Fund Universe

Yorktown Energy Partners IX, L.P.

CIK 0001503466 · holdings for 2026Q2 (change vs 2026Q1) aum_below_min from universe
Quality Q
0.000
AUM ($M)
36
Positions
3
Turnover
0.13
Top-10 wt
100%
Herfindahl
0.397
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 3 positions · portfolio value $36M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
METC funds › Ramaco Resources Inc TRIM Common Stock 52.7% -12.8% 19.0 1,437,247 -1,000,000 0
METCB funds › Ramaco Resources Inc ADD Common Stock 29.6% +7.7% 10.7 1,248,736 +14,778 0
EPSN funds › Epsilon Energy LTD HOLD Common Stock 17.7% +5.1% 6.4 1,181,124 +0 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 36 3 0.13 100% 0.397 0.000 left
2026Q1 58 3 0.08 100% 0.493 0.682 in
2025Q4 76 3 0.10 100% 0.584 0.653 in
2025Q3 123 2 0.00 100% 0.722 0.852 in
2025Q2 57 2 0.02 100% 0.716 0.778 entered
2025Q1 37 2 0.00 100% 0.686 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status