York Capital Management Global Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), York Capital Management Global Advisors, LLC reported 3 stock positions worth $41.5 million. Its top holding was Nextdecade (NEXT) at 91.5% of the portfolio, followed by Arq (ARQ, 5.7%) and Scantech AI SYS (2.7%). Compared with Q1 2025, it opened 1 new position. The biggest buy was a new position in Scantech AI SYS.

Most Recent 13F
Q3 2025
Location
NEW YORK, NY
CIK
0001480532
Portfolio Value
$41.5M (Q2 2025)
SEC Filing
0000905148-25-002967 ↗ filed Aug 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $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 $41.5M Q2 2025 Q3 2025: $32.8M Q3 2025

Holdings 3 stocks · $41.5M
NEXT Nextdecade Corp. 91.53% 4,264,298 $38.0M No change
ARQ Arq Inc. 5.73% 442,959 $2.4M No change
SCANTECH AI SYS INC 2.74% 1,700,000 $1.1M New

Options reported separately and not counted above: XLE puts ($28.0M), XOP puts ($18.9M), AMLP puts ($5.9M).

Portfolio Sells Q1 2025 → Q2 2025
None this quarter.

Portfolio Buys Q1 2025 → Q2 2025
SCANTECH AI SYS INC New 2.74% +2.74

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