Yorkville Acquisition
MCGA on Nasdaq. Yorkville Acquisition sells shares to investors and seeks a company to merge with. Market value $173m.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
What to watch out for
See Financial services stocks that passed both tests
This is not advice. Check the numbers below.
We don't have this figure for this company.
We don't have this figure for this company.
We don't have this figure for this company.
Quality score: not known. Price score: not known. Our list needs 70 on quality and 60 on price.
$10.35 a share, 3% above its 1-year low
Over the past year the price has ranged from $10.09 to $10.83.
Prices from Monday’s close (5 October).
Five years of cash, in billions
Five-year fundamentals are not available yet.
Health checks
- Free cash flow positiveDoesn't apply to banks and insurers
- Accounting checksDoesn't apply to banks and insurers
- DebtDoesn't apply to banks and insurers
- Revenue growth, five yearsUnknown
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 31 March 2026
- Next quarterly (estimated, 10-Q)
- 11 November 2026
Who owns it
None of the long-term investors we follow own it. 53 funds in all.
Largest holders overall
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
5 investors own more than 5%.
- Yorkville Acquisition Sponsor LLCBlank-check company sponsorat least 25.9%(filed with 8 related holders)Since 26 June 2025
What they said
In connection with the organization of the Issuer, on March 5, 2025, 5,750,000 Class B Ordinary Shares (the "Founder Shares") were purchased by the Sponsor for the amount of $25,000, pursuant to a Securities Subscription Agreement, dated as of March 5, 2025, by and between the…
Read the filing - W.R. Berkley CorporationPassive investorat least 9.2%(filed with 1 related holder)Since 31 March 2026
- Mizuho Financial Group, Inc.Passive investor8.8%+1.6 ptsSince 30 June 2026
- Meteora Capital, LLCPassive investor6.0%Since 30 June 2025
- Decagon Asset Management LLPPassive investorat least 5.8%(filed with 1 related holder)Since 30 September 2025
- Anson Funds Management LPPassive investorSold down below 5%Since 31 March 2026
- Harraden Circle Investments, LLCPassive investorSold down below 5%Since 31 March 2026
- J. Goldman & Co LPPassive investorSold down below 5%Since 30 September 2025
| Holder | Stake | Since | |
|---|---|---|---|
Yorkville Acquisition Sponsor LLC Blank-check company sponsor | at least 25.9% (filed with 8 related holders) | 26 June 2025 | What they saidIn connection with the organization of the Issuer, on March 5, 2025, 5,750,000 Class B Ordinary Shares (the "Founder Shares") were purchased by the Sponsor for the amount of $25,000, pursuant to a Securities Subscription Agreement, dated as of March 5, 2025, by and between the… Read the filing |
W.R. Berkley Corporation Passive investor | at least 9.2% (filed with 1 related holder) | 31 March 2026 | |
Mizuho Financial Group, Inc. Passive investor | 8.8%+1.6 pts | 30 June 2026 | |
Meteora Capital, LLC Passive investor | 6.0% | 30 June 2025 | |
Decagon Asset Management LLP Passive investor | at least 5.8% (filed with 1 related holder) | 30 September 2025 | |
Anson Funds Management LP Passive investor | Sold down below 5% | 31 March 2026 | |
Harraden Circle Investments, LLC Passive investor | Sold down below 5% | 31 March 2026 | |
J. Goldman & Co LP Passive investor | Sold down below 5% | 30 September 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 31 Mar 2026, plus the 10-Q filed 12 Aug 2026 and 3 later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
What could go wrong
Cheap for a reason is the question the numbers cannot answer.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.