StockDriftsStockDriftsTop 3 York GP, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | 93.04% | 268.6K | $117.6M | +0.00%(+0) | $224.93(+56.71%) | 2026-06-30 | |
| MIAX | MIAMI INTL HLDGS INC | 6.79% | 230.7K | $8.6M | new | $37.33(+14.76%) | 2026-06-30 | |
| JAPN | LISTED FDS TR | 0.18% | 10.0K | $225K | +0.00%(+0) | $28.04(-9.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.67% |
| Top 20 Holdings Unweighted | — | — | — | — | +6.78% |
York GP, Ltd. reports $126.35M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are TPL (93.0%), MIAX (6.8%) and JAPN (0.2%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +11.67% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from York GP, Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1289994). View York GP, Ltd.’s 13F filings on SEC