Yaupon Capital Management as of Dec. 31, 2018
Portfolio Holdings for Yaupon Capital Management
Yaupon Capital Management holds 27 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alliant Energy Corporation (LNT) | 10.2 | $15M | 365k | 42.25 | |
| Tallgrass Energy Gp Lp master ltd part | 9.6 | $15M | 596k | 24.34 | |
| Marathon Petroleum Corp (MPC) | 7.3 | $11M | 188k | 59.01 | |
| Cheniere Energy (LNG) | 6.9 | $10M | 176k | 59.19 | |
| Targa Res Corp (TRGP) | 5.9 | $8.8M | 245k | 36.02 | |
| Nextera Energy (NEE) | 5.3 | $8.0M | 46k | 173.81 | |
| Equitrans Midstream Corp (ETRN) | 4.5 | $6.8M | 340k | 20.02 | |
| Wpx Energy | 4.5 | $6.7M | 593k | 11.35 | |
| Delek Us Holdings (DK) | 4.4 | $6.7M | 205k | 32.51 | |
| CenterPoint Energy (CNP) | 4.4 | $6.6M | 235k | 28.23 | |
| Diamondback Energy (FANG) | 4.1 | $6.2M | 67k | 92.71 | |
| Pioneer Natural Resources | 3.8 | $5.6M | 43k | 131.52 | |
| Marathon Oil Corporation (MRO) | 3.5 | $5.4M | 373k | 14.34 | |
| Oasis Petroleum | 3.5 | $5.3M | 960k | 5.53 | |
| Parsley Energy Inc-class A | 3.4 | $5.1M | 318k | 15.98 | |
| Cimarex Energy | 3.2 | $4.9M | 79k | 61.65 | |
| EQT Corporation (EQT) | 3.1 | $4.7M | 248k | 18.89 | |
| Encana Corp | 2.8 | $4.2M | 724k | 5.78 | |
| SJW (HTO) | 2.7 | $4.1M | 74k | 55.62 | |
| Propetro Hldg (PUMP) | 1.4 | $2.2M | 177k | 12.32 | |
| El Paso Electric Company | 1.4 | $2.1M | 42k | 50.12 | |
| Tellurian (TELL) | 1.3 | $1.9M | 276k | 6.95 | |
| National Energy Services Reu (NESR) | 1.0 | $1.5M | 176k | 8.66 | |
| Extraction Oil And Gas | 0.7 | $978k | 228k | 4.29 | |
| Fts International | 0.5 | $801k | 113k | 7.11 | |
| Candj Energy Svcs | 0.3 | $527k | 39k | 13.51 | |
| Lilis Energy | 0.0 | $64k | 47k | 1.37 |
