YAUPON CAPITAL MANAGEMENT LP

PrivateCIK: 1755028
Location

NEW YORK, NY

120
Positions
$5.08B
Total AUM (reported)
78M
Total Shares

Allocation by class

TOTAL AUM$5.08B120 positions
COM$2.40B47.3%
TR UNIT$1.44B28.4%
20 YR TR BD ETF$152.10M3.0%
COM NEW$103.04M2.0%
COMMON STOCK$92.65M1.8%
COM SHS CL A$81.40M1.6%
CL A$77.01M1.5%

Portfolio Concentration

Top 334.3%4–1012.6%11–2518.3%Rest34.8%TOP 1047.0%0%100%
Top 3$1.74B34.3%
4–10$641.96M12.6%
11–25$927.95M18.3%
Rest$1.77B34.8%

Top 3 weight

34.3%

Top 10 weight

47.0%

Voting Authority Distribution

Total shares with voting rights: 78M

Sole

Full voting authority

78M

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)

Sole120
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings120
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares1.93M
TypeSH
Market value$1.44B
28.38%
Sole
1.93M
Shared
0.00
None
0.00

ISHARES TR

SOLE
20 YR TR BD ETF
Shares1.76M
TypeSH
Market value$152.10M
2.99%
Sole
1.76M
Shared
0.00
None
0.00

FIRST SOLAR INC

SOLE
COM
Shares637.38K
TypeSH
Market value$150.40M
2.96%
Sole
637.38K
Shared
0.00
None
0.00

NATIONAL FUEL GAS CO

SOLE
COM
Shares1.86M
TypeSH
Market value$143.58M
2.83%
Sole
1.86M
Shared
0.00
None
0.00

VISTRA CORP

SOLE
COM
Shares570.48K
TypeSH
Market value$90.50M
1.78%
Sole
570.48K
Shared
0.00
None
0.00

DEVON ENERGY CORP NEW

SOLE
COM
Shares2.10M
TypeSH
Market value$86.90M
1.71%
Sole
2.10M
Shared
0.00
None
0.00

NISOURCE INC

SOLE
COM
Shares1.75M
TypeSH
Market value$83.20M
1.64%
Sole
1.75M
Shared
0.00
None
0.00

OVINTIV INC

SOLE
COM
Shares1.54M
TypeSH
Market value$81.11M
1.60%
Sole
1.54M
Shared
0.00
None
0.00

WILLIAMS COS INC

SOLE
COM
Shares1.09M
TypeSH
Market value$80.92M
1.59%
Sole
1.09M
Shared
0.00
None
0.00

BKV CORP

SOLE
COM
Shares2.77M
TypeSH
Market value$75.75M
1.49%
Sole
2.77M
Shared
0.00
None
0.00

TALEN ENERGY CORP

SOLE
COM
Shares193.65K
TypeSH
Market value$74.41M
1.47%
Sole
193.65K
Shared
0.00
None
0.00

AIR PRODUCTS AND CHEMICALS I

SOLE
COM
Shares250K
TypeSH
Market value$73.30M
1.44%
Sole
250K
Shared
0.00
None
0.00

CENOVUS ENERGY INC

SOLE
COM
Shares2.89M
TypeSH
Market value$71.74M
1.41%
Sole
2.89M
Shared
0.00
None
0.00

ENTERGY CORP NEW

SOLE
COM
Shares615.96K
TypeSH
Market value$70.75M
1.39%
Sole
615.96K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

SOLE
ST STR UTIL ETF
Shares1.50M
TypeSH
Market value$68.01M
1.34%
Sole
1.50M
Shared
0.00
None
0.00

ONEOK INC NEW

SOLE
COM
Shares750K
TypeSH
Market value$65.20M
1.28%
Sole
750K
Shared
0.00
None
0.00

MASTEC INC

SOLE
COM
Shares150K
TypeSH
Market value$62.41M
1.23%
Sole
150K
Shared
0.00
None
0.00

PERMIAN RESOURCES CORP

SOLE
CLASS A COM
Shares3.37M
TypeSH
Market value$61.99M
1.22%
Sole
3.37M
Shared
0.00
None
0.00

PUBLIC SVC ENTERPRISE GROUP

SOLE
COM
Shares706.02K
TypeSH
Market value$57.30M
1.13%
Sole
706.02K
Shared
0.00
None
0.00

DUKE ENERGY CORP NEW

SOLE
COM NEW
Shares449.34K
TypeSH
Market value$56.88M
1.12%
Sole
449.34K
Shared
0.00
None
0.00

AMERICAN ELEC PWR CO INC

SOLE
COM
Shares412.43K
TypeSH
Market value$56.42M
1.11%
Sole
412.43K
Shared
0.00
None
0.00

FORGENT POWER SOLUTIONS INC

SOLE
COM SHS CL A
Shares1M
TypeSH
Market value$55.86M
1.10%
Sole
1M
Shared
0.00
None
0.00

LEGENCE CORP

SOLE
CL A
Shares627.26K
TypeSH
Market value$53.46M
1.05%
Sole
627.26K
Shared
0.00
None
0.00

H2O AMERICA

SOLE
COM
Shares851.85K
TypeSH
Market value$51.77M
1.02%
Sole
851.85K
Shared
0.00
None
0.00

KINETIK HOLDINGS INC

SOLE
COM NEW CL A
Shares1M
TypeSH
Market value$48.45M
0.95%
Sole
1M
Shared
0.00
None
0.00
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