Yaupon Capital Management LP

Position in WMB — Williams Companies, Inc.

CIK 1755028 NEW YORK, NY

Back to WMB Full portfolio

Position in WMB

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

Position Value

$80,922,732

+$45,902,379 QoQ

Shares Held

1,088,549

+126.2% QoQ

Ownership

0.089%

of shares outstanding

% of Portfolio

2.70%

of 13F equity value

Holder Rank

#120

of 1,824 holders

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in WMB Over Time

Shares Held

Position Value (USD)

Derivatives in WMB

reported options exposure · as of Jun 30, 2025

CallValue

$31,405,000

CallShares

500,000

PutValue

PutShares

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 Midstream

Energy · as of Jun 30, 2026

Yaupon Capital Management LP holds $326,727,209 across 9 Oil & Gas Midstream names. WMB ranks #1 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc. This page	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	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

All Filings in WMB

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,922,732	1,088,549	+126.2%	Shares	Sole	2026-08-14
2026-03-31	$35,020,353	481,181	-35.1%	Shares	Sole	2026-05-15
2025-12-31	$44,538,264	740,946	+37.1%	Shares	Sole	2026-02-17
2025-09-30	$34,235,100	540,412	+190.5%	Shares	Sole	2025-11-14
2025-06-30	$31,405,000	500,000	—	Call	Sole	2025-08-14
2020-03-31	$2,631,900	186,000	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.