Yaupon Capital Management LP

Position in XE — X-Energy, Inc.

CIK 1755028 NEW YORK, NY

Position in XE

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

Position Value

$7,344,000

New position

Shares Held

400,000

first reported quarter

Ownership

0.098%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#43

of 185 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Yaupon Capital Management LP holds $112,891,243 across 6 Specialty Industrial Machinery names. XE ranks #5 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RRX	Regal Rexnord Corp	163,233	$38,880,468
2	CMI	Cummins Inc	48,996	$34,944,437
3	ROK	Rockwell Automation, Inc	28,793	$14,254,838
4	INIO	Innio N.V.	350,000	$13,842,500
5	XE	X-Energy, Inc. This page	400,000	$7,344,000
6	EROC	ERock, Inc.	250,000	$3,625,000

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,344,000	400,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.