Yaupon Capital Management’s Kimbell Royalty Partners KRP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.45M	Buy	515,100 +18,462	+4%	+$253K	0.37%	77
2025 Q4	$5.84M	Buy	496,638 +22,929	+5%	+$294K	0.29%	87
2025 Q3	$6.39M	Buy	473,709 +23,709	+5%	+$333K	0.33%	89
2025 Q2	$6.28M	Hold	450,000	–	–	0.42%	89
2025 Q1	$6.3M	Buy	+450,000	New	+$6.8M	0.46%	68
2024 Q1	–	Sell	-516,914	Closed	-$7.78M	–	128
2023 Q4	$7.78M	Sell	516,914 -365,928	-41%	-$5.73M	0.84%	56
2023 Q3	$14.1M	Buy	882,842 +755,968	+596%	+$11.5M	1.6%	30
2023 Q2	$1.87M	Sell	126,874 -677,061	-84%	-$10.5M	0.25%	71
2023 Q1	$12.2M	Sell	803,935 -46,065	-5%	-$722K	1.92%	24
2022 Q4	$14.2M	Buy	+850,000	New	+$14.9M	2.56%	13
2022 Q1	–	Sell	-116,669	Closed	-$1.59M	–	72
2021 Q4	$1.59M	Buy	+116,669	New	+$1.67M	0.89%	40