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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.3M	Sell	364,866 -150,234	-29%	-$2.24M	0.1%	103
2026 Q1	$7.45M	Buy	515,100 +18,462	+4%	+$253K	0.23%	77
2025 Q4	$5.84M	Buy	496,638 +22,929	+5%	+$294K	0.21%	87
2025 Q3	$6.39M	Buy	473,709 +23,709	+5%	+$333K	0.24%	89
2025 Q2	$6.28M	Hold	450,000	–	–	0.28%	89
2025 Q1	$6.3M	Buy	+450,000	New	+$6.8M	0.32%	68
2024 Q1	–	Sell	-516,914	Closed	-$7.78M	–	120
2023 Q4	$7.78M	Sell	516,914 -365,928	-41%	-$5.73M	0.64%	56
2023 Q3	$14.1M	Buy	882,842 +755,968	+596%	+$11.5M	1.31%	30
2023 Q2	$1.87M	Sell	126,874 -677,061	-84%	-$10.5M	0.24%	71
2023 Q1	$12.2M	Sell	803,935 -46,065	-5%	-$722K	1.48%	24
2022 Q4	$14.2M	Buy	+850,000	New	+$14.9M	2.23%	13
2022 Q1	–	Sell	-116,669	Closed	-$1.59M	–	72
2021 Q4	$1.59M	Buy	+116,669	New	+$1.67M	0.89%	40

Other funds holding KRP

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

EnCap Investments Houston, Texas $322M AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Yaupon Capital Management reduced its Kimbell Royalty Partners (KRP) stake by 29% in Q2 2026, selling an estimated $2.24M and leaving 364,866 shares worth $5.3M. The position accounts for 0.1% of the portfolio, ranked #103.

Yaupon Capital Management first reported a position in KRP in Q4 2021 and has held it in 12 quarters since. The position peaked at $14.2M in Q4 2022. 212 funds tracked by Wall St. Rank hold KRP as of Q2 2026.

Yaupon Capital Management held 364,866 shares of Kimbell Royalty Partners worth $5.3M as of Q2 2026.
Yaupon Capital Management sold 150,234 Kimbell Royalty Partners shares in Q2 2026, an estimated $2.24M.
Kimbell Royalty Partners made up 0.1% of Yaupon Capital Management's portfolio in Q2 2026, its #103 holding.
Yaupon Capital Management first reported a position in Kimbell Royalty Partners in Q4 2021 and has held it in 12 quarters since.
Yaupon Capital Management's Kimbell Royalty Partners position peaked at $14.2M in Q4 2022.
212 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q2 2026.

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