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Yorktown Energy Partners X L P 13F Portfolio

Portfolio Manager
Yorktown Energy Partners X L P
Performance
-13.11% (2026 Q2)
AUM (13F)
$47.58M
# of Holdings
3
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Yorktown Energy Partners X L P Holdings Map

Top 3 Yorktown Energy Partners X L P Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
METC
Ramaco Resources Inc
54.76%1.97M$26.1M
+0.00%(+0)
2025-Q2: 2.93M shares2025-Q3: 2.50M shares2025-Q4: 2.50M shares2026-Q1: 1.97M shares2026-Q2: 1.97M shares
$9.44(+29.74%)
2026-06-30
EPSN
Epsilon Energy Ltd
30.21%2.66M$14.4M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.66M shares2026-Q1: 2.66M shares2026-Q2: 2.66M shares
$4.84(+11.57%)
2026-06-30
METCB
Ramaco Resources Inc
15.03%836.5K$7.2M
-0.00%(0)
2025-Q2: 835.0K shares2025-Q3: 835.8K shares2025-Q4: 847.8K shares2026-Q1: 836.5K shares2026-Q2: 836.5K shares
$9.64(-33.58%)
2026-06-30

About Yorktown Energy Partners X L P’s portfolio

Yorktown Energy Partners X L P reports $47.58M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are METC (54.8%), EPSN (30.2%) and METCB (15.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +41.65% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
METC — 54.8% ($26.06M)EPSN — 30.2% ($14.37M)METCB — 15.0% ($7.15M)
100%in top 3
  • METC54.8%
  • EPSN30.2%
  • METCB15.0%

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
1
METCBRamaco Resources Inc-0.0%

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Source filings

Holdings on this page are parsed from Yorktown Energy Partners X L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1577919). View Yorktown Energy Partners X L P’s 13F filings on SEC

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