Yorktown Management & Research CO Inc Portfolio Holdings

Yorktown Management & Research CO Inc

  • $86.9 Million
  • Q1 2025

Yorktown Management & Research CO Inc has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $86.9 Million distributed in 206 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lpl Financial Holdings Inc. with a value of $1.73M, Axon Enterprise, Inc. with a value of $1.39M, Cyber Ark Software Ltd. with a value of $1.37M, Comfort Systems Usa Inc with a value of $1.26M, and Mueller Industries Inc with a value of $1.1M.

Examining the 13F form we can see an decrease of $12.5M in the current position value, from $99.4M to 86.9M.

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

Portfolio value $86.9 Million
Technology: $20.8 Million
Industrials: $19.4 Million
Financial Services: $15.1 Million
Consumer Cyclical: $8.8 Million
Healthcare: $7.43 Million
Basic Materials: $5.13 Million
Consumer Defensive: $4.2 Million
Energy: $2.54 Million
Other: $3.49 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 206
  • Current Value $86.9 Million
  • Prior Value $99.4 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 31 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Yorktown Management & Research CO Inc Portfolio

Follow Yorktown Management & Research CO Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Yorktown Management & Research CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Yorktown Management & Research CO Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email