Yorktown Energy Partners XI, L.P.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Yorktown Energy Partners XI, L.P. reported 4 stock positions worth $157.8 million. Its top holding was Ramaco Resources Class A (METC) at 51.6% of the portfolio, followed by Riley Exploration Permian (REPX, 37.3%) and Ramaco Resources Class B (METCB, 8.6%). Compared with Q4 2023, it added to 1. The biggest buy was Sitio Royalties Class A (STR, shares +83%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001667954
Portfolio Value
$157.8M (Q1 2024)
SEC Filing
0001011438-24-000366 ↗ filed May 15, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $157.8M $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 Q2 2026

Holdings 4 stocks · $157.8M
METC Ramaco Resources Inc. Class A 51.60% 4,835,676 $81.4M No change
REPX Riley Exploration Permian Inc. 37.31% 1,784,113 $58.9M No change
METCB Ramaco Resources Inc. Class B 8.58% 1,079,022 $13.5M No change
STR Sitio Royalties Corp. Class A 2.51% 160,005 $4.0M Add +82.5%

Portfolio Sells Q4 2023 → Q1 2024
None this quarter.

Portfolio Buys Q4 2023 → Q1 2024
STR Sitio Royalties Corp. Class A Add +82.5% 2.51% +1.11

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