Yaupon Capital Management LP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ISHARES TR(Put) | 0 | 2,050,300 | +2,050,300 | 0 | 165,315,689 | +165,315,689 |
| NATIONAL FUEL GAS CO | 0 | 1,105,979 | +1,105,979 | 0 | 88,544,679 | +88,544,679 |
| PHILLIPS 66(Put) | 0 | 512,500 | +512,500 | 0 | 66,133,000 | +66,133,000 |
| CRH PLC | 0 | 505,713 | +505,713 | 0 | 63,112,982 | +63,112,982 |
| COTERRA ENERGY INC | 0 | 2,369,315 | +2,369,315 | 0 | 62,360,371 | +62,360,371 |
| CSX CORP | 0 | 1,559,664 | +1,559,664 | 0 | 56,537,820 | +56,537,820 |
| EQT CORP(Call) | 0 | 1,466,600 | +1,466,600 | 0 | 78,609,760 | +78,609,760 |
| NISOURCE INC | 0 | 1,192,609 | +1,192,609 | 0 | 49,803,352 | +49,803,352 |
| EATON CORP PLC(Put) | 0 | 152,500 | +152,500 | 0 | 48,572,775 | +48,572,775 |
| QUANTA SVCS INC(Put) | 0 | 100,000 | +100,000 | 0 | 42,206,000 | +42,206,000 |
| FIRST SOLAR INC(Put) | 0 | 140,000 | +140,000 | 0 | 36,572,200 | +36,572,200 |
| ROCKWELL AUTOMATION INC | 0 | 93,793 | +93,793 | 0 | 36,492,043 | +36,492,043 |
| NUCOR CORP | 0 | 216,764 | +216,764 | 0 | 35,356,376 | +35,356,376 |
| TARGA RES CORP | 0 | 162,147 | +162,147 | 0 | 29,916,122 | +29,916,122 |
| XCEL ENERGY INC(Put) | 0 | 370,200 | +370,200 | 0 | 27,342,972 | +27,342,972 |
| HUT 8 CORP | 0 | 536,522 | +536,522 | 0 | 24,647,821 | +24,647,821 |
| MDU RES GROUP INC | 0 | 1,200,000 | +1,200,000 | 0 | 23,424,000 | +23,424,000 |
| CF INDS HLDGS INC(Put) | 0 | 293,500 | +293,500 | 0 | 22,699,290 | +22,699,290 |
| BARRICK MNG CORP | 0 | 497,043 | +497,043 | 0 | 21,646,223 | +21,646,223 |
| NEXTDECADE CORP(Call) | 0 | 4,000,000 | +4,000,000 | 0 | 21,080,000 | +21,080,000 |
| WEATHERFORD INTL PLC | 0 | 266,463 | +266,463 | 0 | 20,853,394 | +20,853,394 |
| SPDR SERIES TRUST(Put) | 0 | 200,000 | +200,000 | 0 | 20,722,000 | +20,722,000 |
| ON SEMICONDUCTOR CORP | 0 | 353,580 | +353,580 | 0 | 19,146,357 | +19,146,357 |
| PUBLIC SVC ENTERPRISE GRP IN | 0 | 235,282 | +235,282 | 0 | 18,893,145 | +18,893,145 |
| CASELLA WASTE SYS INC | 0 | 192,855 | +192,855 | 0 | 18,888,219 | +18,888,219 |
| CAMECO CORP(Put) | 0 | 205,000 | +205,000 | 0 | 18,755,450 | +18,755,450 |
| LOEWS CORP | 0 | 176,832 | +176,832 | 0 | 18,622,178 | +18,622,178 |
| CENOVUS ENERGY INC | 0 | 4,346,820 | +4,346,820 | 0 | 73,548,194 | +73,548,194 |
| TECK RESOURCES LTD | 0 | 360,905 | +360,905 | 0 | 17,283,740 | +17,283,740 |
| OVINTIV INC | 0 | 1,681,188 | +1,681,188 | 0 | 65,885,758 | +65,885,758 |
| COHERENT CORP | 0 | 89,187 | +89,187 | 0 | 16,461,245 | +16,461,245 |
| MASTEC INC | 0 | 116,993 | +116,993 | 0 | 25,430,768 | +25,430,768 |
| DOW INC(Put) | 0 | 700,000 | +700,000 | 0 | 16,366,000 | +16,366,000 |
| C H ROBINSON WORLDWIDE INC | 0 | 147,360 | +147,360 | 0 | 23,689,594 | +23,689,594 |
| AMEREN CORP | 0 | 434,497 | +434,497 | 0 | 43,388,870 | +43,388,870 |
| KARBON CAP PARTNERS CORP | 0 | 1,470,000 | +1,470,000 | 0 | 14,802,900 | +14,802,900 |
| RICE ACQUISITION CORP 3 | 0 | 1,425,829 | +1,425,829 | 0 | 14,614,747 | +14,614,747 |
| WOODWARD INC | 0 | 76,017 | +76,017 | 0 | 22,981,459 | +22,981,459 |
| SOLSTICE ADVANCED MATLS INC | 0 | 291,261 | +291,261 | 0 | 14,149,459 | +14,149,459 |
| BKV CORP | 0 | 750,000 | +750,000 | 0 | 20,362,500 | +20,362,500 |
| OGE ENERGY CORP | 0 | 300,000 | +300,000 | 0 | 12,810,000 | +12,810,000 |
| PERMIAN RESOURCES CORP | 0 | 4,082,966 | +4,082,966 | 0 | 57,284,013 | +57,284,013 |
| ALUSSA ENERGY ACQUISITION CO | 0 | 1,100,000 | +1,100,000 | 0 | 11,110,000 | +11,110,000 |
| WILLIAMS COS INC | 0 | 740,946 | +740,946 | 0 | 44,538,264 | +44,538,264 |
| PATTERSON-UTI ENERGY INC | 0 | 1,617,799 | +1,617,799 | 0 | 9,884,752 | +9,884,752 |
| TC ENERGY CORP | 0 | 1,143,027 | +1,143,027 | 0 | 62,931,645 | +62,931,645 |
| BLACK HILLS CORP | 0 | 138,958 | +138,958 | 0 | 9,646,464 | +9,646,464 |
| HUDBAY MINERALS INC | 0 | 1,051,553 | +1,051,553 | 0 | 20,873,327 | +20,873,327 |
| TESLA INC | 0 | 19,593 | +19,593 | 0 | 8,811,364 | +8,811,364 |
| WOLFSPEED INC | 0 | 449,973 | +449,973 | 0 | 7,834,030 | +7,834,030 |
| CLEARWAY ENERGY INC | 0 | 229,398 | +229,398 | 0 | 7,207,685 | +7,207,685 |
| ADVANCED DRAIN SYS INC DEL | 0 | 40,120 | +40,120 | 0 | 5,810,580 | +5,810,580 |
| KINETIK HOLDINGS INC | 0 | 158,069 | +158,069 | 0 | 5,698,387 | +5,698,387 |
| AES CORP | 0 | 4,357,456 | +4,357,456 | 0 | 62,485,919 | +62,485,919 |
| RAMACO RES INC | 0 | 0 | 0 | 0 | 5,098,800 | +5,098,800 |
| HAWAIIAN ELEC INDUSTRIES | 0 | 413,497 | +413,497 | 0 | 5,086,013 | +5,086,013 |
| H2O AMERICA | 0 | 99,884 | +99,884 | 0 | 4,893,317 | +4,893,317 |
| PBF ENERGY INC(Put) | 0 | 732,700 | +732,700 | 0 | 19,870,824 | +19,870,824 |
| PERPETUA RESOURCES CORP | 0 | 190,481 | +190,481 | 0 | 4,611,545 | +4,611,545 |
| XPLR INFRASTRUCTURE LP | 0 | 1,115,540 | +1,115,540 | 0 | 11,155,400 | +11,155,400 |
| FTAI AVIATION LTD | 0 | 14,348 | +14,348 | 0 | 2,824,404 | +2,824,404 |
| RIO TINTO PLC | 0 | 152,955 | +152,955 | 0 | 12,240,989 | +12,240,989 |
| AEVA TECHNOLOGIES INC | 0 | 170,832 | +170,832 | 0 | 2,268,649 | +2,268,649 |
| PINNACLE WEST CAP CORP | 0 | 511,553 | +511,553 | 0 | 45,374,751 | +45,374,751 |
| INFINITY NAT RES INC | 0 | 467,360 | +467,360 | 0 | 6,884,213 | +6,884,213 |
| AURORA INNOVATION INC | 0 | 489,855 | +489,855 | 0 | 1,881,043 | +1,881,043 |
| TXNM ENERGY INC | 0 | 260,165 | +260,165 | 0 | 15,318,515 | +15,318,515 |
| TAMBORAN RES CORP | 0 | 515,544 | +515,544 | 0 | 14,038,263 | +14,038,263 |
| SABLE OFFSHORE CORP | 0 | 449,215 | +449,215 | 0 | 4,051,919 | +4,051,919 |
| DUKE ENERGY CORP NEW | 0 | 443,963 | +443,963 | 0 | 52,036,903 | +52,036,903 |
| TALON CAP CORP | 0 | 1,000,000 | +1,000,000 | 0 | 10,260,000 | +10,260,000 |
| RAMACO RES INC | 0 | 11,173 | +11,173 | 0 | 201,114 | +201,114 |
| RICE ACQUISITION CORP 3 | 0 | 237,637 | +237,637 | 0 | 190,110 | +190,110 |
| OPAL FUELS INC | 0 | 767,234 | +767,234 | 0 | 1,806,836 | +1,806,836 |
| LANDBRIDGE COMPANY LLC | 0 | 51,258 | +51,258 | 0 | 2,511,129 | +2,511,129 |
| CANTOR EQUITY PARTNERS IV IN | 0 | 309,694 | +309,694 | 0 | 3,183,654 | +3,183,654 |
| TECHNIPFMC PLC | 0 | 943,230 | +943,230 | 0 | 42,030,329 | +42,030,329 |
| CANTOR EQUITY PARTNERS V INC | 0 | 10,251 | +10,251 | 0 | 105,073 | +105,073 |
| PYROPHYTE ACQUISITION CORP. | 0 | 20,708 | +20,708 | 0 | 208,322 | +208,322 |
| PYROPHYTE ACQUISITION CORP. | 0 | 10,354 | +10,354 | 0 | 4,142 | +4,142 |
| EVERGY INC | 0 | 210,050 | +210,050 | 0 | 15,226,525 | +15,226,525 |
| NORTHWESTERN ENERGY GROUP IN | 0 | 100,624 | +100,624 | 0 | 6,494,273 | +6,494,273 |
| GSR III ACQUISITION CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| OR ROYALTIES INC. | 0 | 205,228 | +205,228 | 0 | 7,269,816 | +7,269,816 |
| KIMBELL RTY PARTNERS LP | 0 | 496,638 | +496,638 | 0 | 5,840,463 | +5,840,463 |
| CENTERPOINT ENERGY INC | 0 | 811,982 | +811,982 | 0 | 31,131,390 | +31,131,390 |
| SOLARIS ENERGY INFRAS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| TXNM ENERGY INC(Put) | 0 | 0 | 0 | 0 | 0 | 0 |
| EXCELERATE ENERGY INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ATI INC | 0 | 0 | 0 | 0 | 0 | 0 |
| SABLE OFFSHORE CORP(Put) | 0 | 0 | 0 | 0 | 0 | 0 |
| LEGENCE CORP | 0 | 399,817 | +399,817 | 0 | 17,208,124 | +17,208,124 |
| CADELER A S | 0 | 93,451 | +93,451 | 0 | 1,737,254 | +1,737,254 |
| ATKORE INC | 0 | 0 | 0 | 0 | 0 | 0 |
| KODIAK GAS SVCS INC | 0 | 646,131 | +646,131 | 0 | 24,165,299 | +24,165,299 |
| TRANSALTA CORP | 0 | 1,290,906 | +1,290,906 | 0 | 16,327,367 | +16,327,367 |
| FLOWSERVE CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| ENPHASE ENERGY INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ARGAN INC | 0 | 0 | 0 | 0 | 0 | 0 |
| SPIRE INC | 0 | 0 | 0 | 0 | 0 | 0 |