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Yaupon Capital Management LP

Position in KGS — Kodiak Gas Services, Inc.

CIK 1755028 NEW YORK, NY

Position in KGS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$14,274,700
-$9,890,599 QoQ
Shares Held
190,000
-70.6% QoQ
Ownership
0.188%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#79
of 397 holders
Holding Since
Jun 2023
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in KGS Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Equipment & Services

Energy · as of Jun 30, 2026

Yaupon Capital Management LP holds $39,858,525 across 4 Oil & Gas Equipment & Services names. KGS ranks #1 (35.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KGS
Kodiak Gas Services, Inc.
This page
190,000 $14,274,700

All Filings in KGS

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,274,700 190,000
2025-12-31 $24,165,299 646,131
2025-09-30 $26,803,250 725,000
2024-09-30 $2,144,434 73,946
2023-06-30 $1,218,000 75,000