Yorktown Energy Partners XI, L.P.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Yorktown Energy Partners XI, L.P. reported 3 stock positions worth $115.0 million. Its top holding was Ramaco Resources Class A (METC) at 50.6% of the portfolio, followed by Riley Exploration Permian (REPX, 40.7%) and Ramaco Resources Class B (METCB, 8.7%). Compared with Q1 2025, it added to 1 and reduced 1. The biggest buy was Ramaco Resources Class B (METCB, shares +21%) and the biggest sale Ramaco Resources Class A (METC, shares −0%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001667954
Portfolio Value
$115.0M (Q2 2025)
SEC Filing
0001140361-25-031284 ↗ filed Aug 14, 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 Q1 2025 Q2 2025: $115.0M $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 · $115.0M

METC Ramaco Resources Inc. Class A 50.64% 4,432,260 $58.2M Reduce 0.0%
REPX Riley Exploration Permian Inc. 40.69% 1,784,113 $46.8M No change
METCB Ramaco Resources Inc. Class B 8.68% 1,220,133 $10.0M Add +20.6%

Portfolio Sells Q1 2025 → Q2 2025

METC Ramaco Resources Inc. Class A Reduce 0.0% 50.64% +12.52

Portfolio Buys Q1 2025 → Q2 2025

METCB Ramaco Resources Inc. Class B Add +20.6% 8.68% +1.16

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