York Capital Management Global Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), York Capital Management Global Advisors, LLC reported 4 stock positions worth $399.8 million. Its top holding was Nextdecade (NEXT) at 86.1% of the portfolio, followed by Cedar Fair (13.0%) and NCR Voyix (VYX, 0.8%). Compared with Q4 2023, it added to 2. The biggest buy was Cedar Fair (shares +20%).

Most Recent 13F
Q3 2025
Location
NEW YORK, NY
CIK
0001480532
Portfolio Value
$399.8M (Q1 2024)
SEC Filing
0000905148-24-001438 ↗ filed May 15, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $399.8M $399.8M Q1 2024 Q2 2024: $396.9M Q2 2024 Q3 2024: $77.8M Q3 2024 Q4 2024: $36.2M Q4 2024 Q1 2025: $35.0M Q1 2025 Q2 2025: $41.5M Q2 2025 Q3 2025: $32.8M Q3 2025

Holdings 4 stocks · $399.8M
NEXT Nextdecade Corp. 86.08% 60,585,358 $344.1M Add +0.7%
CEDAR FAIR LP 12.97% 1,237,941 $51.9M Add +19.8%
VYX NCR Voyix Corp. 0.77% 242,566 $3.1M No change
PSFE Paysafe Ltd. 0.18% 45,312 $715K No change

Options reported separately and not counted above: XLE puts ($31.2M), XOP puts ($23.2M), AMLP puts ($5.7M).

Portfolio Sells Q4 2023 → Q1 2024
None this quarter.

Portfolio Buys Q4 2023 → Q1 2024
CEDAR FAIR LP Add +19.8% 12.97% +0.62
NEXT Nextdecade Corp. Add +0.7% 86.08% −0.15

Options Activity Q4 2023 → Q1 2024
XLE SS Energy Select Sector put New 330,000 $31.2M
XOP SS SPDR S&P Og Exp & Prod put New 150,000 $23.2M
AMLP Alerian MLP ETF put New 120,000 $5.7M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 3$32.8MNEXT, ARQ, SCANTECH AI SYS INC
Q2 2025 3$41.5MNEXT, ARQ, SCANTECH AI SYS INC
Q1 2025 2$35.0MNEXT, ARQ
Q4 2024 2$36.2MNEXT, ARQ
Q3 2024 4$77.8MFUN, NEXT, VYX, ARQ
Q2 2024 4$396.9MNEXT, CEDAR FAIR LP, VYX, PSFE
Q1 2024 4$399.8MNEXT, CEDAR FAIR LP, VYX, PSFE