York GP, Ltd.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), York GP, Ltd. reported 3 stock positions worth $92.0 million. Its top holding was Texas Pacific Land (TPL) at 93.1% of the portfolio, followed by Airbnb Class A (ABNB, 6.6%) and Horizon Kinetics Japan Owner (JAPN, 0.3%). Compared with Q2 2025, it reduced 1. The biggest sale was Texas Pacific Land (TPL, shares −1%).

Most Recent 13F
Q2 2026
Location
GRAND CAYMAN, E9
CIK
0001289994
Portfolio Value
$92.0M (Q3 2025)
SEC Filing
0001289994-25-000002 ↗ filed Oct 22, 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 Q2 2025 Q3 2025: $92.0M $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 · $92.0M
TPL Texas Pacific Land Corp. 93.09% 91,700 $85.6M Reduce -0.6%
ABNB Airbnb Inc. Class A 6.60% 50,000 $6.1M No change
JAPN Horizon Kinetics Japan Owner 0.31% 10,000 $281K No change

Portfolio Sells Q2 2025 → Q3 2025
TPL Texas Pacific Land Corp. Reduce -0.6% 93.09% −0.30

Portfolio Buys Q2 2025 → Q3 2025
None this quarter.

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