StockDriftsStockDriftsTop 50 Yorktown Management & Research CO INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FIX | Comfort Systems USA, Inc. | 3.27% | 3.0K | $4.9M | +0.00%(+0) | $260.50(+415.67%) | 2026-09-30 | |
| IESC | IES Holdings, Inc. | 2.36% | 11.0K | $3.5M | +0.00%(+0) | $38.70(+480.63%) | 2026-09-30 | |
| GH | Guardant Health, Inc. | 1.49% | 12.5K | $2.2M | +0.00%(+0) | $81.29(+127.18%) | 2026-09-30 | |
| ANET | Arista Networks, Inc. | 1.33% | 9.8K | $2.0M | +0.00%(+0) | $25.83(+624.35%) | 2026-09-30 | |
| KLAC | KLA Corporation | 1.16% | 8.9K | $1.7M | +0.00%(+0) | $10.45(+1420.97%) | 2026-09-30 | |
| ICVT | iShares Convertible Bond ETF | 1.13% | 15.0K | $1.7M | -25.00%(-5.00K) | $95.08(+12.74%) | 2026-09-30 | |
| CECO | CECO Environmental Corporation | 1.13% | 24.3K | $1.7M | +41.26%(+7.10K) | $62.01(-11.21%) | 2026-09-30 | |
| WCC | WESCO International, Inc. | 1.09% | 4.5K | $1.6M | +0.00%(+0) | $130.84(+166.94%) | 2026-09-30 | |
| VWOB | Vanguard Emerging Markets Government Bond ETF | 1.05% | 25.0K | $1.6M | -16.67%(-5.00K) | $66.38(-3.93%) | 2026-09-30 | |
| SNEX | StoneX Group, Inc. | 1.02% | 23.6K | $1.5M | +0.00%(+0) | $31.79(+75.40%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.76% | +59.18% | +5.37% | +29.92% |
| Top 20 Holdings Unweighted | +15.00% | +52.10% | +5.39% | +30.04% |
Yorktown Management & Research CO INC reports $149.68M in US-listed equity holdings across 252 positions in its most recent 13F filing. Its largest disclosed positions are FIX (3.3%), IESC (2.4%) and GH (1.5%). The top 20 holdings account for 23.22% of reported assets. Its disclosed equity book has returned +59.18% on a three-year cumulative basis. 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 Yorktown Management & Research CO INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1313559). View Yorktown Management & Research CO INC’s 13F filings on SEC