Yaupon Capital Management’s Hut 8 HUT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$42.5M	Buy	906,316 +369,794	+69%	+$20M	1.33%	24
2025 Q4	$24.6M	Buy	+536,522	New	+$23.6M	0.89%	36
2025 Q2	–	Sell	-275,000	Closed	-$4.1M	–	131
2025 Q1	$3.2M	Buy	+275,000	New	+$5.08M	0.16%	79
2022 Q3	–	Sell	-45,000	Closed	-$299K	–	95
2022 Q2	$299K	Buy	+45,000	New	+$672K	0.11%	59
2021 Q3	–	Sell	-65,080	Closed	-$1.41M	–	68
2021 Q2	$1.41M	Buy	+65,080	New	+$1.25M	0.78%	34

Other funds holding HUT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Yaupon Capital Management's HUT Position: Q1 2026 in Review

Yaupon Capital Management increased its Hut 8 (HUT) stake by 69% in Q1 2026, buying an estimated $20M and bringing the position to 906,316 shares worth $42.5M. The position accounts for 1.33% of the portfolio, ranked #24.

Yaupon Capital Management first reported a position in HUT in Q2 2021 and has held it in 5 quarters since. 331 funds tracked by Wall St. Rank hold HUT as of Q1 2026.

Yaupon Capital Management held 906,316 shares of Hut 8 worth $42.5M as of Q1 2026.
Yaupon Capital Management bought 369,794 Hut 8 shares in Q1 2026, an estimated $20M.
Hut 8 made up 1.33% of Yaupon Capital Management's portfolio in Q1 2026, its #24 holding.
Yaupon Capital Management first reported a position in Hut 8 in Q2 2021 and has held it in 5 quarters since.
331 funds tracked by Wall St. Rank held Hut 8 as of Q1 2026.

Based on Yaupon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.