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Yaupon Capital Management LP

Position in CVE — Cenovus Energy Inc.

CIK 1755028 NEW YORK, NY

Position in CVE

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$75,878,691
+$2,330,497 QoQ
Shares Held
2,860,109
-34.2% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
3.79%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2020
18 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CVE Over Time

Shares Held

Position Value (USD)

Derivatives in CVE

reported options exposure · as of Jun 30, 2025
CallValue
$13,600,000
CallShares
1,000,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Integrated

Energy · as of Mar 31, 2026

Yaupon Capital Management LP holds $256,766,663 across 4 Oil & Gas Integrated names. CVE ranks #2 (29.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CVE
Cenovus Energy Inc.
This page
2,860,109 $75,878,691

All Filings in CVE

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $75,878,691 2,860,109
2025-12-31 $73,548,194 4,346,820
2025-09-30 $55,062,194 3,240,859
2025-06-30 $13,600,000 1,000,000
2025-06-30 $36,151,492 2,658,198
2025-03-31 $19,734,534 1,418,730
2024-09-30 $27,788,697 1,661,010
2024-06-30 $44,140,081 2,245,172
2024-03-31 $59,816,516 2,992,322
2023-12-31 $29,567,086 1,775,801
2023-09-30 $23,530,285 1,130,177
2023-06-30 $24,719,636 1,455,809
2023-03-31 $15,819,667 906,052
2022-12-31 $15,287,121 787,590
2022-09-30 $8,247,219 536,579
2022-06-30 $2,987,763 157,168
2022-03-31 $4,911,726 294,468
2021-03-31 $1,839,444 244,607
2020-06-30 $1,529,425 327,500