Yorktown Management & Research Company
Latest statistics and disclosures from Yorktown Management & Research's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LPLA, NVEE, RGEN, PERI, RMBS, and represent 8.91% of Yorktown Management & Research's stock portfolio.
- Added to shares of these 10 stocks: AEL, CHS, RRC, WCC, DRVN, ATKR, QDEL, POOL, TER, ALGN.
- Started 38 new stock positions in JEF, TX, RH, PTC, PKI, CHS, DLO, SUI, BNTX, WCC.
- Reduced shares in these 10 stocks: CACC, , PAYC, , LAD, , Twitter, ONEW, Abiomed, MGIC.
- Sold out of its positions in Abiomed, ADBE, UHAL, AAL, ACHR, AUR, BEAM, BLK, BRO, BC.
- Yorktown Management & Research was a net buyer of stock by $292k.
- Yorktown Management & Research has $82M in assets under management (AUM), dropping by 6.01%.
- Central Index Key (CIK): 0001313559
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Portfolio Holdings for Yorktown Management & Research
Yorktown Management & Research holds 181 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Lpl Financial Holdings (LPLA) | 2.8 | $2.3M | -10% | 11k | 216.17 | |
Nv5 Holding (NVEE) | 1.7 | $1.4M | 10k | 132.32 | ||
Repligen Corporation (RGEN) | 1.6 | $1.3M | 7.8k | 169.31 | ||
Perion Network Shs New (PERI) | 1.4 | $1.2M | 46k | 25.30 | ||
Rambus (RMBS) | 1.4 | $1.1M | 32k | 35.82 | ||
Novanta (NOVT) | 1.4 | $1.1M | 8.3k | 135.87 | ||
Mueller Industries (MLI) | 1.4 | $1.1M | 19k | 59.00 | ||
Cleveland-cliffs (CLF) | 1.3 | $1.0M | 64k | 16.11 | ||
Morningstar (MORN) | 1.2 | $1.0M | 4.7k | 216.59 | ||
ExlService Holdings (EXLS) | 1.1 | $932k | 5.5k | 169.43 | ||
Catalyst Pharmaceutical Partners (CPRX) | 1.1 | $930k | 50k | 18.60 | ||
TechTarget (TTGT) | 1.1 | $899k | 20k | 44.06 | ||
Lattice Semiconductor (LSCC) | 1.0 | $856k | 13k | 64.88 | ||
Bj's Wholesale Club Holdings (BJ) | 1.0 | $854k | 13k | 66.16 | ||
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Amkor Technology (AMKR) | 1.0 | $835k | 35k | 23.98 | ||
SPS Commerce (SPSC) | 1.0 | $809k | 6.3k | 128.43 | ||
United Cmnty Bks Ga Cap Stk (UCBI) | 1.0 | $784k | 23k | 33.80 | ||
First BanCorp. Com New (FBP) | 0.9 | $768k | 60k | 12.72 | ||
Dick's Sporting Goods (DKS) | 0.9 | $746k | 6.2k | 120.29 | ||
American Equity Investment Life Holding (AEL) | 0.9 | $725k | NEW | 16k | 45.62 | |
Genmab A/S Sponsored Ads (GMAB) | 0.9 | $704k | +64% | 17k | 42.38 | |
Matson (MATX) | 0.8 | $694k | 11k | 62.51 | ||
Raymond James Financial (RJF) | 0.8 | $689k | 6.5k | 106.85 | ||
Insulet Corporation (PODD) | 0.8 | $633k | 2.2k | 294.39 | ||
Tractor Supply Company (TSCO) | 0.8 | $630k | 2.8k | 224.97 | ||
Huntsman Corporation (HUN) | 0.8 | $629k | 23k | 27.48 | ||
Saia (SAIA) | 0.8 | $629k | 3.0k | 209.68 | ||
Wintrust Financial Corporation (WTFC) | 0.8 | $625k | 7.4k | 84.52 | ||
Jabil Circuit (JBL) | 0.8 | $614k | 9.0k | 68.20 | ||
Teledyne Technologies Incorporated (TDY) | 0.7 | $587k | 1.5k | 399.91 | ||
Alpha Metallurgical Resources (AMR) | 0.7 | $586k | 4.0k | 146.39 | ||
Tegna (TGNA) | 0.7 | $585k | 28k | 21.19 | ||
Etsy (ETSY) | 0.7 | $577k | 4.8k | 119.78 | ||
Descartes Sys Grp (DSGX) | 0.7 | $571k | 8.2k | 69.65 | ||
KLA-Tencor Corp. Com New (KLAC) | 0.7 | $566k | 1.5k | 377.03 | ||
Fortinet (FTNT) | 0.7 | $562k | 12k | 48.89 | ||
Vulcan Materials Company (VMC) | 0.7 | $560k | 3.2k | 175.11 | ||
WNS Holdings Spon Adr (WNS) | 0.7 | $560k | 7.0k | 79.99 | ||
Tyler Technologies (TYL) | 0.7 | $532k | 1.7k | 322.41 | ||
Chico's FAS (CHS) | 0.7 | $532k | NEW | 108k | 4.92 | |
Qualys (QLYS) | 0.6 | $528k | 4.7k | 112.23 | ||
FTI Consulting (FCN) | 0.6 | $524k | 3.3k | 158.80 | ||
Store Capital Corp reit (STOR) | 0.6 | $523k | 16k | 32.06 | ||
Genpact SHS (G) | 0.6 | $519k | 11k | 46.32 | ||
CBRE Group Cl A (CBRE) | 0.6 | $516k | 6.7k | 76.96 | ||
Ingersoll Rand (IR) | 0.6 | $507k | 9.7k | 52.25 | ||
Ufp Industries (UFPI) | 0.6 | $499k | 6.3k | 79.25 | ||
Alaska Air (ALK) | 0.6 | $498k | 12k | 42.94 | ||
Tenet Healthcare Corp. Com New (THC) | 0.6 | $498k | 10k | 48.79 | ||
Range Resources (RRC) | 0.6 | $495k | NEW | 20k | 25.02 | |
Paylocity Holding Corporation (PCTY) | 0.6 | $495k | 2.6k | 194.26 | ||
Synopsys (SNPS) | 0.6 | $485k | 1.5k | 319.29 | ||
Generac Holdings (GNRC) | 0.6 | $483k | +220% | 4.8k | 100.66 | |
Berry Plastics (BERY) | 0.6 | $480k | 8.0k | 60.43 | ||
Franklin Electric (FELE) | 0.6 | $479k | 6.0k | 79.75 | ||
Icon SHS (ICLR) | 0.6 | $476k | 2.5k | 194.25 | ||
Globus Medical Cl A (GMED) | 0.6 | $475k | 6.4k | 74.27 | ||
Logitech International SHS (LOGI) | 0.6 | $467k | 7.5k | 62.25 | ||
Nutrien (NTR) | 0.6 | $460k | 6.3k | 73.03 | ||
Monolithic Power Systems (MPWR) | 0.6 | $460k | 1.3k | 353.61 | ||
WESCO International (WCC) | 0.6 | $451k | NEW | 3.6k | 125.20 | |
Kkr & Co (KKR) | 0.6 | $450k | 9.7k | 46.42 | ||
Lci Industries (LCII) | 0.5 | $444k | 4.8k | 92.45 | ||
Intellia Therapeutics (NTLA) | 0.5 | $443k | -17% | 13k | 34.89 | |
PennantPark Investment (PNNT) | 0.5 | $441k | 77k | 5.75 | ||
Driven Brands Hldgs (DRVN) | 0.5 | $437k | NEW | 16k | 27.31 | |
Winnebago Industries (WGO) | 0.5 | $432k | 8.2k | 52.70 | ||
Atkore Intl (ATKR) | 0.5 | $431k | NEW | 3.8k | 113.42 | |
Lithia Motors (LAD) | 0.5 | $430k | -52% | 2.1k | 204.74 | |
Kenon Holdings SHS (KEN) | 0.5 | $429k | +116% | 13k | 33.00 | |
Quidel Corp (QDEL) | 0.5 | $428k | NEW | 5.0k | 85.67 | |
Pool Corporation (POOL) | 0.5 | $426k | NEW | 1.4k | 302.33 | |
Five Below (FIVE) | 0.5 | $425k | 2.4k | 176.87 | ||
Teradyne (TER) | 0.5 | $424k | NEW | 4.9k | 87.35 | |
Veeva Systems Cl A Com (VEEV) | 0.5 | $421k | 2.6k | 161.38 | ||
Commercial Metals Company (CMC) | 0.5 | $420k | 8.7k | 48.30 | ||
Stonex Group (SNEX) | 0.5 | $419k | 4.4k | 95.30 | ||
TravelCenters of America Com New (TA) | 0.5 | $417k | 9.3k | 44.78 | ||
Trade Desk, Inc./The Com Cl A (TTD) | 0.5 | $416k | +159% | 9.3k | 44.83 | |
Pulte (PHM) | 0.5 | $414k | 9.1k | 45.53 | ||
Penumbra (PEN) | 0.5 | $412k | 1.9k | 222.46 | ||
Texas Pacific Land Corp (TPL) | 0.5 | $410k | 175.00 | 2344.23 | ||
CyberArk Software SHS (CYBR) | 0.5 | $402k | 3.1k | 129.65 | ||
Knight-Swift Transportation Holdings Cl A (KNX) | 0.5 | $398k | 7.6k | 52.41 | ||
Bio-techne Corporation (TECH) | 0.5 | $398k | +300% | 4.8k | 82.88 | |
Wabtec Corporation (WAB) | 0.5 | $394k | 4.0k | 99.81 | ||
Cdw (CDW) | 0.5 | $393k | 2.2k | 178.58 | ||
Charles River Laboratories (CRL) | 0.5 | $392k | 1.8k | 217.90 | ||
Uranium Energy (UEC) | 0.5 | $388k | 100k | 3.88 | ||
Globant S A (GLOB) | 0.5 | $387k | 2.3k | 168.16 | ||
Medpace Hldgs (MEDP) | 0.5 | $382k | 1.8k | 212.41 | ||
Southern Copper Corporation (SCCO) | 0.5 | $381k | 6.3k | 60.39 | ||
SYNNEX Corporation (SNX) | 0.5 | $379k | 4.0k | 94.71 | ||
Arcos Dorados Holdings Shs Class -a - (ARCO) | 0.5 | $374k | 45k | 8.36 | ||
Buckle (BKE) | 0.5 | $372k | 8.2k | 45.35 | ||
Old Dominion Freight Line (ODFL) | 0.5 | $369k | 1.3k | 283.78 | ||
Landstar System (LSTR) | 0.4 | $367k | 2.3k | 162.90 | ||
Align Technology (ALGN) | 0.4 | $364k | NEW | 1.7k | 210.90 | |
Toro Company (TTC) | 0.4 | $362k | 3.2k | 113.20 | ||
Science App Int'l (SAIC) | 0.4 | $361k | 3.3k | 110.93 | ||
Concentrix Corp (CNXC) | 0.4 | $360k | 2.7k | 133.16 | ||
Docgo (DCGO) | 0.4 | $354k | NEW | 50k | 7.07 | |
Take-Two Interactive Software (TTWO) | 0.4 | $354k | +41% | 3.4k | 104.13 | |
Calix (CALX) | 0.4 | $352k | NEW | 5.2k | 68.43 | |
Trex Company (TREX) | 0.4 | $351k | NEW | 8.3k | 42.33 | |
Cirrus Logic (CRUS) | 0.4 | $350k | NEW | 4.7k | 74.48 | |
Bank Ozk (OZK) | 0.4 | $349k | 8.7k | 40.06 | ||
Rh (RH) | 0.4 | $347k | NEW | 1.3k | 267.19 | |
Steel Dynamics (STLD) | 0.4 | $347k | 3.6k | 97.70 | ||
Hologic (HOLX) | 0.4 | $344k | NEW | 4.6k | 74.81 | |
Sun Communities (SUI) | 0.4 | $343k | NEW | 2.4k | 143.00 | |
LHC (LHCG) | 0.4 | $340k | 2.1k | 161.69 | ||
Keurig Dr Pepper (KDP) | 0.4 | $339k | +41% | 9.5k | 35.66 | |
AllianceBernstein Holding Unit Ltd Partn (AB) | 0.4 | $337k | +43% | 9.8k | 34.37 | |
Ptc (PTC) | 0.4 | $336k | NEW | 2.8k | 120.04 | |
Northern Oil And Gas Inc Mn (NOG) | 0.4 | $336k | NEW | 11k | 30.82 | |
Houlihan Lokey Cl A (HLI) | 0.4 | $336k | NEW | 3.9k | 87.16 | |
STMicroelectronics NV Ny Registry (STM) | 0.4 | $334k | 9.4k | 35.57 | ||
Franco-Nevada Corporation (FNV) | 0.4 | $328k | 2.4k | 136.48 | ||
Signify Health Cl A Com (SGFY) | 0.4 | $327k | 11k | 28.66 | ||
Kulicke and Soffa Industries (KLIC) | 0.4 | $323k | 7.3k | 44.26 | ||
Mattel (MAT) | 0.4 | $323k | NEW | 18k | 17.84 | |
SandRidge Energy Com New (SD) | 0.4 | $322k | NEW | 19k | 17.03 | |
D.R. Horton (DHI) | 0.4 | $321k | 3.6k | 89.14 | ||
Carlyle Group (CG) | 0.4 | $316k | 11k | 29.84 | ||
CH Robinson Worldwide Com New (CHRW) | 0.4 | $316k | +43% | 3.5k | 91.56 | |
Tradeweb Markets Cl A (TW) | 0.4 | $315k | 4.9k | 64.93 | ||
EXACT Sciences Corporation (EXAS) | 0.4 | $315k | 6.4k | 49.51 | ||
Matador Resources (MTDR) | 0.4 | $315k | 5.5k | 57.24 | ||
CoStar (CSGP) | 0.4 | $313k | 4.1k | 77.28 | ||
Westlake Chemical Corporation (WLK) | 0.4 | $313k | 3.1k | 102.54 | ||
Dlocal Ltd./Uruguay Class A Com (DLO) | 0.4 | $308k | NEW | 20k | 15.57 | |
MarketAxess Holdings (MKTX) | 0.4 | $307k | 1.1k | 278.89 | ||
VAALCO Energy Com New (EGY) | 0.4 | $306k | NEW | 67k | 4.56 | |
Qiagen Nv Shs New (QGEN) | 0.4 | $304k | 6.1k | 49.87 | ||
Louisiana-Pacific Corporation (LPX) | 0.4 | $299k | 5.1k | 59.20 | ||
Arista Networks (ANET) | 0.4 | $297k | 2.5k | 121.35 | ||
Garmin SHS (GRMN) | 0.4 | $295k | 3.2k | 92.29 | ||
Dollar General (DG) | 0.4 | $289k | 1.2k | 246.25 | ||
Gray Television (GTN) | 0.4 | $289k | +48% | 26k | 11.19 | |
Boyd Gaming Corporation (BYD) | 0.4 | $289k | 5.3k | 54.53 | ||
Masimo Corporation (MASI) | 0.4 | $289k | 2.0k | 147.95 | ||
JD.com Spon Adr Cl A (JD) | 0.4 | $286k | -32% | 5.1k | 56.13 | |
Copart (CPRT) | 0.3 | $286k | +100% | 4.7k | 60.89 | |
Stifel Financial (SF) | 0.3 | $286k | -51% | 4.9k | 58.37 | |
Firstservice Corp (FSV) | 0.3 | $282k | 2.3k | 122.55 | ||
United Microelectronics Corp. Spon Adr New (UMC) | 0.3 | $280k | 43k | 6.53 | ||
Nexstar Media Group Common Stock (NXST) | 0.3 | $280k | 1.6k | 175.03 | ||
PerkinElmer (PKI) | 0.3 | $273k | NEW | 2.0k | 140.22 | |
Qorvo (QRVO) | 0.3 | $272k | 3.0k | 90.64 | ||
Expeditors International of Washington (EXPD) | 0.3 | $270k | 2.6k | 103.92 | ||
Oge Energy Corp (OGE) | 0.3 | $269k | NEW | 6.8k | 39.55 | |
U-Haul Holdings Com Ser N | 0.3 | $267k | NEW | 4.9k | 54.98 | |
Rollins (ROL) | 0.3 | $267k | 7.3k | 36.54 | ||
Ss&c Technologies Holding (SSNC) | 0.3 | $266k | 5.1k | 52.06 | ||
Siteone Landscape Supply (SITE) | 0.3 | $264k | 2.3k | 117.32 | ||
BioNTech SE Sponsored Ads (BNTX) | 0.3 | $263k | NEW | 1.8k | 150.22 | |
J.B. Hunt Transport Services (JBHT) | 0.3 | $262k | 1.5k | 174.36 | ||
Sabine Royalty Trust Unit Ben Int (SBR) | 0.3 | $261k | NEW | 3.1k | 85.45 | |
Fortune Brands (FBIN) | 0.3 | $260k | 4.6k | 57.11 | ||
Evercore Partners Class A (EVR) | 0.3 | $259k | NEW | 2.4k | 109.08 | |
Super Micro Computer (SMCI) | 0.3 | $257k | NEW | 3.1k | 82.10 | |
Advanced Drain Sys Inc Del (WMS) | 0.3 | $254k | NEW | 3.1k | 81.97 | |
Jefferies Finl Group (JEF) | 0.3 | $254k | NEW | 7.4k | 34.28 | |
Franklin Resources (BEN) | 0.3 | $253k | -9% | 9.6k | 26.38 | |
Ternium SA Sponsored Ads (TX) | 0.3 | $253k | NEW | 8.3k | 30.56 | |
Performance Food (PFGC) | 0.3 | $251k | NEW | 4.3k | 58.39 | |
Power Integrations (POWI) | 0.3 | $251k | -57% | 3.5k | 71.72 | |
Thor Industries (THO) | 0.3 | $251k | NEW | 3.3k | 75.49 | |
Incyte Corporation (INCY) | 0.3 | $249k | NEW | 3.1k | 80.32 | |
Intuitive Surgical Com New (ISRG) | 0.3 | $239k | NEW | 900.00 | 265.35 | |
Intercontinental Exchange (ICE) | 0.3 | $215k | -57% | 2.1k | 102.59 | |
Royalty Pharma Shs Class A (RPRX) | 0.3 | $212k | 5.4k | 39.52 | ||
Grab Holdings Class A Ord (GRAB) | 0.2 | $167k | 52k | 3.22 | ||
Genius Sports Shares Cl A (GENI) | 0.2 | $156k | 44k | 3.57 | ||
StoneCo Com Cl A (STNE) | 0.2 | $148k | 16k | 9.44 | ||
Robinhood Markets Com Cl A (HOOD) | 0.2 | $146k | 18k | 8.14 | ||
Kratos Defense & Security Solutions Com New (KTOS) | 0.2 | $135k | 13k | 10.32 | ||
Nano Dimension Sponsord Ads New (NNDM) | 0.2 | $133k | 58k | 2.30 | ||
DraftKings Com Cl A (DKNG) | 0.2 | $132k | 12k | 11.39 | ||
NU Holdings Ltd./Cayman Islands Ord Shs Cl A (NU) | 0.2 | $129k | 32k | 4.07 |
Past Filings by Yorktown Management & Research
SEC 13F filings are viewable for Yorktown Management & Research going back to 2011
- Yorktown Management & Research 2022 Q4 filed Jan. 26, 2023
- Yorktown Management & Research 2022 Q3 filed Nov. 4, 2022
- Yorktown Management & Research 2022 Q2 filed July 29, 2022
- Yorktown Management & Research 2022 Q1 filed April 29, 2022
- Yorktown Management & Research 2021 Q4 filed Feb. 9, 2022
- Yorktown Management & Research 2021 Q3 filed Nov. 4, 2021
- Yorktown Management & Research 2021 Q2 filed Aug. 3, 2021
- Yorktown Management & Research 2021 Q1 filed May 11, 2021
- Yorktown Management & Research 2020 Q4 filed Feb. 11, 2021
- Yorktown Management & Research 2020 Q3 filed Nov. 6, 2020
- Yorktown Management & Research 2020 Q2 filed Aug. 11, 2020
- Yorktown Management & Research 2020 Q1 filed April 29, 2020
- Yorktown Management & Research 2019 Q4 filed Jan. 27, 2020
- Yorktown Management & Research 2019 Q3 filed Nov. 1, 2019
- Yorktown Management & Research 2019 Q2 filed Aug. 2, 2019
- Yorktown Management & Research 2019 Q1 filed May 13, 2019