NEXT NEXTDECADE CORP

Ownership history in Yaupon Capital Management LP  ·  21 quarters on record

AI Ownership Summary

Yaupon Capital Management LP reported NEXTDECADE CORP (NEXT) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.94% in 2023 Q4. The latest visible filing shows NEXT at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yaupon Capital Management LP's position in NEXTDECADE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NEXT was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.94% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Yaupon Capital Management LP held NEXT — position size vs. price
% of Fund (quarterly)    NEXT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 18 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,233,976 -2,766,024 -69.2% 0.24% $6.5M 2026-02-14 (Est.) $5.20
2025 Q4 ADDED 4,000,000 +643,715 +19.2% 0.76% $21.1M 2026-02-14 (Est.) $5.20
2025 Q3 ADDED 3,356,285 +2,860,585 +577.1% 0.87% $22.8M 2025-11-14 $6.06
2025 Q2 REDUCED 495,700 -3,176,699 -86.5% 0.20% $4.4M 2025-08-14 $9.97
2025 Q2 REDUCED 3,672,399 -294,982 -7.4% 1.47% $32.7M 2025-08-14 $9.97
2025 Q1 REDUCED 3,967,381 -32,619 -0.8% 1.58% $30.9M 2025-05-15 $7.70
2025 Q1 ADDED 4,000,000 +3,200,000 +400.0% 1.59% $31.1M 2025-05-15 $7.70
2024 Q4 REDUCED 800,000 -700,000 -46.7% 0.25% $6.2M 2025-02-14 $8.12
2024 Q4 REDUCED 1,500,000 -840,311 -35.9% 0.48% $11.6M 2025-02-14 $8.12
2024 Q4 ADDED 2,340,311 +1,740,611 +290.2% 0.74% $18.0M 2025-02-14 $8.12
2024 Q3 REDUCED 599,700 -3,529,481 -85.5% 0.15% $2.8M 2024-11-14 $7.27
2024 Q3 ADDED 4,129,181 +67,395 +1.7% 1.06% $19.4M 2024-11-14 $7.27
2024 Q2 ADDED 4,061,786 +2,605,886 +179.0% 1.63% $32.3M 2024-08-14 $4.84
2024 Q2 ADDED 1,455,900 +420,900 +40.7% 0.58% $11.6M 2024-08-14 $4.84
2024 Q1 REDUCED 1,035,000 -4,527,385 -81.4% 0.30% $5.9M 2024-05-15 $7.07
2024 Q1 ADDED 5,562,385 +4,527,385 +437.4% 1.59% $31.6M 2024-05-15 $7.07
2023 Q4 REDUCED 1,035,000 -3,874,537 -78.9% 0.41% $4.9M 2024-02-14 $4.96
2023 Q4 ADDED 4,909,537 +1,622,714 +49.4% 1.94% $23.4M 2024-02-14 $4.96
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NEXT

As of 2026 Q1 — sorted by position size

COLLECTIVE FAMILY OFFICE LLC 3Y 0.03%

FAQ About Yaupon Capital Management LP and NEXT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Yaupon Capital Management LP reported owning NEXT?

Yaupon Capital Management LP reported NEXT across 18 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NEXT position in Yaupon Capital Management LP's portfolio?

The largest reported portfolio weight for NEXT was 1.94% in 2023 Q4.

What is the latest reported NEXT position on this page?

The most recent filing on this page is 2025 Q4, when Yaupon Capital Management LP reported 1,233,976 shares, equal to 0.24% of portfolio, with an estimated market value of $6.5M.

What does the chart on this NEXT ownership page compare?

The chart compares Yaupon Capital Management LP's quarterly NEXT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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