0001013594-23-000923.txt : 20231114 0001013594-23-000923.hdr.sgml : 20231114 20231114120219 ACCESSION NUMBER: 0001013594-23-000923 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Yaupon Capital Management LP CENTRAL INDEX KEY: 0001755028 IRS NUMBER: 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: 231403013 BUSINESS ADDRESS: STREET 1: 104 W 40TH ST, FLOOR 20 CITY: NEW YORK STATE: NY ZIP: 10018 BUSINESS PHONE: 6467553825 MAIL ADDRESS: STREET 1: 104 W 40TH ST, FLOOR 20 CITY: NEW YORK STATE: NY ZIP: 10018 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001755028 XXXXXXXX 09-30-2023 09-30-2023 false Yaupon Capital Management LP

104 W 40TH ST, FLOOR 20 NEW YORK NY 10018

13F HOLDINGS REPORT 028-19371 000298556 801-114061 N Steve Pattyn 646-561-9651 /s/ Steve Pattyn New York NY 11-14-2023 0 114 1079798116 INFORMATION TABLE 2 informationtable.xml 5E ADVANCED MATERIALS INC COMMON STOCK 33830Q109 109065 48259 SH SOLE 48259 0 0 AEMETIS INC COM NEW 00770K202 134149 32325 SH SOLE 32325 0 0 AES CORP COM 00130H105 8549711 562481 SH SOLE 562481 0 0 ALLIANT ENERGY CORP COM 018802108 23364140 482232 SH SOLE 482232 0 0 ALTUS POWER INC COM CL A 02217A102 2681228 510710 SH SOLE 510710 0 0 AMEREN CORP COM 023608102 4243460 56708 SH SOLE 56708 0 0 AMERESCO INC CL A 02361E108 7220630 187257 SH SOLE 187257 0 0 ANTERO RESOURCES CORP COM 03674X106 14042881 553305 SH SOLE 553305 0 0 ANTERO RESOURCES CORP COM 03674X106 10152000 400000 SH Call SOLE 400000 0 0 APTIV PLC SHS G6095L109 4915697 49860 SH SOLE 49860 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 9040716 407423 SH SOLE 407423 0 0 BAKER HUGHES COMPANY CL A 05722G100 10639055 301219 SH SOLE 301219 0 0 BAYTEX ENERGY CORP COM 07317Q105 15435000 3500000 SH SOLE 3500000 0 0 BENSON HILL INC *W EXP 09/29/202 082490111 2807 85070 SH SOLE 85070 0 0 BP PLC SPONSORED ADR 055622104 12692803 327810 SH SOLE 327810 0 0 BUNGE LIMITED COM G16962105 6566120 60657 SH SOLE 60657 0 0 CALLON PETE CO DEL COM 13123X508 8239376 210618 SH SOLE 210618 0 0 CENOVUS ENERGY INC COM 15135U109 23530285 1130177 SH SOLE 1130177 0 0 CENTERPOINT ENERGY INC COM 15189T107 18368541 684117 SH SOLE 684117 0 0 CF INDS HLDGS INC COM 125269100 16970775 197933 SH SOLE 197933 0 0 CHART INDS INC COM 16115Q308 8571002 50680 SH SOLE 50680 0 0 CHENIERE ENERGY INC COM NEW 16411R208 27105749 163327 SH SOLE 163327 0 0 CLEAN ENERGY FUELS CORP COM 184499101 4860890 1269162 SH SOLE 1269162 0 0 CLEARWAY ENERGY INC CL C 18539C204 1330435 62875 SH SOLE 62875 0 0 CMS ENERGY CORP COM 125896100 14667070 276164 SH SOLE 276164 0 0 CONOCOPHILLIPS COM 20825C104 7721709 64455 SH SOLE 64455 0 0 COTERRA ENERGY INC COM 127097103 6145760 227200 SH SOLE 227200 0 0 CRESCENT ENERGY COMPANY CL A COM 44952J104 3958848 313200 SH SOLE 313200 0 0 CSX CORP COM 126408103 4310996 140195 SH SOLE 140195 0 0 DARLING INGREDIENTS INC COM 237266101 13816975 264693 SH SOLE 264693 0 0 DELEK US HLDGS INC NEW COM 24665A103 14225682 500728 SH SOLE 500728 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C201 178068 12130 SH SOLE 12130 0 0 DMC GLOBAL INC COM 23291C103 1566104 64001 SH SOLE 64001 0 0 DOMINION ENERGY INC COM 25746U109 17868000 400000 SH Call SOLE 400000 0 0 DOMINION ENERGY INC COM 25746U109 12580546 281633 SH SOLE 281633 0 0 DRILLING TOOLS INTL CORP COM 26205E107 40248 10320 SH SOLE 10320 0 0 DTE ENERGY CO COM 233331107 7702142 77580 SH SOLE 77580 0 0 DTE ENERGY CO COM 233331107 9928000 100000 SH Call SOLE 100000 0 0 ECOVYST INC COM 27923Q109 1785271 181430 SH SOLE 181430 0 0 ENERGY VAULT HOLDINGS INC COM 29280W109 255 100 SH SOLE 100 0 0 ENTERGY CORP NEW COM 29364G103 12542723 135597 SH SOLE 135597 0 0 EQT CORP COM 26884L109 14853984 366042 SH SOLE 366042 0 0 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107000 SH SOLE 107000 0 0 KIMBELL RTY PARTNERS LP UNIT 49435R102 14125472 882842 SH SOLE 882842 0 0 KINETIK HOLDINGS INC COM NEW CL A 02215L209 680501 20163 SH SOLE 20163 0 0 LIVENT CORP COM 53814L108 7728684 419809 SH SOLE 419809 0 0 MARATHON OIL CORP COM 565849106 14734007 550804 SH SOLE 550804 0 0 MARATHON PETE CORP COM 56585A102 30268000 200000 SH Put SOLE 200000 0 0 MYR GROUP INC DEL COM 55405W104 3908444 29003 SH SOLE 29003 0 0 NEXTDECADE CORP COM 65342K105 16828534 3286823 SH SOLE 3286823 0 0 NEXTERA ENERGY INC COM 65339F101 11458000 200000 SH Call SOLE 200000 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 8287785 279050 SH SOLE 279050 0 0 NISOURCE INC COM 65473P105 8320146 337121 SH SOLE 337121 0 0 NRG ENERGY INC COM NEW 629377508 14597385 378956 SH SOLE 378956 0 0 NUVVE HOLDING CORP COM 67079Y100 162592 479621 SH SOLE 479621 0 0 OBSIDIAN ENERGY LTD COM 674482203 1448783 176251 SH SOLE 176251 0 0 OCCIDENTAL PETE CORP COM 674599105 16672668 256977 SH SOLE 256977 0 0 ONEOK INC NEW COM 682680103 22200500 350000 SH Call SOLE 350000 0 0 ONEOK INC NEW COM 682680103 31927554 503351 SH SOLE 503351 0 0 OPAL FUELS INC CLASS A COM 68347P103 5402898 658890 SH SOLE 658890 0 0 OVINTIV INC COM 69047Q102 12695386 266878 SH SOLE 266878 0 0 PAR PAC HOLDINGS INC COM NEW 69888T207 2918723 81211 SH SOLE 81211 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 1154349 254262 SH SOLE 254262 0 0 PERMIAN RESOURCES CORP CLASS A COM 71424F105 28462430 2038856 SH SOLE 2038856 0 0 PHILLIPS 66 COM 718546104 25899053 215556 SH SOLE 215556 0 0 PHILLIPS 66 COM 718546104 12015000 100000 SH Call SOLE 100000 0 0 PIEDMONT LITHIUM INC COM 72016P105 3709965 93450 SH SOLE 93450 0 0 PIONEER NAT RES CO COM 723787107 25285392 110152 SH SOLE 110152 0 0 PIONEER NAT RES CO COM 723787107 22955000 100000 SH Call SOLE 100000 0 0 PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 3912759 242727 SH SOLE 242727 0 0 PNM RES INC COM 69349H107 13469320 301935 SH SOLE 301935 0 0 POWER & DIGITAL 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