Yaupon Capital Management’s Atlas Energy Solutions AESI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-325,000	Closed	-$5.8M	–	85
2025 Q1	$5.8M	Buy	+325,000	New	+$5.8M	0.3%	53
2023 Q2	–	Sell	-44,904	Closed	-$765K	–	92
2023 Q1	$765K	Buy	+44,904	New	+$765K	0.09%	85