Yorktown Management & Research Co Inc BRKR BRUKER CORP ................. COM

Ownership history in Yorktown Management & Research Co Inc  ·  17 quarters on record

AI Ownership Summary

Yorktown Management & Research Co Inc reported BRUKER CORP ................. COM (BRKR) in 17 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.32% in 2024 Q3. The latest visible filing shows BRKR at 0.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BRKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yorktown Management & Research Co Inc's position in BRUKER CORP ................. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BRKR was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Yorktown Management & Research Co Inc held BRKR — position size vs. price
% of Fund (quarterly)    BRKR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 8,400 +3,900 +86.7% 0.31% $506K 2026-07-23 $62.15
2024 Q3 REDUCED 59.1% -15.2% 4,500 -6,500 -59.1% 0.32% $311K 2024-10-25 $57.43
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Yorktown Management & Research Co Inc and BRKR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Yorktown Management & Research Co Inc reported owning BRKR?

Yorktown Management & Research Co Inc reported BRKR across 2 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported BRKR position in Yorktown Management & Research Co Inc's portfolio?

The largest reported portfolio weight for BRKR was 0.32% in 2024 Q3.

What is the latest reported BRKR position on this page?

The most recent filing on this page is 2026 Q2, when Yorktown Management & Research Co Inc reported 8,400 shares, equal to 0.31% of portfolio, with an estimated market value of $506K.

What does the chart on this BRKR ownership page compare?

The chart compares Yorktown Management & Research Co Inc's quarterly BRKR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Yorktown Management & Research Co Inc time their BRKR position?

Based on 13F filing dates vs. subsequent BRKR price moves, Yorktown Management & Research Co Inc correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on BRKR relative to SPY over the holding period was -1.1%.

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