Yorktown Energy Partners XI, L.P.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Yorktown Energy Partners XI, L.P. reported 3 stock positions worth $95.7 million. Its top holding was Riley Exploration Permian (REPX) at 54.4% of the portfolio, followed by Ramaco Resources Class A (METC, 38.1%) and Ramaco Resources Class B (METCB, 7.5%). Compared with Q4 2024, it reduced 2. The biggest sale was Ramaco Resources Class A (METC, shares −8%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001667954
Portfolio Value
$95.7M (Q1 2025)
SEC Filing
0001011438-25-000300 ↗ filed May 15, 2025

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 $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 3 stocks · $95.7M

REPX Riley Exploration Permian Inc. 54.37% 1,784,113 $52.0M No change
METC Ramaco Resources Inc. Class A 38.11% 4,432,261 $36.5M Reduce -8.3%
METCB Ramaco Resources Inc. Class B 7.52% 1,011,736 $7.2M Reduce -6.2%

Portfolio Sells Q4 2024 → Q1 2025

METC Ramaco Resources Inc. Class A Reduce -8.3% 38.11% −4.21
METCB Ramaco Resources Inc. Class B Reduce -6.2% 7.52% −1.58

Portfolio Buys Q4 2024 → Q1 2025

None this quarter.

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