Yaupon Capital Management LP

Position in PAGP — Plains Gp Holdings LP

CIK 1755028 NEW YORK, NY

Position in PAGP

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

Position Value

$32,877,840

+$13,989,142 QoQ

Shares Held

1,354,670

+74.1% QoQ

Ownership

0.685%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#27

of 335 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Yaupon Capital Management LP holds $326,727,209 across 9 Oil & Gas Midstream names. PAGP ranks #6 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	1,088,549	$80,922,732
2	KNTK	Kinetik Holdings Inc.	1,002,184	$48,445,574
3	LNG	Cheniere Energy, Inc.	160,123	$38,270,998
4	DTM	DT Midstream, Inc.	258,344	$37,909,398
5	TRGP	Targa Resources Corp.	137,392	$36,840,290
6	PAGP	Plains Gp Holdings LP This page	1,354,670	$32,877,840
7	VNOM	Viper Energy, Inc.	555,319	$23,545,525
8	EE	Excelerate Energy, Inc.	390,353	$14,829,510

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,877,840	1,354,670	+74.1%	Shares	Sole	2026-08-14
2026-03-31	$18,888,698	777,953	+47.3%	Shares	Sole	2026-05-15
2024-09-30	$9,772,273	528,231	+117.6%	Shares	Sole	2024-11-14
2023-09-30	$3,912,759	242,727	+21.4%	Shares	Sole	2023-11-14
2023-03-31	$2,624,000	200,000	-14.4%	Shares	Sole	2023-11-28
2021-12-31	$2,368,916	233,621	0.0%	Shares	Sole	2022-02-14
2021-09-30	$2,518,434	233,621	+54.7%	Shares	Sole	2022-02-11
2021-06-30	$1,803,142	151,017	-54.3%	Shares	Sole	2021-08-16
2021-03-31	$3,108,739	330,717	-10.9%	Shares	Sole	2021-05-17
2020-12-31	$3,136,716	371,209	+81.2%	Shares	Sole	2021-02-16
2020-09-30	$1,247,365	204,822	-42.5%	Shares	Sole	2020-11-13
2020-06-30	$3,167,705	355,922	+76.0%	Shares	Sole	2020-08-14
2020-03-31	$1,134,342	202,200	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.