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Yorktown Energy Partners IX L P 13F Portfolio

Portfolio Manager
Yorktown Energy Partners IX L P
Performance
-14.52% (2026 Q2)
AUM (13F)
$36.08M
# of Holdings
3
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Yorktown Energy Partners IX L P Holdings Map

Top 3 Yorktown Energy Partners IX L P Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
METC
Ramaco Resources Inc
52.7%1.44M$19.0M
-41.03%(-1.00M)
2025-Q2: 3.63M shares2025-Q3: 3.10M shares2025-Q4: 3.10M shares2026-Q1: 2.44M shares2026-Q2: 1.44M shares
$9.44(+29.74%)
2026-06-30
METCB
Ramaco Resources Inc
29.59%1.25M$10.7M
-0.00%(-1)
2025-Q2: 1.25M shares2025-Q3: 1.25M shares2025-Q4: 1.27M shares2026-Q1: 1.25M shares2026-Q2: 1.25M shares
$9.67(-33.83%)
2026-06-30
EPSN
Epsilon Energy LTD
17.71%1.18M$6.4M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.18M shares2026-Q1: 1.18M shares2026-Q2: 1.18M shares
$4.84(+11.57%)
2026-06-30

About Yorktown Energy Partners IX L P’s portfolio

Yorktown Energy Partners IX L P reports $36.08M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are METC (52.7%), METCB (29.6%) and EPSN (17.7%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +50.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
METC — 52.7% ($19.01M)METCB — 29.6% ($10.68M)EPSN — 17.7% ($6.39M)
100%in top 3
  • METC52.7%
  • METCB29.6%
  • EPSN17.7%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Trimmed
2
METCRamaco Resources Inc-41.0%
METCBRamaco Resources Inc-0.0%

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Source filings

Holdings on this page are parsed from Yorktown Energy Partners IX L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1503466). View Yorktown Energy Partners IX L P’s 13F filings on SEC

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