Institutional Manager · CIK 0001577919
Yorktown Energy Partners X, L.P.
New York, NY · File #028-17861
Latest AUM
$77.4M
Positions
4
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
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 |
|---|---|---|---|---|---|
| NEW | Epsilon Energy Ltd | EPSN | +2,656,705 | +$12.3M | $0 |
| ADD | Ramaco Resources Inc | METCZ | +11,744 | +$137,992 | -$4.2M |
| REDUCE | Ramaco Resources Inc | METCZ | 0 | $0 | -$38.0M |
| REDUCE | Riley Exploration Permian Inc | REPX | 0 | $0 | -$277,511 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20254 pos · $77.4M
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $107.4M
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $55.3M
- 13F HOLDINGS REPORTQ/E Mar 20253 pos · $40.3M
- 13F HOLDINGS REPORTQ/E Dec 20243 pos · $52.3M
- 13F HOLDINGS REPORTQ/E Sep 20243 pos · $55.4M
- 13F HOLDINGS REPORTQ/E Jun 20243 pos · $58.6M
- 13F HOLDINGS REPORTQ/E Mar 20244 pos · $85.5M
- 13F HOLDINGS REPORTQ/E Dec 20235 pos · $133.7M
Top 4 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Ramaco Resources Inc | METCZ | 2,502,930 | $45.1M | 58.19% |
| 2 | Epsilon Energy Ltd | EPSN | 2,656,705 | $12.3M | 15.92% |
| 3 | Riley Exploration Permian Inc | REPX | 390,860 | $10.3M | 13.33% |
| 4 | Ramaco Resources Inc | METCZ | 827,876 | $9.7M | 12.56% |