Yorktown Energy Partners XI, L.P.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Yorktown Energy Partners XI, L.P. reported 4 stock positions worth $141.5 million. Its top holding was Riley Exploration Permian (REPX) at 45.9% of the portfolio, followed by Ramaco Resources Class A (METC, 32.6%) and Epsilon Energy (EPSN, 12.5%). Compared with Q4 2025, it added to 1 and reduced 2. The biggest buy was Epsilon Energy (EPSN, shares +3%) and the biggest sale Ramaco Resources Class A (METC, shares −21%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001667954
Portfolio Value
$141.5M (Q1 2026)
SEC Filing
0001140361-26-021707 ↗ filed May 15, 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 $141.5M Q1 2026 Q2 2026: $108.1M Q2 2026

Holdings 4 stocks · $141.5M

REPX Riley Exploration Permian Inc. 45.95% 1,784,113 $65.0M No change
METC Ramaco Resources Inc. Class A 32.55% 2,979,968 $46.1M Reduce -21.3%
EPSN Epsilon Energy Ltd. 12.49% 2,869,560 $17.7M Add +3.2%
METCB Ramaco Resources Inc. Class B 9.01% 1,250,613 $12.8M Reduce -0.1%

Portfolio Sells Q4 2025 → Q1 2026

METC Ramaco Resources Inc. Class A Reduce -21.3% 32.55% −15.16
METCB Ramaco Resources Inc. Class B Reduce -0.1% 9.01% −1.29

Portfolio Buys Q4 2025 → Q1 2026

EPSN Epsilon Energy Ltd. Add +3.2% 12.49% +3.46

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