York GP, Ltd.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), York GP, Ltd. reported 2 stock positions worth $78.0 million. Its top holding was Texas Pacific Land (TPL) at 99.7% of the portfolio, followed by Horizon Kinetics Japan Owner (JAPN, 0.3%). Compared with Q3 2025, it sold out of 1 and reduced 1. The biggest sale was an exit from Airbnb Class A (ABNB).

Most Recent 13F
Q2 2026
Location
GRAND CAYMAN, E9
CIK
0001289994
Portfolio Value
$78.0M (Q4 2025)
SEC Filing
0001289994-26-000001 ↗ filed Jan 27, 2026

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 Q3 2025 Q4 2025: $78.0M $78.0M Q4 2025 Q1 2026: $127.7M Q1 2026 Q2 2026: $126.3M Q2 2026

Holdings 2 stocks · $78.0M
TPL Texas Pacific Land Corp. 99.67% 270,600 $77.7M Reduce -1.6%
JAPN Horizon Kinetics Japan Owner 0.33% 10,000 $257K No change

Portfolio Sells Q3 2025 → Q4 2025
ABNB Airbnb Inc. Class A Sold out 0.00% −6.60
TPL Texas Pacific Land Corp. Reduce -1.6% 99.67% +6.58

Portfolio Buys Q3 2025 → Q4 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