Yaupon Capital Management LP

Position in OPAL — OPAL Fuels Inc.

CIK 1755028 NEW YORK, NY

Position in OPAL

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,967,343

+$160,507 QoQ

Shares Held

780,692

+1.8% QoQ

Ownership

0.447%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#6

of 77 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

Yaupon Capital Management LP holds $95,242,243 across 5 Utilities - Regulated Gas names. OPAL ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	1,242,895	$57,993,480
2	BKH	Black Hills Corp /Sd/	246,649	$17,119,907
3	MDU	Mdu Resources Group Inc	548,025	$11,355,078
4	SR	Spire Inc	75,176	$6,806,435
5	OPAL	OPAL Fuels Inc. This page	780,692	$1,967,343

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,967,343	780,692	+1.8%	Shares	Sole	2026-05-15
2025-12-31	$1,806,836	767,234	+3.4%	Shares	Sole	2026-02-17
2025-09-30	$1,631,905	741,775	+4.3%	Shares	Sole	2025-11-14
2025-06-30	$1,721,849	711,508	0.0%	Shares	Sole	2025-08-14
2025-03-31	$1,309,174	711,508	+1.6%	Shares	Sole	2025-05-15
2024-12-31	$2,373,183	700,054	0.0%	Shares	Sole	2025-02-14
2024-09-30	$2,555,197	700,054	+17.0%	Shares	Sole	2024-11-14
2024-06-30	$2,446,224	598,099	0.0%	Shares	Sole	2024-08-14
2024-03-31	$3,002,456	598,099	0.0%	Shares	Sole	2024-05-15
2023-12-31	$3,301,506	598,099	-9.2%	Shares	Sole	2024-02-14
2023-09-30	$5,402,898	658,890	-3.2%	Shares	Sole	2023-11-14
2023-06-30	$5,079,678	680,922	+54.5%	Shares	Sole	2023-11-28
2023-03-31	$3,071,288	440,644	+855.5%	Shares	Sole	2023-11-28
2022-12-31	$335,739	46,118	—	Shares	Sole	2023-11-28
No filing history on record for this holder in this stock.