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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23M	Sell	1,944,751 -189,036	-9%	-$2.11M	0.45%	60
2026 Q1	$22.7M	Buy	2,133,787 +1,018,247	+91%	+$10.5M	0.71%	44
2025 Q4	$11.2M	Buy	1,115,540 +337,431	+43%	+$3.27M	0.4%	71
2025 Q3	$7.91M	Buy	778,109 +39,176	+5%	+$379K	0.3%	80
2025 Q2	$6.06M	Hold	738,933	–	–	0.27%	91
2025 Q1	$7.02M	Buy	+738,933	New	+$8.38M	0.36%	67
2023 Q4	–	Sell	-279,050	Closed	-$8.29M	–	143
2023 Q3	$8.29M	Buy	+279,050	New	+$14.1M	0.77%	54
2023 Q2	–	Sell	-66,000	Closed	-$4.01M	–	131
2023 Q1	$4.01M	Buy	+66,000	New	+$4.54M	0.48%	57
2021 Q1	–	Sell	-86,177	Closed	-$5.78M	–	76
2020 Q4	$5.78M	Buy	86,177 +59,800	+227%	+$3.85M	3.11%	6
2020 Q3	$1.58M	Sell	26,377 -60,544	-70%	-$3.58M	1.92%	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	12.05%	1
2019 Q4	$3.38M	Buy	+64,240	New	+$3.34M	2.12%	21
2019 Q2	–	Sell	-32,544	Closed	-$1.52M	–	56
2019 Q1	$1.52M	Buy	+32,544	New	+$1.41M	0.77%	29

Other funds holding XIFR

ACA

Anchorage Capital Advisors New York $165M AUM 5.14% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

REAM

Ripple Effect Asset Management New York $431M AUM 68.31% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Algert Global San Francisco, California $8.43B AUM 80.94% 1-Year Est. Return

ECM

Endure Capital Management Austin, Texas $451M AUM

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

Yaupon Capital Management reduced its XPLR Infrastructure LP (XIFR) stake by 8.9% in Q2 2026, selling an estimated $2.11M and leaving 1,944,751 shares worth $23M. The position accounts for 0.45% of the portfolio, ranked #60.

Yaupon Capital Management first reported a position in XIFR in Q1 2019 and has held it in 14 quarters since. 222 funds tracked by Wall St. Rank hold XIFR as of Q2 2026.

Yaupon Capital Management held 1,944,751 shares of XPLR Infrastructure LP worth $23M as of Q2 2026.
Yaupon Capital Management sold 189,036 XPLR Infrastructure LP shares in Q2 2026, an estimated $2.11M.
XPLR Infrastructure LP made up 0.45% of Yaupon Capital Management's portfolio in Q2 2026, its #60 holding.
Yaupon Capital Management first reported a position in XPLR Infrastructure LP in Q1 2019 and has held it in 14 quarters since.
222 funds tracked by Wall St. Rank held XPLR Infrastructure LP as of Q2 2026.

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