YCM
MWH

Yaupon Capital Management’s SOLV Energy Inc MWH Stock Holding History

Yaupon Capital Management’s Portfolio MWH Stock Details MWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.5M Buy
750,000
+25,000
+3% +$907K 0.5% 57
2026
Q1 		$21.8M Buy
+725,000
New +$21.5M 0.68% 48

Other funds holding MWH

AS
American Securities New York $3.75B AUM 23.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Yaupon Capital Management increased its SOLV Energy Inc (MWH) stake by 3.4% in Q2 2026, buying an estimated $907K and bringing the position to 750,000 shares worth $25.5M. The position accounts for 0.5% of the portfolio, ranked #57.

Yaupon Capital Management first reported a position in MWH in Q1 2026 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold MWH as of Q2 2026.

  • Yaupon Capital Management held 750,000 shares of SOLV Energy Inc worth $25.5M as of Q2 2026.
  • Yaupon Capital Management bought 25,000 SOLV Energy Inc shares in Q2 2026, an estimated $907K.
  • SOLV Energy Inc made up 0.5% of Yaupon Capital Management's portfolio in Q2 2026, its #57 holding.
  • Yaupon Capital Management first reported a position in SOLV Energy Inc in Q1 2026 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held SOLV Energy Inc as of Q2 2026.

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