York Capital Management Global Advisors, LLC In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), York Capital Management Global Advisors, LLC reported 2 stock positions worth $35.0 million . Its top holding was Nextdecade (NEXT) at 94.7% of the portfolio, followed by Arq (ARQ, 5.3% ). Its holdings were unchanged from Q4 2024.
Location NEW YORK, NY
CIK 0001480532
Portfolio Value $35.0M (Q1 2025) Holdings 2 stocks · $35.0M Holdings quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2024 NEXT Nextdecade Corp. 4,264,298 $33.2M No change ARQ Arq Inc. 442,959 $1.8M No change
Options reported separately and not counted above: XLE puts ($30.8M), XOP puts ($19.8M), AMLP puts ($6.2M).
Portfolio Sells Q4 2024 → Q1 2025 Portfolio Sells quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▲ None this quarter.
Portfolio Buys Q4 2024 → Q1 2025 Portfolio Buys quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2024 % Of Portfolio Change To Portfolio ▼ None this quarter.
Options Activity Q4 2024 → Q1 2025 Security Type Change vs Q4 2024 Underlying Shares Value ▼ XLE SS Energy Select Sector put New 330,000 $30.8M XOP SS SPDR S&P Og Exp & Prod put New 150,000 $19.8M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q3 2025 3 $32.8M NEXT, ARQ, SCANTECH AI SYS INC Q2 2025 3 $41.5M NEXT, ARQ, SCANTECH AI SYS INC Q1 2025 2 $35.0M NEXT, ARQ Q4 2024 2 $36.2M NEXT, ARQ Q3 2024 4 $77.8M FUN, NEXT, VYX, ARQ Q2 2024 4 $396.9M NEXT, CEDAR FAIR LP, VYX, PSFE Q1 2024 4 $399.8M NEXT, CEDAR FAIR LP, VYX, PSFE