Yaupon Capital Management LP
Position in INR — Infinity Natural Resources, Inc.
CIK 1755028
NEW YORK, NY
Position in INR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,309,038
-$1,274,464 QoQ
Shares Held
654,255
+20.2% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#9
of 126 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Yaupon Capital Management LP holds $445,827,387 across 11 Oil & Gas E&P names. INR ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVN |
Devon Energy Corp/De
|
2,102,988 | $86,895,464 | |
| 2 | OVV |
Ovintiv Inc.
|
1,540,608 | $81,113,011 | |
| 3 | BKV |
BKV Corp
|
2,768,719 | $75,752,151 | |
| 4 | PR |
Permian Resources Corp
|
3,367,361 | $61,993,116 | |
| 5 | AR |
ANTERO RESOURCES Corp
|
1,184,416 | $41,620,378 | |
| 6 | EQT |
EQT Corp
|
709,535 | $37,725,975 | |
| 7 | COP |
Conocophillips
|
220,427 | $22,915,590 | |
| 8 | TBN |
Tamboran Resources Corp
|
623,534 | $20,271,090 |
All Filings in INR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,309,038 | 654,255 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,583,502 | 544,208 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,884,212 | 467,360 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,893,386 | 373,256 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,573,399 | 359,006 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,500,000 | 400,000 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||