Yaupon Capital Management LP — 13F holdings

Yaupon Capital Management LP reported 124 holdings worth $5.08B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPY SPDR S&P 500 ETF TR — $1.44B (28.4%)
2. TLT ISHARES TR — $152M (3.0%)
3. FSLR FIRST SOLAR INC — $150M (3.0%)
4. NFG NATIONAL FUEL GAS CO — $144M (2.8%)
5. VST VISTRA CORP — $90.5M (1.8%)
6. DVN DEVON ENERGY CORP NEW — $86.9M (1.7%)
7. NI NISOURCE INC — $83.2M (1.6%)
8. OVV Ovintiv Inc — $81.1M (1.6%)
9. WMB WILLIAMS COS INC — $80.9M (1.6%)
10. BKV BKV CORP — $75.8M (1.5%)