Yaupon Capital Management LP
Position in INR — Infinity Natural Resources, Inc.
CIK 1755028
NEW YORK, NY
Position in INR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,583,502
+$2,699,290 QoQ
Shares Held
544,208
+16.4% QoQ
Ownership
0.857%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Yaupon Capital Management LP holds $408,460,736 across 10 Oil & Gas E&P names. INR ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRA |
Coterra Energy Inc.
|
2,710,826 | $95,258,425 | |
| 2 | OVV |
Ovintiv Inc.
|
1,096,571 | $65,092,454 | |
| 3 | PR |
Permian Resources Corp
|
3,022,482 | $64,439,316 | |
| 4 | BKV |
BKV Corp
|
2,040,355 | $58,190,924 | |
| 5 | EQT |
EQT Corp
|
461,022 | $29,339,440 | |
| 6 | COP |
Conocophillips
|
209,965 | $27,715,380 | |
| 7 | TBN |
Tamboran Resources Corp
|
535,174 | $26,753,348 | |
| 8 | MTDR |
Matador Resources Co
|
389,909 | $24,634,450 |
All Filings in INR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||