Yorktown Energy Partners XI, L.P.
New York, NY
$108m in 4 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 6.8% of the portfolio this quarter.
Value
$108m
Stocks
4
Top 10 share
100.0%
Turnover
6.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Riley Exploration PermianREPX39.2% of the fund-28%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Riley Exploration PermianREPX | 39.2% | $42m | 1,284,113 | -28% |
| Ramaco ResourcesMETC | 36.5% | $39m | 2,979,968 | Held |
| Epsilon EnergyEPSN | 14.4% | $16m | 2,869,560 | Held |
| Ramaco ResourcesMETCB | 10.0% | $11m | 1,265,591 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 6.0% since 30 June 2025.
Where the money is
Energy100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.