Yorktown Management & Research Co Inc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$119.5M
Q ending 2026-03-31
Prior quarter
$125.1M
Q ending 2025-12-31
Change
-4.4% QoQ · +29.9% YoY
Positions
214
reported holdings

Largest positions

Top 100 of 214 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Comfort Systems Usa, Inc.FIXShares$4.4M3K
Ies Holdings, Inc.IESCShares$3.0M6K
Ishares Convertible Bond EtfICVTShares$2.3M23K
Spdr Bloomberg Convertible SecuritCWBShares$2.1M23K
FabrinetShares$2.0M4K
Vanguard Emerging Markets GovernmeVWOBShares$2.0M30K
Nova Ltd.Shares$1.6M4K
Mueller Industries, Inc.MLIShares$1.6M14K
Ishares Iboxx $ Investment Grade CLQDShares$1.5M14K
Palo Alto Networks, Inc.PANWShares$1.4M9K
Ftai Aviation Ltd.Shares$1.4M6K
Kla CorporationKLACShares$1.3M890
Insmed, Inc.INSMShares$1.3M8K
Stonex Group, Inc.SNEXShares$1.3M16K
Wesco International, Inc.WCCShares$1.2M5K
Arista Networks, Inc.ANETShares$1.2M10K
Axon Enterprise, Inc.AXONShares$1.1M3K
Rbc Bearings, Inc.RBCShares$1.1M2K
Camtek Ltd.Shares$1.1M7K
Gold Fields Ltd.GFIShares$1.0M23K
Penumbra, Inc.PENShares$985K3K
Woodward, Inc.WWDShares$984K3K
Ishares Preferred And Income SecurPFFShares$970K32K
Bwx Technologies, Inc.BWXTShares$961K5K
Curtiss-Wright CorporationCWShares$954K1K
Raymond James Financial, Inc.RJFShares$934K6K
Firstcash Holdings, Inc.FCFSShares$931K5K
Modine Manufacturing CompanyMODShares$899K4K
Hawkins, Inc.HWKNShares$883K6K
Primoris Services CorporationPRIMShares$880K6K
Casey'S General Stores, Inc.CASYShares$873K1K
Ha Sustainable Infrastructure CapiHASIShares$865K24K
Medpace Holdings, Inc.MEDPShares$864K2K
Interactive Brokers Group, Inc.IBKRShares$832K12K
Guardant Health, Inc.GHShares$817K9K
United States Lime & Minerals, IncUSLMShares$813K6K
Ishares Iboxx $ High Yield CorporaHYGShares$796K10K
Lumentum Holdings, Inc.LITEShares$791K1K
Installed Building Products, Inc.IBPShares$769K3K
Ceco Environmental CorporationCECOShares$769K13K
Applied Digital CorporationAPLDShares$721K30K
Monolithic Power Systems, Inc.MPWRShares$711K650
Mastec, Inc.MTZShares$708K2K
Ensign Group, Inc. (The)ENSGShares$705K4K
Celestica, Inc.CLSShares$690K2K
Texas Pacific Land CorporationTPLShares$683K1K
Performance Food Group CompanyPFGCShares$675K8K
Kkr & Company, Inc.KKRShares$666K7K
Digi International, Inc.DGIIShares$660K14K
Core & Main, Inc.CNMShares$657K13K
Saia, Inc.SAIAShares$646K2K
Ciena CorporationCIENShares$641K2K
Pampa Energia S.A.PAMShares$637K7K
Lpl Financial Holdings, Inc.LPLAShares$632K2K
Itt, Inc.ITTShares$629K3K
Esco Technologies, Inc.ESEShares$626K2K
Par Pacific Holdings, Inc.PARRShares$620K10K
Api Group CorporationAPGShares$614K15K
Zeta Global Holdings CorporationZETAShares$611K38K
Axsome Therapeutics, Inc.AXSMShares$608K4K
Rambus, Inc.RMBSShares$602K7K
Rush Street Interactive, Inc.RSIShares$585K27K
Transmedics Group, Inc.TMDXShares$577K6K
Tyler Technologies, Inc.TYLShares$565K2K
Franklin Electric Company, Inc.FELEShares$553K6K
Houlihan Lokey, Inc.HLIShares$553K4K
Globus Medical, Inc.GMEDShares$551K6K
Teledyne Technologies, Inc.TDYShares$545K900
Stifel Financial CorporationSFShares$543K7K
Spx Technologies, Inc.SPXCShares$540K3K
Dlocal Ltd./UruguayShares$538K42K
Stock Yards Bancorp, Inc.SYBTShares$537K8K
Freedom Holding CorpFRHCShares$536K4K
Sunbelt Rentals Holdings, Inc.SUNBShares$534K8K
Construction Partners, Inc.ROADShares$533K5K
Lithia Motors, Inc.LADShares$524K2K
Acm Research, Inc.ACMRShares$523K13K
Dutch Bros, Inc.BROSShares$522K10K
Krystal Biotech, Inc.KRYSShares$517K2K
Axos Financial, Inc.AXShares$511K6K
Dycom Industries, Inc.DYShares$500K1K
Eagle Materials, Inc.EXPShares$498K3K
Ringcentral, Inc.RNGShares$485K13K
Futu Holdings Ltd.FUTUShares$479K4K
Datadog, Inc.DDOGShares$472K4K
Pultegroup, Inc.PHMShares$470K4K
Azz, Inc.AZZShares$469K4K
Grupo Aeroportuario Del Sureste S.ASRShares$467K1K
Topbuild CorporationBLD*Shares$457K1K
Td Synnex CorporationSNXShares$456K3K
Tg Therapeutics, Inc.TGTXShares$455K14K
Ncr Atleos CorporationNATLShares$453K10K
Tootsie Roll Industries, Inc.TRShares$453K11K
Xometry, Inc.XMTRShares$451K11K
Calix, Inc.CALXShares$441K9K
Evolv Technologies Holdings, Inc.EVLVShares$439K73K
Interdigital, Inc.IDCCShares$438K1K
Kodiak Gas Services, Inc.KGSShares$437K8K
Zurn Elkay Water Solutions CorporaZWSShares$437K10K
Renaissancere Holdings Ltd.Shares$431K1K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.