Managing Member of the General Partner

0001755028-26-000004.txt : 20260515 0001755028-26-000004.hdr.sgml : 20260515 20260515100057 ACCESSION NUMBER: 0001755028-26-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260515 DATE AS OF CHANGE: 20260515 EFFECTIVENESS DATE: 20260515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Yaupon Capital Management LP CENTRAL INDEX KEY: 0001755028 ORGANIZATION NAME: EIN: 830878771 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19371 FILM NUMBER: 26983315 BUSINESS ADDRESS: STREET 1: 340 MADISON AVE, SUITE 300A CITY: NEW YORK STATE: NY ZIP: 10173 BUSINESS PHONE: 6467553825 MAIL ADDRESS: STREET 1: 340 MADISON AVE, SUITE 300A CITY: NEW YORK STATE: NY ZIP: 10173 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001755028 XXXXXXXX 03-31-2026 03-31-2026 false Yaupon Capital Management LP

340 MADISON AVE, SUITE 300A NEW YORK NY 10173

13F HOLDINGS REPORT 028-19371 000298556 801-114061 N Steve Pattyn Managing Member of the General Partner 646-561-9651 /s/Steve Pattyn New York NY 05-15-2026 0 98 3203518338 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AES CORP COM 00130H105 BBG001S6B1L5 33758795 2395940 SH SOLE 2395940 0 0 ALUSSA ENERGY ACQUISIT CORP *W EXP 04/10/202 G0233J118 132000 366666 SH SOLE 366666 0 0 ALUSSA ENERGY ACQUISIT CORP ORD SHS CL A G0233J100 BBG01YJGVMK3 10978798 1100080 SH SOLE 1100080 0 0 AMEREN CORP COM 023608102 BBG001S5NF24 44286438 402897 SH SOLE 402897 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 43262875 317899 SH SOLE 317899 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 68045000 500000 SH Call SOLE 500000 0 0 AMPHENOL CORP CL A 032095101 BBG001S5NSK6 101080000 800000 SH Put SOLE 800000 0 0 ASP ISOTOPES INC COM 00218A105 BBG013Y062L0 1326000 300000 SH SOLE 300000 0 0 BARRICK MNG CORP COM SHS 06849F108 BBG001S5N9P3 19190675 470475 SH SOLE 470475 0 0 BKV CORP COM 05603J108 BBG00YNGK494 58190925 2040355 SH SOLE 2040355 0 0 BLACK HILLS CORP COM 092113109 BBG001S5P6X8 17119907 246649 SH SOLE 246649 0 0 BP PLC SPONSORED ADR 055622104 BBG001S5W4F5 44568455 948265 SH SOLE 948265 0 0 CADELER A S SPON ADR 12738K109 BBG01KFX5HW7 2261986 96132 SH SOLE 96132 0 0 CANTOR EQUITY PARTNERS IV IN SHS CL A G1828E100 BBG01W7FHVM6 3180238 312094 SH SOLE 312094 0 0 CANTOR EQUITY PARTNERS V INC SHS CL A S G1828S109 BBG01WSV5YJ9 103535 10251 SH SOLE 10251 0 0 CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 75878692 2860109 SH SOLE 2860109 0 0 CENTERPOINT ENERGY INC COM 15189T107 BBG001SB10S0 28377398 657493 SH SOLE 657493 0 0 CENTURY ALUM CO COM 156431108 BBG001S766G4 12395387 211201 SH SOLE 211201 0 0 CHEMOURS CO COM 163851108 BBG005H82GC1 5973082 271134 SH SOLE 271134 0 0 CLEARWAY ENERGY INC CL A 18539C105 BBG004P33PP1 10884168 277870 SH SOLE 277870 0 0 CMS ENERGY CORP COM 125896100 BBG001S5PYJ3 35109838 452563 SH SOLE 452563 0 0 COHERENT CORP COM 19247G107 BBG001S5S6N6 27828645 116824 SH SOLE 116824 0 0 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 27715380 209965 SH SOLE 209965 0 0 CORE NATURAL RESOURCES INC COM SHS 218937100 BBG00HC115M9 11854598 113192 SH SOLE 113192 0 0 CORE SCIENTIFIC INC NEW COM 21874A106 BBG01L5GH1G3 7738838 517302 SH SOLE 517302 0 0 COTERRA ENERGY INC COM 127097103 BBG001S6H6Y4 95258426 2710826 SH SOLE 2710826 0 0 CSX CORP COM 126408103 BBG001S5Q7Q3 55517293 1352431 SH SOLE 1352431 0 0 CSX CORP COM 126408103 BBG001S5Q7Q3 41050000 1000000 SH Call SOLE 1000000 0 0 DARLING INGREDIENTS INC COM 237266101 BBG001SB7RP8 5920777 95728 SH SOLE 95728 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 BBG0112Z58K1 25191640 187062 SH SOLE 187062 0 0 DTE ENERGY CO COM 233331107 BBG001S5QN88 37367252 255555 SH SOLE 255555 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 44222104 337728 SH SOLE 337728 0 0 ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 21298962 189560 SH SOLE 189560 0 0 ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 22472000 200000 SH Call SOLE 200000 0 0 EQT CORP COM 26884L109 BBG001S5QXJ4 29339440 461022 SH SOLE 461022 0 0 EQUINOR ASA SPONSORED ADR 29446M102 BBG001SJ3R93 21100000 500000 SH Put SOLE 500000 0 0 EXCELERATE ENERGY INC CL A COM 30069T101 BBG014GJSS81 6583406 196990 SH SOLE 196990 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 141360712 833200 SH Put SOLE 833200 0 0 FLOWCO HLDGS INC COM CL A 342909108 BBG01R6F2P38 9363627 454545 SH SOLE 454545 0 0 FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 BBG01ZJ9DSC2 11708000 400000 SH SOLE 400000 0 0 H2O AMERICA COM 784305104 BBG001S5W3N8 52535171 895435 SH SOLE 895435 0 0 HENNESSY CAP INVTS CORP VIII ORD CL A G44055104 BBG01YX81P03 4915000 500000 SH SOLE 500000 0 0 HENNESSY CAP INVTS CORP VIII RIGHT 02/02/2031 G44055120 BBG021BH2Q05 95000 500000 SH SOLE 500000 0 0 HF SINCLAIR CORP COM 403949100 BBG0135B2269 416828 6681 SH SOLE 6681 0 0 HUDBAY MINERALS INC COM 443628102 BBG001SL27N7 13632757 652285 SH SOLE 652285 0 0 HUT 8 CORP COM 44812J104 BBG00390LJJ8 42515284 906316 SH SOLE 906316 0 0 IDACORP INC COM 451107106 BBG001S5S4M2 16111289 112690 SH SOLE 112690 0 0 INFINITY NAT RES INC COM CL A 456941103 BBG01Q5ST2P1 9583503 544208 SH SOLE 544208 0 0 KARBON CAP PARTNERS CORP *W EXP 12/11/203 G5225W118 147036 367499 SH SOLE 367499 0 0 KARBON CAP PARTNERS CORP ORD SHS CL A G5225W100 BBG01ZBB4QL9 14780850 1470000 SH SOLE 1470000 0 0 KIMBELL RTY PARTNERS LP UNIT 49435R102 BBG00FQH6N85 7453497 515100 SH SOLE 515100 0 0 KIRBY CORP COM 497266106 BBG001S5SKT9 21996955 165540 SH SOLE 165540 0 0 LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RS8 15595650 22192 SH SOLE 22192 0 0 LYONDELLBASELL INDUSTRIES NV SHS - 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