Loading…
CIK 0001755028 • 6 13F filings • May 15, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("yaupon-capital-management-lp","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED DRAIN SYS INC DEL | COM | $5.8M | 0.2% | 40,120 SH | New |
| AES CORP | COM | $62.5M | 2.3%Prev: 3.5% | 4,357,456 SH | Decreased-2,595,965 SH |
| AEVA TECHNOLOGIES INC | COM NEW | $2.3M | 0.1% | 170,832 SH | New |
| ALGONQUIN PWR UTILS CORP | COM | $5.3M | 0.2%Prev: 1.2% | 866,736 SH | Decreased-5,021,772 SH |
| ALUSSA ENERGY ACQUISITION CO | UNIT 99/99/9999 | $11.1M | 0.4% | 1,100,000 SH | New |
| AMEREN CORP | COM | $43.4M | 1.6%Prev: 1.1% | 434,497 SH | Increased+163,548 SH |
| AMERICAN WTR WKS CO INC NEW | COM | $45.6M | 1.6%Prev: 3.2% | 349,233 SH | Decreased-246,005 SH |
| AURORA INNOVATION INC | CLASS A COM | $1.9M | 0.1% | 489,855 SH | New |
| BARRICK MNG CORP | COM SHS | $21.6M | 0.8% | 497,043 SH | New |
| BKV CORP | COM | $20.4M | 0.7%Prev: 0.3% | 750,000 SH | Increased+443,045 SH |
| BLACK HILLS CORP | COM | $9.6M | 0.3% | 138,958 SH | New |
| BP PLC | SPONSORED ADR | $77.5M | 2.8%Prev: 3.3% | 2,231,295 SH | Decreased-301,276 SH |
| C H ROBINSON WORLDWIDE INC | COM NEW | $23.7M | 0.9%Prev: 0.3% | 147,360 SH | Increased+85,767 SH |
| CADELER A S | SPON ADR | $1.7M | 0.1%Prev: 0.1% | 93,451 SH | Decreased-95,745 SH |
| CAMECO CORP | COM | $18.8M | 0.7%Prev: 0.4% | 205,000 SH | Increased+95,481 SH |
| CANTOR EQUITY PARTNERS IV IN | SHS CL A | $3.2M | 0.1%Prev: 0.1% | 309,694 SH | Increased+9,694 SH |
| CANTOR EQUITY PARTNERS V INC | SHS CL A S | $105K | 0.0% | 10,251 SH | New |
| CASELLA WASTE SYS INC | CL A | $18.9M | 0.7% | 192,855 SH | New |
| CATERPILLAR INC | COM | $14.7M | 0.5%Prev: 1.5% | 25,641 SH | Decreased-56,612 SH |
| CENOVUS ENERGY INC | COM | $73.5M | 2.7%Prev: 2.1% | 4,346,820 SH | Increased+1,105,961 SH |
| CENTERPOINT ENERGY INC | COM | $31.1M | 1.1%Prev: 1.2% | 811,982 SH | Decreased-6,498 SH |
| CF INDS HLDGS INC | COM | $22.7M | 0.8%Prev: 1.7% | 293,500 SH | Decreased-206,500 SH |
| CLEARWAY ENERGY INC | CL A | $7.2M | 0.3% | 229,398 SH | New |
| COHERENT CORP | COM | $16.5M | 0.6% | 89,187 SH | New |
| COTERRA ENERGY INC | COM | $62.4M | 2.3% | 2,369,315 SH | New |
| CRH PLC | ORD | $63.1M | 2.3% | 505,713 SH | New |
| CSX CORP | COM | $56.5M | 2.0% | 1,559,664 SH | New |
| DOW INC | COM | $16.4M | 0.6% | 700,000 SH | New |
| DTE ENERGY CO | COM | $37.5M | 1.4%Prev: 1.6% | 290,679 SH | Decreased-7,447 SH |
| DUKE ENERGY CORP NEW | COM NEW | $52.0M | 1.9%Prev: 2.0% | 443,963 SH | Increased+26,233 SH |
| EATON CORP PLC | SHS | $48.6M | 1.8% | 152,500 SH | New |
| ENTERGY CORP NEW | COM | $25.0M | 0.9%Prev: 1.7% | 269,935 SH | Decreased-199,193 SH |
| EQT CORP | COM | $110.5M | 4.0%Prev: 3.1% | 2,062,338 SH | Increased+588,574 SH |
| EVERGY INC | COM | $15.2M | 0.6%Prev: 0.6% | 210,050 SH | Decreased+8,313 SH |
| FIRST SOLAR INC | COM | $36.6M | 1.3%Prev: 1.5% | 140,000 SH | Decreased-33,588 SH |
| FTAI AVIATION LTD | SHS | $2.8M | 0.1% | 14,348 SH | New |
| H2O AMERICA | COM | $4.9M | 0.2% | 99,884 SH | New |
| HALLIBURTON CO | COM | $18.9M | 0.7%Prev: 2.8% | 668,506 SH | Decreased-2,336,026 SH |
| HAWAIIAN ELEC INDUSTRIES | COM | $5.1M | 0.2% | 413,497 SH | New |
| HF SINCLAIR CORP | COM | $11.0M | 0.4%Prev: 0.8% | 237,671 SH | Decreased-168,765 SH |
| HUDBAY MINERALS INC | COM | $20.9M | 0.8%Prev: 0.5% | 1,051,553 SH | Increased+261,148 SH |
| HUT 8 CORP | COM | $24.6M | 0.9% | 536,522 SH | New |
| IDACORP INC | COM | $8.9M | 0.3%Prev: 0.7% | 70,513 SH | Decreased-63,364 SH |
| INFINITY NAT RES INC | COM CL A | $6.9M | 0.2%Prev: 0.2% | 467,360 SH | Increased+94,104 SH |
| ISHARES TR | IBOXX HI YD ETF | $165.3M | 6.0% | 2,050,300 SH | New |
| KARBON CAP PARTNERS CORP | UNIT 12/11/2030 | $14.8M | 0.5% | 1,470,000 SH | New |
| KIMBELL RTY PARTNERS LP | UNIT | $5.8M | 0.2%Prev: 0.2% | 496,638 SH | Decreased+22,929 SH |
| KINETIK HOLDINGS INC | COM NEW CL A | $5.7M | 0.2% | 158,069 SH | New |
| KODIAK GAS SVCS INC | COM | $24.2M | 0.9%Prev: 1.0% | 646,131 SH | Decreased-78,869 SH |
| LANDBRIDGE COMPANY LLC | CL A | $2.5M | 0.1%Prev: 0.1% | 51,258 SH | Increased+6,834 SH |
| LEGENCE CORP | CL A | $17.2M | 0.6%Prev: 0.7% | 399,817 SH | Decreased-225,183 SH |
| LOEWS CORP | COM | $18.6M | 0.7% | 176,832 SH | New |
| MASTEC INC | COM | $25.4M | 0.9%Prev: 0.3% | 116,993 SH | Increased+74,717 SH |
| MATADOR RES CO | COM | $30.8M | 1.1%Prev: 1.8% | 726,504 SH | Decreased-344,301 SH |
| MDU RES GROUP INC | COM | $23.4M | 0.8% | 1,200,000 SH | New |
| NATIONAL FUEL GAS CO | COM | $88.5M | 3.2%Prev: 0.6% | 1,105,979 SH | Increased+927,873 SH |
| NEXTDECADE CORP | COM | $27.6M | 1.0%Prev: 0.9% | 5,233,976 SH | Increased+1,877,691 SH |
| NISOURCE INC | COM | $49.8M | 1.8% | 1,192,609 SH | New |
| NORFOLK SOUTHN CORP | COM | $8.8M | 0.3%Prev: 0.7% | 30,407 SH | Decreased-29,637 SH |
| NORTHWESTERN ENERGY GROUP IN | COM NEW | $6.5M | 0.2%Prev: 0.3% | 100,624 SH | Decreased-15,062 SH |
| NUCOR CORP | COM | $35.4M | 1.3% | 216,764 SH | New |
| OGE ENERGY CORP | COM | $12.8M | 0.5% | 300,000 SH | New |
| ON SEMICONDUCTOR CORP | COM | $19.1M | 0.7% | 353,580 SH | New |
| OPAL FUELS INC | CLASS A COM | $1.8M | 0.1%Prev: 0.1% | 767,234 SH | Increased+25,459 SH |
| OR ROYALTIES INC. | COM SHS | $7.3M | 0.3%Prev: 0.3% | 205,228 SH | Decreased+10,809 SH |
| OVINTIV INC | COM | $65.9M | 2.4%Prev: 1.9% | 1,681,188 SH | Increased+457,222 SH |
| PATTERSON-UTI ENERGY INC | COM | $9.9M | 0.4% | 1,617,799 SH | New |
| PBF ENERGY INC | CL A | $19.9M | 0.7%Prev: 0.6% | 732,700 SH | Increased+232,700 SH |
| PERMIAN RESOURCES CORP | CLASS A COM | $57.3M | 2.1%Prev: 2.2% | 4,082,966 SH | Decreased-445,080 SH |
| PERPETUA RESOURCES CORP | COM | $4.6M | 0.2% | 190,481 SH | New |
| PHILLIPS 66 | COM | $66.1M | 2.4% | 512,500 SH | New |
| PINNACLE WEST CAP CORP | COM | $45.4M | 1.6%Prev: 1.7% | 511,553 SH | Increased+27,904 SH |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $18.9M | 0.7% | 235,282 SH | New |
| PYROPHYTE ACQUISITION CORP. | *W EXP 07/30/203 | $4K | 0.0%Prev: 0.0% | 10,354 SH | Increased |
| PYROPHYTE ACQUISITION CORP. | CL A SHS | $208K | 0.0%Prev: 0.0% | 20,708 SH | Increased |
| QUANTA SVCS INC | COM | $42.2M | 1.5% | 100,000 SH | New |
| RAMACO RES INC | COM CL A | $201K | 0.0% | 11,173 SH | New |
| RAMACO RES INC | NOTE 11/0 | $5.1M | 0.2% | 6,000 PRN | New |
| RICE ACQUISITION CORP 3 | *W EXP 99/99/999 | $190K | 0.0% | 237,637 SH | New |
| RICE ACQUISITION CORP 3 | ORD SHS CL A | $14.6M | 0.5% | 1,425,829 SH | New |
| RIO TINTO PLC | SPONSORED ADR | $12.2M | 0.4%Prev: 0.4% | 152,955 SH | Increased+8,184 SH |
| ROCKWELL AUTOMATION INC | COM | $36.5M | 1.3% | 93,793 SH | New |
| SABLE OFFSHORE CORP | COM SHS | $4.1M | 0.1%Prev: 0.2% | 449,215 SH | Decreased+145,715 SH |
| SHELL PLC | SPON ADS | $49.1M | 1.8%Prev: 2.7% | 668,736 SH | Decreased-303,953 SH |
| SHOALS TECHNOLOGIES GROUP IN | CL A | $13.3M | 0.5%Prev: 1.2% | 1,558,888 SH | Decreased-2,660,528 SH |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $14.1M | 0.5% | 291,261 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $129.6M | 4.7%Prev: 6.4% | 190,000 SH | Decreased-60,000 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $20.7M | 0.7% | 200,000 SH | New |
| TALON CAP CORP | UNIT 08/27/2030 | $10.3M | 0.4%Prev: 0.4% | 1,000,000 SH | Increased |
| TALOS ENERGY INC | COM | $2.2M | 0.1%Prev: 0.3% | 200,000 SH | Decreased-610,800 SH |
| TAMBORAN RES CORP | COM | $14.0M | 0.5%Prev: 0.5% | 515,544 SH | Increased+50,000 SH |
| TARGA RES CORP | COM | $29.9M | 1.1% | 162,147 SH | New |
| TC ENERGY CORP | COM | $62.9M | 2.3%Prev: 2.0% | 1,143,027 SH | Increased+166,114 SH |
| TECHNIPFMC PLC | COM | $42.0M | 1.5%Prev: 1.6% | 943,230 SH | Increased-119,220 SH |
| TECK RESOURCES LTD | CL B | $17.3M | 0.6% | 360,905 SH | New |
| TESLA INC | COM | $8.8M | 0.3%Prev: 1.1% | 19,593 SH | Decreased-42,607 SH |
| TRANSALTA CORP | COM | $16.3M | 0.6%Prev: 0.7% | 1,290,906 SH | Decreased-103,181 SH |
| TXNM ENERGY INC | COM | $15.3M | 0.6%Prev: 0.6% | 260,165 SH | Increased-4,413 SH |
| VENTURE GLOBAL INC | COM CL A | $13.8M | 0.5%Prev: 2.8% | 2,028,700 SH | Decreased-3,036,600 SH |
| WATERBRIDGE INFRASTRUCTURE L | CL A SHS REPSTG | $9.9M | 0.4%Prev: 1.0% | 497,046 SH | Decreased-502,954 SH |
| WEATHERFORD INTL PLC | ORD SHS | $20.9M | 0.8% | 266,463 SH | New |
| WILLIAMS COS INC | COM | $44.5M | 1.6%Prev: 1.3% | 740,946 SH | Increased+200,534 SH |
| WOLFSPEED INC | COMMON STOCK | $7.8M | 0.3% | 449,973 SH | New |
| WOODWARD INC | COM | $23.0M | 0.8%Prev: 0.3% | 76,017 SH | Increased+41,523 SH |
| XCEL ENERGY INC | COM | $27.3M | 1.0% | 370,200 SH | New |
| XPLR INFRASTRUCTURE LP | COM UNIT PART IN | $11.2M | 0.4%Prev: 0.3% | 1,115,540 SH | Increased+337,431 SH |
| 13F-HR |
| 0001755028-26-000005 |
| $5.08B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005155 | $2.23B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001755028-26-000004 | $3.20B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003242 | $1.95B | View |