Yorktown Energy Partners XI, L.P.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Yorktown Energy Partners XI, L.P. reported 4 stock positions worth $108.1 million. Its top holding was Riley Exploration Permian (REPX) at 39.2% of the portfolio, followed by Ramaco Resources Class A (METC, 36.5%) and Epsilon Energy (EPSN, 14.4%). Compared with Q1 2026, it added to 1 and reduced 1. The biggest buy was Ramaco Resources Class B (METCB, shares +1%) and the biggest sale Riley Exploration Permian (REPX, shares −28%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001667954
Portfolio Value
$108.1M (Q2 2026)
SEC Filing
0001140361-26-033072 ↗ filed Aug 14, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $157.8M Q1 2024 Q2 2024: $122.4M Q2 2024 Q3 2024: $115.4M Q3 2024 Q4 2024: $117.2M Q4 2024 Q1 2025: $95.7M Q1 2025 Q2 2025: $115.0M Q2 2025 Q3 2025: $194.9M Q3 2025 Q4 2025: $142.9M Q4 2025 Q1 2026: $141.5M Q1 2026 Q2 2026: $108.1M $108.1M Q2 2026

Holdings 4 stocks · $108.1M

REPX Riley Exploration Permian Inc. 39.16% 1,284,113 $42.3M Reduce -28.0%
METC Ramaco Resources Inc. Class A 36.47% 2,979,968 $39.4M No change
EPSN Epsilon Energy Ltd. 14.36% 2,869,560 $15.5M No change
METCB Ramaco Resources Inc. Class B 10.01% 1,265,591 $10.8M Add +1.2%

Portfolio Sells Q1 2026 → Q2 2026

REPX Riley Exploration Permian Inc. Reduce -28.0% 39.16% −6.79

Portfolio Buys Q1 2026 → Q2 2026

METCB Ramaco Resources Inc. Class B Add +1.2% 10.01% +1.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4$108.1MREPX, METC, EPSN, METCB
Q1 2026 4$141.5MREPX, METC, EPSN, METCB
Q4 2025 4$142.9MMETC, REPX, METCB, EPSN
Q3 2025 3$194.9MMETC, REPX, METCB
Q2 2025 3$115.0MMETC, REPX, METCB
Q1 2025 3$95.7MREPX, METC, METCB
Q4 2024 3$117.2MREPX, METC, METCB
Q3 2024 3$115.4MMETC, REPX, METCB
Q2 2024 3$122.4MMETC, REPX, METCB
Q1 2024 4$157.8MMETC, REPX, METCB, STR