Yaupon Capital Management LP - Q12026 Holdings

Yaupon Capital Management LP holds 93 stocks with a total portfolio value of $ 3.2B as of Q12026. In Q12026, Yaupon Capital Management LP added 35 new positions, increased stakes in 25 stocks, reduced 26 holdings, and fully exited 48 positions. The largest holding is State Str Spdr S&P 500 Etf T (SPY), representing 20.50% of the total portfolio.