2.7% |
| WMB | WILLIAMS COS INC | 1,088,549 | $81M | 2.7% |
| BKV | BKV CORP | 2,768,719 | $76M | 2.5% |
| VST | VISTRA CORP | 470,483 | $75M | 2.5% |
| TLN | TALEN ENERGY CORP | 193,647 | $74M | 2.5% |
| CVE | CENOVUS ENERGY INC | 2,891,599 | $72M | 2.4% |
| ETR | ENTERGY CORP NEW | 615,956 | $71M | 2.4% |
Track Yaupon Capital Management's 13F portfolio: $3.0B in reported holdings, 133 positions. Top holdings and quarterly changes on SentiSense.
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