Yaupon Capital Management LP

Position in WTTR — Select Water Solutions, Inc.

CIK 1755028 NEW YORK, NY

Position in WTTR

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

Position Value

$6,630,402

New position

Shares Held

331,852

first reported quarter

Ownership

0.240%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#54

of 258 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Yaupon Capital Management LP holds $39,858,525 across 4 Oil & Gas Equipment & Services names. WTTR ranks #4 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KGS	Kodiak Gas Services, Inc.	190,000	$14,274,700
2	EROK	EagleRock Land, LLC	535,716	$11,383,965
3	NEXT	NextDecade Corp	1,003,907	$7,569,458
4	WTTR	Select Water Solutions, Inc. This page	331,852	$6,630,402

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,630,402	331,852	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.