Yaupon Capital Management LP: CENX position timeline

Yaupon Capital Management LP held 223,861 CENX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 223,861 shares

   Change vs previous 13F +12,660 shares

   0.34% of the 13F portfolio, value $10,299,845.

   13F-HR 0001755028-26-000005 filed by Yaupon Capital Management LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 211,201 shares

   Change vs previous 13F +211,201 shares

   0.61% of the 13F portfolio, value $12,395,387.

   13F-HR 0001755028-26-000004 filed by Yaupon Capital Management LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -567,837 shares

   13F-HR 0001085146-25-003242 filed by Yaupon Capital Management LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 567,837 shares

   Change vs previous 13F +245,813 shares

   0.65% of the 13F portfolio, value $10,345,990.

   13F-HR 0001085146-25-001450 filed by Yaupon Capital Management LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 322,024 shares

   Change vs previous 13F not available

   0.35% of the 13F portfolio, value $5,226,450.

   13F-HR 0001085146-24-005760 filed by Yaupon Capital Management LP
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).