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
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$166.54 M
6 %

250,000

put
EOG
EOG

EOG RES INC

COM
$112.12 M
4 %

1,000,000

put
BP
BP

BP PLC

SPONSORED ADR
$87.27 M
3 %

2,532,571

AWC
AWC

AMERICAN WTR WKS CO INC NEW

COM
$82.85 M
3 %

595,238

---

VENTURE GLOBAL INC

COM CL A
$71.88 M
3 %

5,065,300

put
SHEL
SHEL

SHELL PLC

SPON ADS
$69.58 M
3 %

972,689

AES
AES

AES CORP

COM
$57.38 M
2 %

4,360,221

CVE
CVE

CENOVUS ENERGY INC

COM
$55.06 M
2 %

3,240,859

LNG
LNG

CHENIERE ENERGY INC

COM NEW
$54.05 M
2 %

230,002

TRP
TRP

TC ENERGY CORP

COM
$53.12 M
2 %

976,913

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