StockDriftsStockDriftsTop 3 York Gp LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | 91.97% | 268.6K | $87.5M | +0.00%(+0) | $224.93(+51.34%) | 2026-09-30 | |
| MIAX | MIAMI INTL HLDGS INC | 7.77% | 220.7K | $7.4M | -4.33%(-10.00K) | $37.33(-13.18%) | 2026-09-30 | |
| JAPN | LISTED FDS TR | 0.26% | 10.0K | $251K | +0.00%(+0) | $28.04(-5.27%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -15.60% |
| Top 20 Holdings Unweighted | — | — | — | — | -1.62% |
York Gp LTD reports $95.16M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are TPL (92.0%), MIAX (7.8%) and JAPN (0.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -15.60% cumulatively over 11 quarters. Figures reflect the Q3 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