Yorktown Energy Partners XI, L.P.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Yorktown Energy Partners XI, L.P. reported 4 stock positions worth $142.9 million. Its top holding was Ramaco Resources Class A (METC) at 47.7% of the portfolio, followed by Riley Exploration Permian (REPX, 33.0%) and Ramaco Resources Class B (METCB, 10.3%). Compared with Q3 2025, it opened 1 new position and added to 1. The biggest buy was a new position in Epsilon Energy (EPSN).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001667954
Portfolio Value
$142.9M (Q4 2025)
SEC Filing
0001140361-26-005796 ↗ filed Feb 17, 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 $142.9M Q4 2025 Q1 2026: $141.5M Q1 2026 Q2 2026: $108.1M Q2 2026

Holdings 4 stocks · $142.9M

METC Ramaco Resources Inc. Class A 47.71% 3,786,797 $68.2M No change
REPX Riley Exploration Permian Inc. 32.97% 1,784,113 $47.1M No change
METCB Ramaco Resources Inc. Class B 10.30% 1,252,527 $14.7M Add +1.4%
EPSN Epsilon Energy Ltd. 9.03% 2,779,443 $12.9M New

Portfolio Sells Q3 2025 → Q4 2025

None this quarter.

Portfolio Buys Q3 2025 → Q4 2025

EPSN Epsilon Energy Ltd. New 9.03% +9.03
METCB Ramaco Resources Inc. Class B Add +1.4% 10.30% −0.38

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