Yaupon Capital Management’s Sable Offshore Corp SOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$770K	Buy	+250,000	New	+$3.18M	0.02%	117
2026 Q1	–	Sell	-449,215	Closed	-$4.05M	–	141
2025 Q4	$4.05M	Buy	449,215 +249,215	+125%	+$2.35M	0.15%	95
2025 Q3	$3.49M	Buy	+200,000	New	+$5.13M	0.13%	100

Other funds holding SOC

PGA

Pilgrim Global Advisors Reno, Nevada $466M AUM 46.9% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

CGIC

Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return

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

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

TSC

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

FCM

FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Yaupon Capital Management opened a new position in Sable Offshore Corp (SOC) in Q2 2026: 250,000 shares worth $770K. The stake represents 0.02% of the portfolio and ranks #117 among its holdings. This is a return to the name: Yaupon Capital Management previously reported a position in SOC as recently as Q4 2025.

Yaupon Capital Management first reported a position in SOC in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.05M in Q4 2025. 245 funds tracked by Wall St. Rank hold SOC as of Q2 2026.

Yaupon Capital Management held 250,000 shares of Sable Offshore Corp worth $770K as of Q2 2026.
Sable Offshore Corp was a new Yaupon Capital Management position in Q2 2026.
Sable Offshore Corp made up 0.02% of Yaupon Capital Management's portfolio in Q2 2026, its #117 holding.
Yaupon Capital Management first reported a position in Sable Offshore Corp in Q3 2025 and has held it in 3 quarters since.
Yaupon Capital Management's Sable Offshore Corp position peaked at $4.05M in Q4 2025.
245 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q2 2026.

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