Yorktown Management & Research CO Inc Portfolio Holdings

Yorktown Management & Research CO Inc

  • $93.2 Million
  • Q3 2024

Yorktown Management & Research CO Inc has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $93.2 Million distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Comfort Systems Usa Inc with a value of $1.52M, Mueller Industries Inc with a value of $1.44M, Lpl Financial Holdings Inc. with a value of $1.32M, Ies Holdings, Inc. with a value of $1.27M, and Eagle Materials Inc with a value of $1.27M.

Examining the 13F form we can see an increase of $3.95M in the current position value, from $89.3M to 93.2M.

Below you can find more details about Yorktown Management & Research CO Inc portfolio as well as his latest detailed transactions.

Portfolio value $93.2 Million
Industrials: $24.5 Million
Technology: $22.9 Million
Consumer Cyclical: $11.3 Million
Healthcare: $10.3 Million
Financial Services: $9.29 Million
Basic Materials: $5.9 Million
Consumer Defensive: $3.63 Million
Energy: $3.54 Million
Other: $1.94 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $93.2 Million
  • Prior Value $89.3 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 42 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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