Yaupon Capital Management LP FSLR — FIRST SOLAR INC

Ownership history in Yaupon Capital Management LP  ·  11 quarters on record

AI Ownership Summary

Yaupon Capital Management LP reported FIRST SOLAR INC (FSLR) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.7% in 2026 Q2. The latest visible filing shows FSLR at 1.27% 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.

What this FSLR 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 FIRST SOLAR INC, 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
2026 Q2

FSLR was reported at 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.7% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

FSLR stock page Yaupon Capital Management LP fund profile Yaupon Capital Management LP full holdings
How Yaupon Capital Management LP held FSLR — position size vs. price
% of Fund (quarterly)    FSLR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 272,379 -92,621 -25.4% 1.27% $64.3M 2026-08-14 $225.56
2026 Q2 ADDED — — — 365,000 +225,000 +160.7% 1.70% $86.1M 2026-08-14 $225.56
2025 Q4 REDUCED 19.3% -24.5% ✅ 140,000 -33,588 -19.3% 1.32% $36.6M 2026-02-17 $226.05
2025 Q3 ADDED — — — 173,588 +89,186 +105.7% 1.46% $38.3M 2025-11-14 $253.08
2025 Q2 REDUCED 15.6% +35.0% ❌ 84,402 -15,598 -15.6% 0.63% $14.0M 2025-08-14 $180.05
2025 Q2 REDUCED — — — 100,000 -201 -0.2% 0.74% $16.6M 2025-08-14 $180.05
2025 Q1 REDUCED 47.4% +30.9% ❌ 100,201 -90,333 -47.4% 0.65% $12.7M 2025-05-15 $186.18
2024 Q4 ADDED — — — 190,534 +105,436 +123.9% 1.39% $33.6M 2025-02-14 $159.76
2024 Q3 ADDED — — — 85,098 +34,023 +66.6% 1.15% $21.2M 2024-11-14 $195.14
2024 Q2 REDUCED 9.1% +10.6% ❌ 51,075 -5,125 -9.1% 0.58% $11.5M 2024-08-14 $225.54
2024 Q2 INITIATED — — — 56,200 — — 0.64% $12.7M 2024-08-14 $225.54

🏢 Other funds also holding FSLR

As of 2026 Q2 — sorted by position size

Clean Energy Transition LLP 3Y 21.0% Hill City Capital, LP 3Y 15.84% Acuitas Investments, LLC 3Y 7Y 15.45% FARLEY CAPITAL L.P. 3Y 7Y 9.68% HILLMAN CO 3Y 7Y 7.4% Redwood Grove Capital, LLC 3Y 5.09% Triodos Investment Management BV 3Y 7Y 4.61% NIA IMPACT ADVISORS, LLC 3Y 4.26% ARP Global Capital Ltd 4.23% Lightrock Netherlands B.V. 4.08%

FAQ About Yaupon Capital Management LP and FSLR

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 FSLR?

Yaupon Capital Management LP reported FSLR across 11 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

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

The largest reported portfolio weight for FSLR was 1.70% in 2026 Q2.

What is the latest reported FSLR position on this page?

The most recent filing on this page is 2026 Q2, when Yaupon Capital Management LP reported 272,379 shares, equal to 1.27% of portfolio, with an estimated market value of $64.3M.

What does the chart on this FSLR ownership page compare?

The chart compares Yaupon Capital Management LP's quarterly FSLR 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.

How well did Yaupon Capital Management LP time their FSLR position?

Based on 13F filing dates vs. subsequent FSLR price moves, Yaupon Capital Management LP correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on FSLR relative to SPY over the holding period was -17.2%.

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