Yorktown Energy Partners XI, L.P.
Yorktown Energy Partners XI, L.P. reported 4 US-listed holdings worth $108.1 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Riley Exploration Permian in (39.2%), Ramaco Res Inc. (36.5%) and Epsilon Energy Ltd (14.4%). Against the quarter before, it opened 0 positions, added to 1, trimmed 1 and sold out of 0.
The 4 largest of its 4 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +20.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 1
- Ramaco Res Inc. METCB+14,978 shares · +1%
Trimmed 1
- Riley Exploration Permian in REPX-500,000 shares · -28%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Riley Exploration Permian in REPX | 1.3M | $42.3 million | 39.15% | -500.0K |
| Ramaco Res Inc. METC | 3.0M | $39.4 million | 36.47% | no change |
| Epsilon Energy Ltd EPSN | 2.9M | $15.5 million | 14.36% | no change |
| Ramaco Res Inc. METCB | 1.3M | $10.8 million | 10.01% | +15.0K |