York GP, Ltd.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), York GP, Ltd. reported 3 stock positions worth $104.4 million. Its top holding was Texas Pacific Land (TPL) at 93.4% of the portfolio, followed by Airbnb Class A (ABNB, 6.3%) and Horizon Kinetics Japan Owner (JAPN, 0.3%). Compared with Q1 2025, it opened 2 new positions, sold out of 1 and added to 1. The biggest buy was a new position in Airbnb Class A (ABNB) and the biggest sale an exit from Danaher (DHR).

Most Recent 13F
Q2 2026
Location
GRAND CAYMAN, E9
CIK
0001289994
Portfolio Value
$104.4M (Q2 2025)
SEC Filing
0001085146-25-003940 ↗ filed Jul 17, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q4 2024: $106.4M Q4 2024 Q1 2025: $123.2M Q1 2025 Q2 2025: $104.4M $104.4M Q2 2025 Q3 2025: $92.0M Q3 2025 Q4 2025: $78.0M Q4 2025 Q1 2026: $127.7M Q1 2026 Q2 2026: $126.3M Q2 2026

Holdings 3 stocks · $104.4M
TPL Texas Pacific Land Corp. 93.39% 92,293 $97.5M Add +0.1%
ABNB Airbnb Inc. Class A 6.34% 50,000 $6.6M New
JAPN Horizon Kinetics Japan Owner 0.27% 10,000 $280K New

Portfolio Sells Q1 2025 → Q2 2025
DHR Danaher Corp. Sold out 0.00% −0.83

Portfolio Buys Q1 2025 → Q2 2025
ABNB Airbnb Inc. Class A New 6.34% +6.34
JAPN Horizon Kinetics Japan Owner New 0.27% +0.27
TPL Texas Pacific Land Corp. Add +0.1% 93.39% −5.77

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$126.3MTPL, MIAX, JAPN
Q1 2026 2$127.7MTPL, JAPN
Q4 2025 2$78.0MTPL, JAPN
Q3 2025 3$92.0MTPL, ABNB, JAPN
Q2 2025 3$104.4MTPL, ABNB, JAPN
Q1 2025 2$123.2MTPL, DHR
Q4 2024 2$106.4MTPL, DHR