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YORKTOWN ENERGY PARTNERS IX, L.P.

Location
NEW YORK, NY
Portfolio Value
Micro $44,955,561
Diversification
Highly concentrated
Filing Date
Global Rank
#6,980 / 8,608 ▼ 285 · as of Mar 2026
Top Industry
Coking Coal 83.8%
3Y Alpha vs SPY
-1.2%
Period ended 3 months ago
Filed May 15, 2026 · 58d
12 quarters · since Jun 2023

Clone Performance

Aug 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+66.9%
SPY
+74.4%
Annualised alpha
-1.8%
Max drawdown
−76.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
83.8%
−7.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,287
Jun 2023 → Mar 2026 · range 7,287 – 10,000
Highly concentrated−1,083

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Basic Materials 83.8% $37,679,838
Energy 16.2% $7,275,723

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
No qualifying positions this quarter.

Portfolio Positions

Export CSV View 13F filing
2 positions · $44,955,561 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History