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Yaupon Capital Management’s Shoals Technologies Group SHLS Stock Holding History

Yaupon Capital Management’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,558,888
Closed -$13.3M – 133
2025
Q4 		$13.3M Sell
1,558,888
-1,660,528
-52% -$14.9M 0.48% 68
2025
Q3 		$23.9M Buy
3,219,416
+2,371,689
+280% +$14.6M 0.91% 41
2025
Q2 		$3.6M Buy
+847,727
New +$3.68M 0.16% 103
2024
Q4 		– Sell
-1,530,289
Closed -$8.58M – 130
2024
Q3 		$8.58M Buy
+1,530,289
New +$9.15M 0.47% 69
2024
Q2 		– Sell
-797,579
Closed -$8.92M – 131
2024
Q1 		$8.92M Buy
797,579
+373,381
+88% +$5.14M 0.45% 69
2023
Q4 		$6.59M Buy
424,198
+194,000
+84% +$2.94M 0.55% 61
2023
Q3 		$4.2M Buy
+230,198
New +$5.12M 0.39% 77
2023
Q1 		– Sell
-123,650
Closed -$3.05M – 122
2022
Q4 		$3.05M Buy
+123,650
New +$2.99M 0.48% 55

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Yaupon Capital Management sold out of Shoals Technologies Group (SHLS) in Q1 2026, closing a stake of 1,558,888 shares — an estimated $13.3M sold.

Yaupon Capital Management first reported a position in SHLS in Q4 2022 and held it in 8 quarters. The position peaked at $23.9M in Q3 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q1 2026.

  • Yaupon Capital Management reported no remaining Shoals Technologies Group position as of Q1 2026 after selling out during the quarter.
  • Yaupon Capital Management sold 1,558,888 Shoals Technologies Group shares in Q1 2026, an estimated $13.3M.
  • Yaupon Capital Management first reported a position in Shoals Technologies Group in Q4 2022 and held it in 8 quarters.
  • Yaupon Capital Management's Shoals Technologies Group position peaked at $23.9M in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2026.

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