StockDriftsStockDriftsTop 50 Yaupon Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NFG | NATIONAL FUEL GAS CO | 4.84% | 1.04M | $98.0M | -5.67%(-62.71K) | $83.41(-2.61%) | 2026-03-31 | |
| CTRA | COTERRA ENERGY INC | 4.7% | 2.71M | $95.3M | +14.41%(+341.51K) | $25.89(+25.76%) | 2026-03-31 | |
| CVE | CENOVUS ENERGY INC | 3.74% | 2.86M | $75.9M | -34.20%(-1.49M) | $16.03(+92.32%) | 2026-03-31 | |
| VST | VISTRA CORP | 3.35% | 451.6K | $67.9M | new | $161.60(-13.56%) | 2026-03-31 | |
| OVV | OVINTIV INC | 3.21% | 1.10M | $65.1M | -34.77%(-584.62K) | $40.20(+49.27%) | 2026-03-31 | |
| PR | PERMIAN RESOURCES CORP | 3.18% | 3.02M | $64.4M | -25.97%(-1.06M) | $14.10(+47.81%) | 2026-03-31 | |
| BKV | BKV CORP | 2.87% | 2.04M | $58.2M | +172.05%(+1.29M) | $26.18(+8.88%) | 2026-03-31 | |
| NI | NISOURCE INC | 2.86% | 1.24M | $58.0M | +4.22%(+50.29K) | $32.30(+43.36%) | 2026-03-31 | |
| CSX | CSX CORP | 2.74% | 1.35M | $55.5M | -13.29%(-207.23K) | $32.67(+39.75%) | 2026-03-31 | |
| PEG | PUBLIC SVC ENTERPRISE GROUP | 2.66% | 665.8K | $53.9M | +182.97%(+430.49K) | $78.64(-2.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.31% | +87.48% |
| Top 20 Holdings Unweighted | +21.96% | +81.39% |
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