YORKTOWN ENERGY PARTNERS IX, L.P.
Long book
$57.5M
Q1 2026
Positions
3
Top-10 weight
100%
concentration
Last quarter
-17.1%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsYORKTOWN ENERGY PARTNERS IX, L.P. is a diversified fundamental manager, specialised in materials (87% of the long book), running a $57.5M US long book across 3 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: RAMACO RESOURCES INC-A, RAMACO RESOURCES INC-B, EPSILON ENERGY LTD.
Over the last 9 quarters its long book ran on average 3.1pp per quarter ahead of the S&P 500, beating the index in 2 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-23.1%
Q2 2024
-4.0%
Q3 2024
-10.5%
Q4 2024
-20.3%
Q1 2025
+51.5%
Q2 2025
+145.0%
Q3 2025
-43.2%
Q4 2025
-10.2%
Q1 2026
-17.1%
Sector allocation
Materials 87%
Energy 13%
Long book by quarter
What does YORKTOWN ENERGY own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 3 | $57.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 3 | $75.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 2 | $123.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 2 | $57.5M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 2 | $37.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 2 | $51.3M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 2 | $68.5M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 2 | $72.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 3 | $96.3M | canonical | SEC ↗ |