Yaupon Capital Management LP

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    113

  • Value ($000)

    $2,613,490

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001755028
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
$166.54M
6 %

250,000

put
E
EOG

EOG RES INC

COM
$112.12M
4 %

1,000,000

put
B
BP

BP PLC

SPONSORED ADR
$87.27M
3 %

2,532,571

A
AWC

AMERICAN WTR WKS CO INC NEW

COM
$82.85M
3 %

595,238

---

VENTURE GLOBAL INC

COM CL A
$71.88M
3 %

5,065,300

put
S
SHEL

SHELL PLC

SPON ADS
$69.58M
3 %

972,689

A
AES

AES CORP

COM
$57.38M
2 %

4,360,221

C
CVE

CENOVUS ENERGY INC

COM
$55.06M
2 %

3,240,859

L
LNG

CHENIERE ENERGY INC

COM NEW
$54.05M
2 %

230,002

T
TRP

TC ENERGY CORP

COM
$53.12M
2 %

976,913

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