Institutional Manager · CIK 0001289994
York GP, Ltd.
GRAND CAYMAN, E9 · File #028-23200
Latest AUM
$78.0M
Positions
2
Top-10 Concentration
100.0%
Filings
6
Portfolio Value Over Time
2023-12
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | TEXAS PACIFIC LAND CORPORATI | TPL | +178,900 | +$51.4M | -$59.3M |
| EXITED | AIRBNB INC | 009066101 | -50,000 | -$6.1M | $0 |
| REDUCE | LISTED FDS TR | 53656H835 | 0 | $0 | -$24,185 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $78.0M
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $92.0M
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $104.4M
- 13F HOLDINGS REPORTQ/E Mar 20252 pos · $123.2M
- 13F HOLDINGS REPORTQ/E Dec 20242 pos · $106.4M
- 13F HOLDINGS REPORTQ/E Dec 20233 pos · $83.8M
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TEXAS PACIFIC LAND CORPORATI | TPL | 270,600 | $77.7M | 99.67% |
| 2 | LISTED FDS TR | 53656H835 | 10,000 | $257,115 | 0.33% |