Institutional Manager · CIK 0001667954
Yorktown Energy Partners XI, L.P.
NEW YORK, NY · File #028-17860
Latest AUM
$142.9M
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 | +2,779,443 | +$12.9M | $0 |
| ADD | Ramaco Resources Inc | METCZ | +17,768 | +$208,774 | -$6.3M |
| REDUCE | Ramaco Resources Inc | METCZ | 0 | $0 | -$57.5M |
| REDUCE | Riley Exploration Permain | REPX | 0 | $0 | -$1.3M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20254 pos · $142.9M
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $194.9M
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $115.0M
- 13F HOLDINGS REPORTQ/E Mar 20253 pos · $95.7M
- 13F HOLDINGS REPORTQ/E Dec 20243 pos · $117.2M
- 13F HOLDINGS REPORTQ/E Sep 20243 pos · $115.4M
- 13F HOLDINGS REPORTQ/E Jun 20243 pos · $122.4M
- 13F HOLDINGS REPORTQ/E Mar 20244 pos · $157.8M
- 13F HOLDINGS REPORTQ/E Dec 20235 pos · $178.7M
Top 4 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Ramaco Resources Inc | METCZ | 3,786,797 | $68.2M | 47.71% |
| 2 | Riley Exploration Permain | REPX | 1,784,113 | $47.1M | 32.97% |
| 3 | Ramaco Resources Inc | METCZ | 1,252,527 | $14.7M | 10.30% |
| 4 | Epsilon Energy Ltd | EPSN | 2,779,443 | $12.9M | 9.03% |