Yorktown Management & Research Co Inc Top Holdings and 13F Report (2025)

About Yorktown Management & Research Co Inc

Investment Activity

Yorktown Management & Research Co Inc has $92.01 million in total holdings as of March 31, 2025.
Yorktown Management & Research Co Inc owns shares of 206 different stocks, but just 136 companies or ETFs make up 80% of its holdings.
Approximately 10.81% of the portfolio was purchased this quarter.
About 16.82% of the portfolio was sold this quarter.
This quarter, Yorktown Management & Research Co Inc has purchased 204 new stocks and bought additional shares in 7 stocks.
Yorktown Management & Research Co Inc sold shares of 13 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

LPL Financial: $1,730,571
Axon Enterprise: $1,393,768
CyberArk Software: $1,368,900
Comfort Systems USA: $1,257,087
Mueller Industries: $1,100,223

Largest New Holdings this Quarter

185123106 - Clearwater Analytics: $408,700 Holding
29530P102 - Erie Indemnity: $366,669 Holding
G7496G103 - RenaissanceRe: $348,000 Holding
896288107 - TriNet Group: $344,694 Holding
G01125106 - Afya: $320,947 Holding

Largest Purchases this Quarter

StoneX Group: 5,700 shares (about $435.37K)
Clearwater Analytics: 15,250 shares (about $408.70K)
Erie Indemnity: 875 shares (about $366.67K)
RenaissanceRe: 1,450 shares (about $348K)
TriNet Group: 4,350 shares (about $344.69K)

Largest Sales this Quarter

Eagle Materials: 2,765 shares (about $613.64K)
Rambus: 10,800 shares (about $559.17K)
BJ's Wholesale Club: 4,260 shares (about $486.07K)
Insmed: 5,120 shares (about $390.61K)
Mueller Industries: 5,040 shares (about $383.75K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LPLA LPL Financial	$1,730,571	$130,856 ▼	-7.0%	5,290	1.9%	Finance
AXON Axon Enterprise	$1,393,768		0.0%	2,650	1.5%	Aerospace
CYBR CyberArk Software	$1,368,900	$321,100 ▲	30.6%	4,050	1.5%	Computer and Technology
FIX Comfort Systems USA	$1,257,087		0.0%	3,900	1.4%	Construction
MLI Mueller Industries	$1,100,223	$383,746 ▼	-25.9%	14,450	1.2%	Industrials
DSGX The Descartes Systems Group	$1,088,964	$262,158 ▲	31.7%	10,800	1.2%	Computer and Technology
IESC IES	$1,046,797		0.0%	6,340	1.1%	Computer and Technology
PAM Pampa Energía	$995,880		0.0%	12,900	1.1%	Utilities
TYL Tyler Technologies	$959,294		0.0%	1,650	1.0%	Computer and Technology
CPRX Catalyst Pharmaceuticals	$910,588		0.0%	37,550	1.0%	Medical
SRAD Sportradar Group	$910,202		0.0%	42,100	1.0%	Consumer Discretionary
RJF Raymond James	$895,970		0.0%	6,450	1.0%	Finance
HLNE Hamilton Lane	$832,552		0.0%	5,600	0.9%	Finance
KKR KKR & Co. Inc.	$832,392		0.0%	7,200	0.9%	Finance
PEN Penumbra	$802,230		0.0%	3,000	0.9%	Medical
SNEX StoneX Group	$801,990	$435,366 ▲	118.8%	10,500	0.9%	Finance
PCTY Paylocity	$796,195		0.0%	4,250	0.9%	Computer and Technology
IR Ingersoll Rand	$776,291		0.0%	9,700	0.8%	Industrials
Arista Networks Inc	$759,304		0.0%	9,800	0.8%	COM SHS
FN Fabrinet	$750,538		0.0%	3,800	0.8%	Computer and Technology
TW Tradeweb Markets	$720,031		0.0%	4,850	0.8%	Finance
WCC WESCO International	$706,615		0.0%	4,550	0.8%	Computer and Technology
Super Micro Computer, Inc.	$683,088		0.0%	19,950	0.7%	COM NEW
UFPI UFP Industries	$674,352		0.0%	6,300	0.7%	Construction
SFM Sprouts Farmers Market	$663,984		0.0%	4,350	0.7%	Retail/Wholesale
DORM Dorman Products	$662,970	$216,972 ▲	48.6%	5,500	0.7%	Auto/Tires/Trucks
HOOD Robinhood Markets	$661,758	$83,240 ▼	-11.2%	15,900	0.7%	Finance
BJ BJ's Wholesale Club	$654,934	$486,066 ▼	-42.6%	5,740	0.7%	Consumer Discretionary
FTAI FTAI Aviation	$643,974		0.0%	5,800	0.7%	Aerospace
SAIA Saia	$642,951		0.0%	1,840	0.7%	Transportation
CNM Core & Main	$642,523		0.0%	13,300	0.7%	Industrials
TPL Texas Pacific Land	$635,995		0.0%	480	0.7%	Energy
BROS Dutch Bros	$635,922		0.0%	10,300	0.7%	Retail/Wholesale
RBC RBC Bearings	$633,887		0.0%	1,970	0.7%	Industrials
LOGI Logitech International	$633,075		0.0%	7,500	0.7%	Computer and Technology
KNSL Kinsale Capital Group	$632,723		0.0%	1,300	0.7%	Finance
GENI Genius Sports	$627,627		0.0%	62,700	0.7%	Computer and Technology
HLI Houlihan Lokey	$621,775		0.0%	3,850	0.7%	Finance
PFGC Performance Food Group	$619,604		0.0%	7,880	0.7%	Retail/Wholesale
LAD Lithia Motors	$616,434		0.0%	2,100	0.7%	Retail/Wholesale
KLAC KLA	$605,022		0.0%	890	0.7%	Computer and Technology
GSHD Goosehead Insurance	$596,203		0.0%	5,050	0.6%	Finance
QLYS Qualys	$591,871		0.0%	4,700	0.6%	Computer and Technology
SPSC SPS Commerce	$574,721		0.0%	4,330	0.6%	Business Services
EXLS ExlService	$571,241		0.0%	12,100	0.6%	Business Services
FELE Franklin Electric	$563,280		0.0%	6,000	0.6%	Industrials
SYBT Stock Yards Bancorp	$559,386		0.0%	8,100	0.6%	Finance
USLM United States Lime & Minerals	$550,166		0.0%	6,225	0.6%	Construction
MEDP Medpace	$548,442		0.0%	1,800	0.6%	Medical
HWKN Hawkins	$545,488		0.0%	5,150	0.6%	Basic Materials
CPRT Copart	$531,946		0.0%	9,400	0.6%	Business Services
MBC MasterBrand	$530,889		0.0%	40,650	0.6%	Consumer Discretionary
MATX Matson	$529,342		0.0%	4,130	0.6%	Transportation
CASY Casey's General Stores	$520,848		0.0%	1,200	0.6%	Retail/Wholesale
JKHY Jack Henry & Associates	$520,410		0.0%	2,850	0.6%	Computer and Technology
IBKR Interactive Brokers Group	$513,329		0.0%	3,100	0.6%	Finance
GFI Gold Fields	$502,548		0.0%	22,750	0.5%	Basic Materials
WWD Woodward	$501,848		0.0%	2,750	0.5%	Aerospace
MIDD Middleby	$501,534		0.0%	3,300	0.5%	Industrials
DT Dynatrace	$499,790		0.0%	10,600	0.5%	Computer and Technology
PPC Pilgrim's Pride	$490,590		0.0%	9,000	0.5%	Consumer Staples
FRHC Freedom	$489,029		0.0%	3,700	0.5%	Finance
AAON AAON	$484,406		0.0%	6,200	0.5%	Construction
TREX Trex	$482,230		0.0%	8,300	0.5%	Construction
FTNT Fortinet	$476,487		0.0%	4,950	0.5%	Computer and Technology
EVR Evercore	$474,335		0.0%	2,375	0.5%	Finance
PATK Patrick Industries	$469,308		0.0%	5,550	0.5%	Construction
GMED Globus Medical	$468,480		0.0%	6,400	0.5%	Medical
LNTH Lantheus	$468,480	$229,360 ▲	95.9%	4,800	0.5%	Medical
BWXT BWX Technologies	$463,655		0.0%	4,700	0.5%	Computer and Technology
SF Stifel Financial	$461,874		0.0%	4,900	0.5%	Finance
PAYC Paycom Software	$458,808		0.0%	2,100	0.5%	Computer and Technology
DHI D.R. Horton	$457,668		0.0%	3,600	0.5%	Construction
HRI Herc	$456,518		0.0%	3,400	0.5%	Transportation
ENSG The Ensign Group	$452,900	$181,160 ▲	66.7%	3,500	0.5%	Medical
TDY Teledyne Technologies	$447,939		0.0%	900	0.5%	Aerospace
INSM Insmed	$446,297	$390,605 ▼	-46.7%	5,850	0.5%	Medical
TMHC Taylor Morrison Home	$444,296		0.0%	7,400	0.5%	Construction
CW Curtiss-Wright	$444,178		0.0%	1,400	0.5%	Aerospace
STLD Steel Dynamics	$444,034		0.0%	3,550	0.5%	Basic Materials
TS Tenaris	$441,943		0.0%	11,300	0.5%	Industrials
OVV Ovintiv	$440,840		0.0%	10,300	0.5%	Energy
Duolingo Inc	$434,756		0.0%	1,400	0.5%	CL A COM
PTC PTC	$433,860		0.0%	2,800	0.5%	Computer and Technology
ITT ITT	$426,228		0.0%	3,300	0.5%	Multi-Sector Conglomerates
WTM White Mountains Insurance Group	$423,678		0.0%	220	0.5%	Finance
DOCS Doximity	$417,816		0.0%	7,200	0.5%	Medical
CVCO Cavco Industries	$415,704		0.0%	800	0.5%	Construction
PHM PulteGroup	$411,200		0.0%	4,000	0.4%	Construction
IHG InterContinental Hotels Group	$410,963		0.0%	3,750	0.4%	Consumer Discretionary
CWAN Clearwater Analytics	$408,700	$408,700 ▲	New Holding	15,250	0.4%	Computer and Technology
GGAL Grupo Financiero Galicia	$405,802		0.0%	7,450	0.4%	Finance
TSCO Tractor Supply	$399,475		0.0%	7,250	0.4%	Retail/Wholesale
DDOG Datadog	$396,840		0.0%	4,000	0.4%	Computer and Technology
BLD TopBuild	$396,435		0.0%	1,300	0.4%	Construction
ROL Rollins	$394,419		0.0%	7,300	0.4%	Construction
KFY Korn Ferry	$386,631		0.0%	5,700	0.4%	Business Services
BMA Banco Macro	$385,101		0.0%	5,100	0.4%	Finance
CHEF Chefs' Warehouse	$383,943		0.0%	7,050	0.4%	Consumer Staples
PAX Patria Investments	$383,860		0.0%	34,000	0.4%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Yorktown Management & Research Co Inc Top Holdings and 13F Report (2025)

About Yorktown Management & Research Co Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Yorktown Management & Research Co Inc Top Holdings and 13F Report (2025)

About Yorktown Management & Research Co Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofYorktown Management & Research Co Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools