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Yaupon Capital Management’s Viper Energy VNOM Stock Holding History

Yaupon Capital Management’s Portfolio VNOM Stock Details VNOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.5M Buy
555,319
+78,283
+16% +$3.62M 0.46% 58
2026
Q1 		$22.4M Buy
+477,036
New +$20.5M 0.7% 46
2025
Q2 		– Sell
-523,909
Closed -$23.7M – 142
2025
Q1 		$23.7M Buy
+523,909
New +$24.7M 1.21% 35
2024
Q4 		– Sell
-400,000
Closed -$18M – 136
2024
Q3 		$18M Buy
+400,000
New +$17.6M 0.98% 41
2024
Q2 		– Sell
-444,301
Closed -$17.1M – 133
2024
Q1 		$17.1M Buy
444,301
+257,491
+138% +$8.71M 0.86% 40
2023
Q4 		$5.86M Buy
+186,810
New +$5.55M 0.49% 63

Other funds holding VNOM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Yaupon Capital Management increased its Viper Energy (VNOM) stake by 16% in Q2 2026, buying an estimated $3.62M and bringing the position to 555,319 shares worth $23.5M. The position accounts for 0.46% of the portfolio, ranked #58.

Yaupon Capital Management first reported a position in VNOM in Q4 2023 and has held it in 6 quarters since. The position peaked at $23.7M in Q1 2025. 496 funds tracked by Wall St. Rank hold VNOM as of Q2 2026.

  • Yaupon Capital Management held 555,319 shares of Viper Energy worth $23.5M as of Q2 2026.
  • Yaupon Capital Management bought 78,283 Viper Energy shares in Q2 2026, an estimated $3.62M.
  • Viper Energy made up 0.46% of Yaupon Capital Management's portfolio in Q2 2026, its #58 holding.
  • Yaupon Capital Management first reported a position in Viper Energy in Q4 2023 and has held it in 6 quarters since.
  • Yaupon Capital Management's Viper Energy position peaked at $23.7M in Q1 2025.
  • 496 funds tracked by Wall St. Rank held Viper Energy as of Q2 2026.

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