Yaupon Capital Management’s Cadeler CDLR Stock Holding History

Yaupon Capital Management’s Portfolio CDLR Stock Details CDLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.22M	Buy	101,284 +5,152	+5%	+$131K	0.04%	114
2026 Q1	$2.26M	Buy	96,132 +2,681	+3%	+$63.3K	0.07%	86
2025 Q4	$1.74M	Sell	93,451 -95,745	-51%	-$1.78M	0.06%	103
2025 Q3	$3.91M	Buy	189,196 +8,630	+5%	+$181K	0.15%	98
2025 Q2	$3.59M	Buy	180,566 +45,616	+34%	+$928K	0.16%	104
2025 Q1	$2.65M	Buy	134,950 +20,309	+18%	+$408K	0.14%	81
2024 Q4	$2.56M	Hold	114,641	–	–	0.11%	105
2024 Q3	$3.23M	Buy	114,641 +43,435	+61%	+$1.12M	0.18%	81
2024 Q2	$1.78M	Buy	+71,206	New	+$1.5M	0.09%	97

Other funds holding CDLR

Condire Management Dallas, Texas $942M AUM 83.43% 1-Year Est. Return

ValueWorks New York $479M AUM 117.71% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Yaupon Capital Management's CDLR Position: Q2 2026 in Review

Yaupon Capital Management increased its Cadeler (CDLR) stake by 5.4% in Q2 2026, buying an estimated $131K and bringing the position to 101,284 shares worth $2.22M. The position accounts for 0.04% of the portfolio, ranked #114.

Yaupon Capital Management first reported a position in CDLR in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.91M in Q3 2025. 60 funds tracked by Wall St. Rank hold CDLR as of Q2 2026.

Yaupon Capital Management held 101,284 shares of Cadeler worth $2.22M as of Q2 2026.
Yaupon Capital Management bought 5,152 Cadeler shares in Q2 2026, an estimated $131K.
Cadeler made up 0.04% of Yaupon Capital Management's portfolio in Q2 2026, its #114 holding.
Yaupon Capital Management first reported a position in Cadeler in Q2 2024 and has held it in 9 quarters since.
Yaupon Capital Management's Cadeler position peaked at $3.91M in Q3 2025.
60 funds tracked by Wall St. Rank held Cadeler as of Q2 2026.

Based on Yaupon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.