2026 Q2 Portfolio Activity
In 2026 Q2, Yorktown Energy Partners XI, L.P. maintained a portfolio of 4 distinct positions. The fund also reduced its exposure to Riley Exploration Permain by 28.0%.
Position History
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Total Positions
4
Quarter
2026 Q2
Top Holding
REPX (39.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
Yorktown Energy Partners XI, L.P. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
REPX
Riley Explorati...
|
Energy | 39.15% | 45.95% |
#1
Prev: #1
|
6.0 |
—
|
-500,000 | -28.0% |
P
S
|
1,284,113 | $42,324,364 |
$19.84
+111.4%
|
2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
METC
Ramaco Resource...
|
Basic Materials | 36.47% | 32.55% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
2,979,968 | $39,424,978 |
$7.82
+58.8%
|
2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
EPSN
Epsilon Energy ...
|
Energy | 14.36% | 12.49% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
2,869,560 | $15,524,320 |
$4.59
+34.7%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
METCB
Ramaco Resource...
|
Basic Materials | 10.01% | 9.01% |
#4
Prev: #4
|
5.0 |
—
|
14,978 | 1.2% |
P
S
|
1,265,591 | $10,820,804 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-4 of 4 holdings