Yaupon Capital Management’s Infinity Natural Resources INR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.31M	Buy	654,255 +110,047	+20%	+$1.64M	0.16%	93
2026 Q1	$9.58M	Buy	544,208 +76,848	+16%	+$1.25M	0.3%	73
2025 Q4	$6.88M	Buy	467,360 +94,104	+25%	+$1.23M	0.25%	84
2025 Q3	$4.89M	Buy	373,256 +14,250	+4%	+$204K	0.19%	94
2025 Q2	$6.57M	Sell	359,006 -40,994	-10%	-$698K	0.3%	88
2025 Q1	$7.5M	Buy	+400,000	New	+$7.5M	0.38%	66

Other funds holding INR

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

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Yaupon Capital Management increased its Infinity Natural Resources (INR) stake by 20% in Q2 2026, buying an estimated $1.64M and bringing the position to 654,255 shares worth $8.31M. The position accounts for 0.16% of the portfolio, ranked #93.

Yaupon Capital Management first reported a position in INR in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.58M in Q1 2026. 127 funds tracked by Wall St. Rank hold INR as of Q2 2026.

Yaupon Capital Management held 654,255 shares of Infinity Natural Resources worth $8.31M as of Q2 2026.
Yaupon Capital Management bought 110,047 Infinity Natural Resources shares in Q2 2026, an estimated $1.64M.
Infinity Natural Resources made up 0.16% of Yaupon Capital Management's portfolio in Q2 2026, its #93 holding.
Yaupon Capital Management first reported a position in Infinity Natural Resources in Q1 2025 and has held it in 6 quarters since.
Yaupon Capital Management's Infinity Natural Resources position peaked at $9.58M in Q1 2026.
127 funds tracked by Wall St. Rank held Infinity Natural Resources as of Q2 2026.

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