Yaupon Capital Management

Yaupon Capital Management as of March 31, 2021

Portfolio Holdings for Yaupon Capital Management

Yaupon Capital Management holds 61 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Power & Digital Infra Acq Unit 99/99/9999 11.1 $13M 1.3M 10.12
Denbury 6.0 $7.0M 147k 47.89
Crestwood Equity Partners Unit Ltd Partner 4.7 $5.6M 200k 27.92
Par Pac Holdings Com New (PARR) 4.7 $5.6M 394k 14.12
Northern Genesis Acquisition Unit 99/99/9999 4.2 $4.9M 480k 10.24
EQT Corporation (EQT) 4.0 $4.8M 256k 18.58
Hess Midstream Cl A Shs (HESM) 3.8 $4.5M 200k 22.42
Star Peak Corp Ii Com Cl A 3.8 $4.4M 439k 10.11
Switchback Ii Corporation Com Cl A 3.7 $4.3M 437k 9.83
Cimarex Energy 3.5 $4.1M 69k 59.38
Alliant Energy Corporation (LNT) 3.3 $3.9M 72k 54.15
Suncor Energy (SU) 3.2 $3.7M 179k 20.92
Targa Res Corp (TRGP) 3.0 $3.5M 110k 31.75
NiSource (NI) 2.8 $3.3M 136k 24.11
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 2.6 $3.1M 331k 9.40
Macquarie Infrastructure Company 2.2 $2.6M 81k 31.81
Tpg Pace Ben Fin Corp Unit 99/99/9999 2.2 $2.5M 121k 21.04
Marathon Petroleum Corp (MPC) 2.2 $2.5M 48k 53.49
Spartan Acquisition Corp Iii Unit 99/99/9999 2.1 $2.5M 250k 10.03
Chesapeake Energy Corp (CHK) 2.1 $2.5M 58k 43.39
Devon Energy Corporation (DVN) 1.9 $2.2M 102k 21.85
Eversource Energy (ES) 1.8 $2.2M 25k 86.60
First Reserve Sustainable Gw Unit 03/05/2026 1.7 $2.0M 200k 10.00
Cenovus Energy (CVE) 1.6 $1.8M 245k 7.51
Climate Real Impact Slutins Unit 99/99/9999 1.6 $1.8M 184k 10.00
Arclight Clean Transition Cl A 1.3 $1.6M 88k 17.88
Exelon Corporation (EXC) 1.3 $1.5M 35k 43.74
Array Technologies Com Shs (ARRY) 1.3 $1.5M 50k 29.82
Alussa Energy Acquisition Shs Cl A 1.3 $1.5M 148k 10.00
Spartan Acquisition Corp Ii Unit 99/99/9999 1.2 $1.4M 120k 11.36
Ecp Environmental Gw Opt Cor Unit 03/01/2026 0.9 $1.1M 109k 10.03
Equitrans Midstream Corp (ETRN) 0.8 $922k 113k 8.16
Darling International (DAR) 0.8 $890k 12k 73.55
Switchback Ii Corporation Unit 99/99/9999 0.7 $871k 86k 10.18
Enbridge (ENB) 0.7 $855k 24k 36.38
Hollyfrontier Corp 0.7 $841k 24k 35.79
National Fuel Gas (NFG) 0.7 $830k 17k 50.00
Ivanhoe Capital Acquistin Com Cl A 0.5 $584k 59k 9.91
Sustainable Develp Acqu I Unit 02/04/2026 0.4 $479k 48k 9.96
Qell Acquisition Corp Unit 10/1/2025 0.4 $448k 42k 10.76
Tpg Pace Ben Fin Corp Cl A Com 0.3 $380k 19k 19.56
Aemetis Com New (AMTX) 0.3 $343k 14k 24.50
Clean Energy Fuels (CLNE) 0.3 $342k 25k 13.73
Altus Midstream Com New Cl A (KNTK) 0.3 $298k 5.7k 52.50
Rodgers Silicon Valley Aq Corp 0.2 $287k 22k 13.29
Star Peak Corp Ii Unit 99/99/9999 0.2 $271k 26k 10.47
Climate Change Crisis Real I *w Exp 09/15/202 0.2 $245k 75k 3.27
Black Hills Corporation (BKH) 0.2 $197k 2.9k 66.87
Star Peak Energy Transition Cl A 0.2 $181k 6.8k 26.63
Qell Acquisition Corp *w Exp 10/01/2025 0.2 $180k 104k 1.73
Switchback Ii Corporation * W Exp 01/07/202 0.1 $174k 87k 1.99
Chargepoint Holdings *w Exp 07/25/202 0.1 $174k 12k 15.15
Star Peak Energy Transition *w Exp 08/11/202 0.1 $158k 11k 14.11
Star Peak Corp Ii *w Exp 12/24/202 0.1 $154k 104k 1.49
Bonanza Creek Energy Com New 0.1 $122k 3.4k 35.67
Qell Acquisition Corp Cl A 0.1 $106k 10k 10.22
Cenovus Energy *w Exp 01/01/202 (CVE.WS) 0.1 $79k 20k 3.89
Spartan Acquisition Cl A Ord 0.1 $69k 6.6k 10.50
Climate Change Crisis Real I Cl A Com 0.1 $69k 5.0k 13.80
Sustainable Opportnts Acq *w Exp 99/99/999 0.1 $69k 76k 0.91
Brigham Minerals Cl A Com 0.0 $47k 3.2k 14.65