Yaupon Capital Management’s XPLR Infrastructure LP XIFR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.7M	Buy	2,133,787 +1,018,247	+91%	+$10.5M	1.12%	44
2025 Q4	$11.2M	Buy	1,115,540 +337,431	+43%	+$3.27M	0.55%	71
2025 Q3	$7.91M	Buy	778,109 +39,176	+5%	+$379K	0.41%	80
2025 Q2	$6.06M	Hold	738,933	–	–	0.4%	91
2025 Q1	$7.02M	Buy	+738,933	New	+$8.38M	0.52%	67
2024 Q4	–	Hold	0	–	–	–	163
2023 Q4	–	Sell	-279,050	Closed	-$8.29M	–	150
2023 Q3	$8.29M	Buy	+279,050	New	+$14.1M	0.94%	54
2023 Q2	–	Sell	-66,000	Closed	-$4.01M	–	136
2023 Q1	$4.01M	Buy	+66,000	New	+$4.54M	0.63%	57
2021 Q1	–	Sell	-86,177	Closed	-$5.78M	–	77
2020 Q4	$5.78M	Buy	86,177 +59,800	+227%	+$3.85M	4.39%	6
2020 Q3	$1.58M	Sell	26,377 -60,544	-70%	-$3.58M	2.22%	21
2020 Q2	$4.46M	Sell	86,921 -88,658	-50%	-$4.29M	3.74%	11
2020 Q1	$7.55M	Buy	175,579 +111,339	+173%	+$5.9M	14.94%	1
2019 Q4	$3.38M	Buy	+64,240	New	+$3.34M	2.98%	21
2019 Q2	–	Sell	-32,544	Closed	-$1.52M	–	66
2019 Q1	$1.52M	Buy	+32,544	New	+$1.41M	0.95%	29