YAUPON CAPITAL MANAGEMENT LP

PrivateCIK: 1755028
Location

NEW YORK, NY

94
Positions
$3.20B
Total AUM (reported)
59.66M
Total Shares

Allocation by class

TOTAL AUM$3.20B94 positions
COM$1.80B56.3%
TR UNIT$656.84M20.5%
CL A$177.24M5.5%
CLASS A COM$77.63M2.4%
ORD SHS$66.74M2.1%
SPONSORED ADR$65.67M2.0%
COM NEW$60.38M1.9%

Portfolio Concentration

Top 328.4%4–1018.8%11–2522.9%Rest29.9%TOP 1047.2%0%100%
Top 3$909.51M28.4%
4–10$601.44M18.8%
11–25$733.26M22.9%
Rest$959.31M29.9%

Top 3 weight

28.4%

Top 10 weight

47.2%

Voting Authority Distribution

Total shares with voting rights: 59.66M

Sole

Full voting authority

59.66M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole94
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings94
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares1.01M
TypeSH
Market value$656.84M
20.50%
Sole
1.01M
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares833.20K
TypeSH
Market value$141.36M
4.41%
Sole
833.20K
Shared
0.00
None
0.00

AMERICAN WTR WKS CO INC NEW

SOLE
COM
Shares817.90K
TypeSH
Market value$111.31M
3.47%
Sole
817.90K
Shared
0.00
None
0.00

AMPHENOL CORP

SOLE
CL A
Shares800K
TypeSH
Market value$101.08M
3.16%
Sole
800K
Shared
0.00
None
0.00

NATIONAL FUEL GAS CO

SOLE
COM
Shares1.04M
TypeSH
Market value$98.03M
3.06%
Sole
1.04M
Shared
0.00
None
0.00

CSX CORP

SOLE
COM
Shares2.35M
TypeSH
Market value$96.57M
3.01%
Sole
2.35M
Shared
0.00
None
0.00

COTERRA ENERGY INC

SOLE
COM
Shares2.71M
TypeSH
Market value$95.26M
2.97%
Sole
2.71M
Shared
0.00
None
0.00

CENOVUS ENERGY INC

SOLE
COM
Shares2.86M
TypeSH
Market value$75.88M
2.37%
Sole
2.86M
Shared
0.00
None
0.00

VISTRA CORP

SOLE
COM
Shares451.59K
TypeSH
Market value$67.89M
2.12%
Sole
451.59K
Shared
0.00
None
0.00

TE CONNECTIVITY PLC

SOLE
ORD SHS
Shares319.30K
TypeSH
Market value$66.74M
2.08%
Sole
319.30K
Shared
0.00
None
0.00

OVINTIV INC

SOLE
COM
Shares1.10M
TypeSH
Market value$65.09M
2.03%
Sole
1.10M
Shared
0.00
None
0.00

PERMIAN RESOURCES CORP

SOLE
CLASS A COM
Shares3.02M
TypeSH
Market value$64.44M
2.01%
Sole
3.02M
Shared
0.00
None
0.00

BKV CORP

SOLE
COM
Shares2.04M
TypeSH
Market value$58.19M
1.82%
Sole
2.04M
Shared
0.00
None
0.00

NISOURCE INC

SOLE
COM
Shares1.24M
TypeSH
Market value$57.99M
1.81%
Sole
1.24M
Shared
0.00
None
0.00

PUBLIC SVC ENTERPRISE GROUP

SOLE
COM
Shares665.77K
TypeSH
Market value$53.89M
1.68%
Sole
665.77K
Shared
0.00
None
0.00

H2O AMERICA

SOLE
COM
Shares895.43K
TypeSH
Market value$52.54M
1.64%
Sole
895.43K
Shared
0.00
None
0.00

BP PLC

SOLE
SPONSORED ADR
Shares948.26K
TypeSH
Market value$44.57M
1.39%
Sole
948.26K
Shared
0.00
None
0.00

AMEREN CORP

SOLE
COM
Shares402.90K
TypeSH
Market value$44.29M
1.38%
Sole
402.90K
Shared
0.00
None
0.00

DUKE ENERGY CORP NEW

SOLE
COM NEW
Shares337.73K
TypeSH
Market value$44.22M
1.38%
Sole
337.73K
Shared
0.00
None
0.00

ENTERGY CORP NEW

SOLE
COM
Shares389.56K
TypeSH
Market value$43.77M
1.37%
Sole
389.56K
Shared
0.00
None
0.00

TC ENERGY CORP

SOLE
COM
Shares690.37K
TypeSH
Market value$43.23M
1.35%
Sole
690.37K
Shared
0.00
None
0.00

PBF ENERGY INC

SOLE
CL A
Shares900K
TypeSH
Market value$42.86M
1.34%
Sole
900K
Shared
0.00
None
0.00

HUT 8 CORP

SOLE
COM
Shares906.32K
TypeSH
Market value$42.52M
1.33%
Sole
906.32K
Shared
0.00
None
0.00

SHELL PLC

SOLE
SPON ADS
Shares411.76K
TypeSH
Market value$38.29M
1.20%
Sole
411.76K
Shared
0.00
None
0.00

DTE ENERGY CO

SOLE
COM
Shares255.56K
TypeSH
Market value$37.37M
1.17%
Sole
255.56K
Shared
0.00
None
0.00
Page 1 of 4