Position in NFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$120,418,105
+$22,392,268 QoQ
Shares Held
1,559,618
+49.5% QoQ
Ownership
1.64%
of shares outstanding
% of Portfolio
4.02%
of 13F equity value
Holder Rank
#11
of 649 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NFG Over Time
Shares Held
Position Value (USD)
Derivatives in NFG
reported options exposure · as of Jun 30, 2026CallValue
$23,163,000
CallShares
300,000
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 Integrated
Energy · as of Jun 30, 2026Yaupon Capital Management LP holds $249,499,013 across 4 Oil & Gas Integrated names. NFG ranks #1 (48.3% of the industry book) .
All Filings in NFG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,163,000 | 300,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $120,418,105 | 1,559,618 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $98,025,837 | 1,043,272 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $88,544,678 | 1,105,979 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,451,651 | 178,106 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $40,050,040 | 472,790 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,581,141 | 234,640 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,204,000 | 300,000 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $34,504,104 | 568,624 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,268,049 | 350,900 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $23,501,891 | 387,756 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $28,389,761 | 523,893 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $16,257,000 | 300,000 | Call | Sole | 2024-08-14 | |
| 2024-03-31 | $10,063,797 | 187,338 | Shares | Sole | 2024-05-15 | |
| 2024-03-31 | $16,116,000 | 300,000 | Call | Sole | 2024-05-15 | |
| 2021-03-31 | $829,834 | 16,600 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $1,880,940 | 46,340 | Shares | Sole | 2020-11-13 | |
| 2020-03-31 | $3,729,000 | 100,000 | Put | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||