Yaupon Capital Management LP

CIK

1755028

City

NEW YORK

State / Country

NY

Stock

PAGP — Plains Gp Holdings LP

Top Portfolio Positions

86 positions · $3,181,364,847 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
SPY	Spdr S&P 500 ETF Trust	1,010,000	$656,843,400	20.65%
XOM	Exxon Mobil Corp Energy	833,200	$141,360,712	4.44%
AWK	American Water Works Company, Inc. Utilities	817,899	$111,307,874	3.50%
APH	Amphenol Corp /De/ Technology	800,000	$101,080,000	3.18%
NFG	National Fuel Gas Co Energy	1,043,272	$98,025,837	3.08%
CSX	Csx Corp Industrials	2,352,431	$96,567,292	3.04%
CTRA	Coterra Energy Inc. Energy	2,710,826	$95,258,425	2.99%
CVE	Cenovus Energy Inc. Energy	2,860,109	$75,878,691	2.39%
VST	Vistra Corp. Utilities	451,591	$67,887,675	2.13%
TEL	TE Connectivity plc Technology	319,300	$66,740,086	2.10%

Portfolio Trend

25 quarters · across all stocks

Holdings in PAGP

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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 13F history on record for this holder in this stock.