YCM

Yaupon Capital Management Portfolio holdings

AUM $1.51B
1-Year Est. Return 16.06%
This Quarter Est. Return
1 Year Est. Return
+16.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$740M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$24.9M
2 +$24.3M
3 +$16.4M
4
CF icon
CF Industries
CF
+$15.9M
5
WLK icon
Westlake Corp
WLK
+$14.4M

Top Sells

1 +$17M
2 +$16.9M
3 +$16.1M
4
WCC icon
WESCO International
WCC
+$14.4M
5
CPAY icon
Corpay
CPAY
+$13.7M

Sector Composition

1 Energy 42.92%
2 Utilities 25.26%
3 Materials 12.38%
4 Industrials 9.42%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-65,200
127
-249,333
128
-66,000
129
-500,000
130
-166,666
131
-25,000