Yorktown Management & Research Co Inc

data from 30/09/2025

Capitalization

$ 125.430 M 19.71 %

Average holding period

7 ans

Performance

$ 211.906 M 13 718.42 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Yorktown Management & Research Co Inc

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 ICVT iShares Convertible Bond ETF 3.99% 5.003 M $ 50000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CWB SPDR Bloomberg Barclays Convertible Securities ETF 3.61% 4.525 M $ 50000 2025/09/30 0.000 $ 0.00 %
2025/09/30 FIX Comfort Systems USA, Inc. 2.30% 2.888 M $ 3500 2023/12/31 1.011 M $ 53.89 %
2025/09/30 IESC IES Holdings, Inc. 2.01% 2.521 M $ 6340 2023/09/30 643.002 K $ 34.24 %
2025/09/30 PFF iShares US Preferred Stock ETF 1.64% 2.055 M $ 65000 2025/09/30 0.000 $ 0.00 %
2025/09/30 CYBR CyberArk Software Ltd. 1.56% 1.957 M $ 4050 2020/03/31 308.893 K $ 18.75 %
2025/09/30 AXON Axon Enterprise, Inc. 1.52% 1.902 M $ 2650 2024/06/30 -292.295 K $ -13.32 %
2025/09/30 HOOD Robinhood Markets, Inc. 1.40% 1.761 M $ 12300 2022/09/30 787.845 K $ 52.92 %
2025/09/30 LPLA LPL Financial Holdings, Inc. 1.40% 1.760 M $ 5290 2020/09/30 -223.661 K $ -11.28 %
2025/09/30 VWOB Vanguard Emerging Markets Government Bond ETF 1.33% 1.673 M $ 25000 2025/09/30 0.000 $ 0.00 %
2025/09/30 MLI Mueller Industries, Inc. 1.16% 1.461 M $ 14450 2017/12/31 312.698 K $ 27.23 %
2025/09/30 ANET Arista Networks Inc 1.14% 1.428 M $ 9800 2024/12/31 425.320 K $ 42.42 %
2025/09/30 FN Fabrinet 1.10% 1.386 M $ 3800 2023/12/31 265.772 K $ 23.73 %
2025/09/30 INSM Insmed, Inc. 1.10% 1.382 M $ 9600 2024/06/30 253.714 K $ 43.09 %
2025/09/30 SRAD Sportradar Group AG 0.90% 1.132 M $ 42100 2024/06/30 -49.677 K $ -4.20 %
2025/09/30 RJF Raymond James Financial, Inc. 0.89% 1.113 M $ 6450 2020/06/30 124.033 K $ 12.54 %
2025/09/30 SNEX StoneX Group, Inc. 0.84% 1.060 M $ 10500 2022/06/30 102.690 K $ 10.73 %
2025/09/30 DSGX Descartes Systems Group, Inc./The 0.81% 1.018 M $ 10800 2021/03/31 -80.136 K $ -7.30 %
2025/09/30 FTAI FTAI Aviation Ltd. 0.77% 967.788 K $ 5800 2024/06/30 300.556 K $ 45.05 %
2025/09/30 WCC WESCO International, Inc. 0.77% 962.325 K $ 4550 2022/12/31 119.665 K $ 14.20 %
2025/09/30 KLAC KLA-Tencor Corp. 0.77% 959.954 K $ 890 2018/06/30 162.745 K $ 20.41 %
2025/09/30 LIF Life360, Inc. 0.76% 956.700 K $ 9000 2024/12/31 369.450 K $ 62.91 %
2025/09/30 SMCI Super Micro Computer, Inc. 0.76% 956.403 K $ 19950 2024/12/31 -21.346 K $ -2.18 %
2025/09/30 GFI Gold Fields Ltd. 0.76% 954.590 K $ 22750 2023/03/31 416.097 K $ 77.27 %
2025/09/30 HWKN Hawkins, Inc. 0.75% 941.008 K $ 5150 2024/12/31 209.193 K $ 28.59 %
2025/09/30 KKR KKR & Co. LP 0.75% 935.640 K $ 7200 2020/03/31 -22.176 K $ -2.32 %
2025/09/30 MEDP Medpace Holdings, Inc. 0.74% 925.488 K $ 1800 2022/09/30 360.539 K $ 63.82 %
2025/09/30 BWXT BWX Technologies, Inc. 0.69% 866.539 K $ 4700 2024/09/30 189.457 K $ 27.98 %
2025/09/30 TYL Tyler Technologies, Inc. 0.69% 863.214 K $ 1650 2019/12/31 -114.972 K $ -11.75 %
2025/09/30 DORM Dorman Products, Inc. 0.68% 857.340 K $ 5500 2023/09/30 182.654 K $ 27.07 %
2025/09/30 IBKR Interactive Brokers Group, Inc. 0.68% 853.244 K $ 12400 2024/12/31 166.160 K $ 24.18 %
2025/09/30 SEMR SEMrush Holdings Inc 0.68% 849.600 K $ 120000 2025/06/30 -121.352 K $ -21.77 %
2025/09/30 PFGC Performance Food Group Co. 0.65% 819.835 K $ 7880 2022/12/31 130.571 K $ 18.94 %
2025/09/30 USLM UNITED STATES LIME & MINERAL INC. 0.65% 818.899 K $ 6225 2024/06/30 197.643 K $ 31.81 %
2025/09/30 IR Ingersoll Rand, Inc. 0.64% 801.414 K $ 9700 2021/06/30 -5.432 K $ -0.67 %
2025/09/30 EXLS ExlService Holdings, Inc. 0.64% 796.943 K $ 18100 2020/06/30 4.344 K $ 0.55 %
2025/09/30 HLI Houlihan Lokey, Inc. 0.63% 790.482 K $ 3850 2022/12/31 97.674 K $ 14.10 %
2025/09/30 FCFS FirstCash Holdings, Inc. 0.63% 784.179 K $ 4950 2024/12/31 61.692 K $ 17.23 %
2025/09/30 GENI Genius Sports Ltd. 0.62% 776.226 K $ 62700 2024/12/31 124.146 K $ 19.04 %
2025/09/30 PAM Pampa Energia SA 0.62% 774.774 K $ 12900 2023/09/30 -120.227 K $ -13.43 %
2025/09/30 RBC RBC Bearings, Inc. 0.61% 768.871 K $ 1970 2023/12/31 10.815 K $ 1.43 %
2025/09/30 CW Curtiss-Wright Corp. 0.61% 760.116 K $ 1400 2024/09/30 76.146 K $ 11.13 %
2025/09/30 PEN Penumbra, Inc. 0.61% 759.960 K $ 3000 2022/09/30 -9.930 K $ -1.29 %
2025/09/30 HLNE Hamilton Lane, Inc. 0.60% 754.824 K $ 5600 2023/09/30 -41.048 K $ -5.16 %
2025/09/30 RMBS Rambus, Inc. 0.58% 729.400 K $ 7000 2020/06/30 281.260 K $ 62.76 %
2025/09/30 CNM Core & Main, Inc. 0.57% 715.939 K $ 13300 2023/06/30 -86.716 K $ -10.80 %
2025/09/30 IBP Installed Building Products, Inc. 0.57% 715.314 K $ 2900 2024/03/31 192.386 K $ 36.79 %
2025/09/30 APLD Applied Blockchain, Inc. 0.56% 696.229 K $ 30350 2025/09/30 0.000 $ 0.00 %
2025/09/30 WWD Woodward, Inc. 0.55% 694.953 K $ 2750 2024/09/30 20.955 K $ 3.11 %
2025/09/30 CASY Casey's General Stores, Inc. 0.54% 678.384 K $ 1200 2023/09/30 66.060 K $ 10.79 %
2025/09/30 LAD Lithia Motors, Inc. 0.53% 663.600 K $ 2100 2019/09/30 -45.821 K $ -6.46 %
2025/09/30 HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.52% 649.520 K $ 8000 2025/09/30 0.000 $ 0.00 %
2025/09/30 FRHC Freedom Holding Corp/NV 0.51% 636.881 K $ 3700 2024/06/30 96.495 K $ 17.86 %
2025/09/30 METC Ramaco Resources, Inc. 0.51% 635.589 K $ 19150 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVAV Aerovironment, Inc. 0.50% 627.891 K $ 1994 2023/06/30 59.700 K $ 10.51 %
2025/09/30 QLYS Qualys, Inc. 0.50% 621.951 K $ 4700 2020/09/30 -49.537 K $ -7.38 %
2025/09/30 ROAD Construction Partners Inc 0.49% 609.600 K $ 4800 2024/06/30 99.456 K $ 19.50 %
2025/09/30 RDDT Reddit, Inc. 0.49% 609.474 K $ 2650 2025/09/30 0.000 $ 0.00 %
2025/09/30 FUTU Futu Holdings Ltd 0.49% 608.685 K $ 3500 2024/12/31 176.119 K $ 40.72 %
2025/09/30 ENSG Ensign Group, Inc./The 0.48% 604.695 K $ 3500 2024/03/31 64.785 K $ 12.00 %
2025/09/30 CLS Celestica, Inc. 0.48% 603.631 K $ 2450 2025/09/30 0.000 $ 0.00 %
2025/09/30 XMTR Xometry, Inc. 0.48% 601.894 K $ 11050 2025/09/30 0.000 $ 0.00 %
2025/09/30 MPWR Monolithic Power Systems, Inc. 0.48% 598.416 K $ 650 2019/12/31 123.019 K $ 25.88 %
2025/09/30 DLO Dlocal Ltd./Uruguay 0.47% 592.620 K $ 41500 2022/12/31 122.009 K $ 25.93 %
2025/09/30 MOD Modine Manufacturing Co. 0.47% 589.964 K $ 4150 2024/06/30 181.189 K $ 44.32 %
2025/09/30 ITT ITT, Inc. 0.47% 589.908 K $ 3300 2024/09/30 72.368 K $ 13.98 %
2025/09/30 NVMI Nova, Ltd. 0.46% 575.388 K $ 1800 2024/03/31 80.028 K $ 16.16 %
2025/09/30 FELE Franklin Electric Co., Inc. 0.46% 571.200 K $ 6000 2019/12/31 32.760 K $ 6.08 %
2025/09/30 DDOG Datadog, Inc. 0.45% 569.600 K $ 4000 2024/09/30 32.279 K $ 6.01 %
2025/09/30 PTC PTC, Inc. 0.45% 568.456 K $ 2800 2022/12/31 85.904 K $ 17.80 %
2025/09/30 SYBT Stock Yards Bancorp, Inc. 0.45% 566.919 K $ 8100 2024/09/30 -72.819 K $ -11.38 %
2025/09/30 PRIM Primoris Services Corp. 0.45% 563.053 K $ 4100 2024/12/31 243.499 K $ 76.20 %
2025/09/30 PAYO Payoneer Global, Inc. 0.45% 560.835 K $ 92700 2025/06/30 -74.159 K $ -11.68 %
2025/09/30 SF Stifel Financial Corp. 0.44% 556.003 K $ 4900 2021/12/31 47.480 K $ 9.34 %
2025/09/30 KNSL Kinsale Capital Group, Inc. 0.44% 552.838 K $ 1300 2024/06/30 -76.231 K $ -12.12 %
2025/09/30 CALX Calix, Inc. 0.44% 552.330 K $ 9000 2024/12/31 73.620 K $ 15.38 %
2025/09/30 RSI Rush Street Interactive, Inc. 0.44% 550.912 K $ 26900 2025/09/30 0.000 $ 0.00 %
2025/09/30 SAIA Saia, Inc. 0.44% 550.822 K $ 1840 2019/09/30 46.680 K $ 9.26 %
2025/09/30 CAMT Camtek Ltd. 0.44% 546.260 K $ 5200 2023/09/30 106.547 K $ 24.23 %
2025/09/30 BROS Dutch Bros Inc. 0.43% 539.102 K $ 10300 2024/12/31 -165.109 K $ -23.45 %
2025/09/30 PHM PulteGroup, Inc. 0.42% 528.520 K $ 4000 2020/06/30 106.680 K $ 25.29 %
2025/09/30 TDY Teledyne Technologies, Inc. 0.42% 527.436 K $ 900 2020/03/31 66.357 K $ 14.39 %
2025/09/30 DOCS Doximity, Inc. 0.42% 526.680 K $ 7200 2024/09/30 85.032 K $ 19.25 %
2025/09/30 PCTY Paylocity Holdings Corp. 0.42% 525.591 K $ 3300 2020/06/30 -72.335 K $ -12.10 %
2025/09/30 APG API Group Corp. 0.42% 520.706 K $ 15150 2024/09/30 5.150 K $ 1.00 %
2025/09/30 ACMR ACM Research, Inc. 0.41% 520.429 K $ 13300 2025/06/30 175.959 K $ 51.08 %
2025/09/30 DT Dynatrace, Inc. 0.41% 513.570 K $ 10600 2024/03/31 -71.655 K $ -12.24 %
2025/09/30 BLD TopBuild Corp. 0.41% 508.118 K $ 1300 2023/03/31 87.256 K $ 20.73 %
2025/09/30 SPXC SPX Technologies, Inc. 0.40% 504.306 K $ 2700 2024/09/30 51.569 K $ 11.39 %
2025/09/30 IDCC InterDigital, Inc. 0.40% 500.584 K $ 1450 2025/03/31 175.450 K $ 53.96 %
2025/09/30 DGII Digi International, Inc. 0.40% 499.502 K $ 13700 2024/06/30 21.920 K $ 4.59 %
2025/09/30 CECO Environmental Corp. 0.40% 496.640 K $ 9700 2025/09/30 0.000 $ 0.00 %
2025/09/30 PAX Patria Investments Ltd 0.40% 496.400 K $ 34000 2024/12/31 18.359 K $ 3.84 %
2025/09/30 VEEV Veeva Systems, Inc. 0.39% 491.552 K $ 1650 2022/06/30 16.384 K $ 3.45 %
2025/09/30 SFM Sprouts Farmers Market, Inc. 0.38% 473.280 K $ 4350 2024/09/30 -242.903 K $ -33.92 %
2025/09/30 MTZ MasTec, Inc. 0.37% 468.182 K $ 2200 2025/09/30 0.000 $ 0.00 %
2025/09/30 CVCO Cavco Industries, Inc. 0.37% 464.584 K $ 800 2024/03/31 117.040 K $ 33.68 %
2025/09/30 ZWS Zurn Water Solutions, Inc. 0.37% 458.543 K $ 9750 2025/06/30 101.985 K $ 28.60 %
2025/09/30 SPSC SPS Commerce, Inc. 0.36% 450.926 K $ 4330 2020/03/31 -138.343 K $ -23.48 %
2025/09/30 ASR Grupo Aeroportuario del Sureste SAB de CV 0.36% 449.429 K $ 1390 2023/06/30 6.199 K $ 1.40 %