Yaupon Capital Management’s HF Sinclair DINO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.6M	Buy	639,708 +633,027	+9,475%	+$42.1M	0.88%	28
2026 Q1	$417K	Sell	6,681 -230,990	-97%	-$12.5M	0.01%	91
2025 Q4	$11M	Sell	237,671 -168,765	-42%	-$8.7M	0.4%	73
2025 Q3	$21.3M	Buy	+406,436	New	+$19.3M	0.81%	45
2025 Q2	–	Sell	-21,341	Closed	-$735K	–	126
2025 Q1	$702K	Buy	+21,341	New	+$748K	0.04%	84
2023 Q4	–	Sell	-142,990	Closed	-$7.8M	–	115
2023 Q3	$8.14M	Sell	142,990 -172,338	-55%	-$9.36M	0.75%	56
2023 Q2	$14.1M	Buy	+315,328	New	+$13.7M	1.79%	21
2021 Q2	–	Sell	-23,500	Closed	-$841K	–	59
2021 Q1	$841K	Sell	23,500 -35,700	-60%	-$1.19M	0.71%	36
2020 Q4	$1.53M	Buy	+59,200	New	+$1.34M	0.82%	30
2019 Q4	–	Sell	-37,200	Closed	-$2M	–	36
2019 Q3	$2M	Buy	+37,200	New	+$1.8M	1.35%	24
2019 Q2	–	Sell	-44,350	Closed	-$2.19M	–	43
2019 Q1	$2.19M	Buy	+44,350	New	+$2.36M	1.11%	27

Other funds holding DINO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Yaupon Capital Management increased its HF Sinclair (DINO) stake by 9,475% in Q2 2026, buying an estimated $42.1M and bringing the position to 639,708 shares worth $44.6M. The position accounts for 0.88% of the portfolio, ranked #28.

Yaupon Capital Management first reported a position in DINO in Q1 2019 and has held it in 11 quarters since. 687 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

Yaupon Capital Management held 639,708 shares of HF Sinclair worth $44.6M as of Q2 2026.
Yaupon Capital Management bought 633,027 HF Sinclair shares in Q2 2026, an estimated $42.1M.
HF Sinclair made up 0.88% of Yaupon Capital Management's portfolio in Q2 2026, its #28 holding.
Yaupon Capital Management first reported a position in HF Sinclair in Q1 2019 and has held it in 11 quarters since.
687 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

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