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Yaupon Capital Management LP

Position in NEXT — NextDecade Corp

CIK 1755028 NEW YORK, NY

Position in NEXT

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$7,569,458
+$7,569,458 QoQ
Shares Held
1,003,907
Ownership
0.377%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#21
of 210 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NEXT Over Time

Shares Held

Position Value (USD)

Derivatives in NEXT

reported options exposure · as of Mar 31, 2026
CallValue
$15,801,048
CallShares
2,062,800
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 Equipment & Services

Energy · as of Jun 30, 2026

Yaupon Capital Management LP holds $39,858,525 across 4 Oil & Gas Equipment & Services names. NEXT ranks #3 (19.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 NEXT
NextDecade Corp
This page
1,003,907 $7,569,458

All Filings in NEXT

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,569,458 1,003,907
2026-03-31 $15,801,048 2,062,800
2025-12-31 $21,080,000 4,000,000
2025-12-31 $6,503,053 1,233,976
2025-09-30 $22,789,175 3,356,285
2025-06-30 $4,416,687 495,700
2025-06-30 $32,721,075 3,672,399
2025-03-31 $31,120,000 4,000,000
2025-03-31 $30,866,224 3,967,381
2024-12-31 $18,043,797 2,340,311
2024-12-31 $11,565,000 1,500,000
2024-12-31 $6,168,000 800,000
2024-09-30 $2,824,587 599,700
2024-09-30 $19,448,442 4,129,181
2024-06-30 $32,250,580 4,061,786
2024-06-30 $11,559,846 1,455,900
2024-03-31 $5,878,800 1,035,000
2024-03-31 $31,594,346 5,562,385
2023-12-31 $4,936,950 1,035,000
2023-12-31 $23,418,491 4,909,537
2023-09-30 $16,828,533 3,286,823
2023-06-30 $5,582,200 679,927
2023-03-31 $1,782,132 358,578
2021-12-31 $1,398,278 490,624