Yaupon Capital Management LP

Position in MWH — SOLV Energy, Inc.

CIK 1755028 NEW YORK, NY

Position in MWH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$25,537,500

+$3,765,750 QoQ

Shares Held

750,000

+3.4% QoQ

Ownership

0.371%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#17

of 178 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Yaupon Capital Management LP holds $63,120,009 across 3 Utilities - Renewable names. MWH ranks #1 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MWH	SOLV Energy, Inc. This page	750,000	$25,537,500
2	XIFR	XPLR Infrastructure, LP	1,944,751	$22,967,509
3	FRVO	Fervo Energy Co	500,000	$14,615,000

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,537,500	750,000	+3.4%	Shares	Sole	2026-08-14
2026-03-31	$21,771,750	725,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.