Yorktown Management & Research Co Inc

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Yorktown Management & Research Co Inc reported 206 stock positions worth $92.0 million. Its top holding was LPL Financial (LPLA) at 1.9% of the portfolio, followed by Axon Enterprise (AXON, 1.5%) and Cyberark Software Ltd./Israel (CYBR, 1.5%). Compared with Q4 2024, it opened 31 new positions, sold out of 29, added to 7 and reduced 13. The biggest buy was Cyberark Software Ltd./Israel (CYBR, shares +31%) and the biggest sale an exit from Kirby (KEX).

Most Recent 13F
Q2 2026
Location
Forest, VA
CIK
0001313559
Portfolio Value
$92.0M (Q1 2025)
SEC Filing
0000950123-25-003639 ↗ filed Apr 23, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $105.1M Q1 2024 Q2 2024: $93.1M Q2 2024 Q3 2024: $97.6M Q3 2024 Q4 2024: $104.0M Q4 2024 Q1 2025: $92.0M $92.0M Q1 2025 Q2 2025: $104.8M Q2 2025 Q3 2025: $125.4M Q3 2025 Q4 2025: $125.1M Q4 2025 Q1 2026: $119.5M Q1 2026 Q2 2026: $163.3M Q2 2026

Holdings 206 stocks · $92.0M
LPLA LPL Financial Holdings Inc. 1.88% 5,290 $1.7M Reduce -7.0%
AXON Axon Enterprise Inc. 1.51% 2,650 $1.4M No change
CYBR Cyberark Software Ltd./Israel 1.49% 4,050 $1.4M Add +30.6%
FIX Comfort Systems USA Inc. 1.37% 3,900 $1.3M No change
MLI Mueller Industries Inc. 1.20% 14,450 $1.1M Reduce -25.9%
DSGX The Descartes Systems Grp 1.18% 10,800 $1.1M Add +31.7%
IESC Ies Holdings Inc. filed as IES HLDGS INC 1.14% 6,340 $1.0M No change
PAM Pampa Energia SA-Spon ADR 1.08% 12,900 $996K No change
TYL Tyler Technologies Inc. 1.04% 1,650 $959K No change
CPRX Catalyst Pharmaceuticals Inc. 0.99% 37,550 $911K No change
SRAD Sportradar Group AG-A 0.99% 42,100 $910K No change
RJF Raymond James Financial Inc. 0.97% 6,450 $896K No change
HLNE Hamilton Lane Inc. Class A 0.90% 5,600 $833K No change
KKR KKR & Co. Inc. 0.90% 7,200 $832K No change
PEN Penumbra Inc. 0.87% 3,000 $802K No change
SNEX Stonex Group Inc. 0.87% 10,500 $802K Add +45.8%
PCTY Paylocity Holding Corp. 0.87% 4,250 $796K No change
IR Ingersoll-Rand Inc. 0.84% 9,700 $776K No change
ANET Arista Networks Inc. 0.83% 9,800 $759K No change
FN Fabrinet 0.82% 3,800 $751K No change
TW Tradeweb Markets Inc. Class A 0.78% 4,850 $720K No change
WCC Wesco International Inc. 0.77% 4,550 $707K No change
SMCI Super Micro Computer Inc. 0.74% 19,950 $683K No change
UFPI Ufp Industries Inc. 0.73% 6,300 $674K No change
SFM Sprouts Farmers Market Inc. 0.72% 4,350 $664K No change
DORM Dorman Products Inc. 0.72% 5,500 $663K Add +48.6%
HOOD Robinhood Markets Inc. Class A 0.72% 15,900 $662K Reduce -11.2%
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.71% 5,740 $655K Reduce -42.6%
FTAI Ftai Aviation Ltd. 0.70% 5,800 $644K No change
SAIA Saia Inc. 0.70% 1,840 $643K No change
CNM Core & Main Inc. Class A 0.70% 13,300 $643K No change
TPL Texas Pacific Land Corp. 0.69% 480 $636K No change
BROS Dutch Bros Inc. Class A 0.69% 10,300 $636K No change
RBC RBC Bearings Inc. 0.69% 1,970 $634K No change
LOGI Logitech International-Reg 0.69% 7,500 $633K No change
KNSL Kinsale Capital Group Inc. 0.69% 1,300 $633K No change
GENI Genius Sports Ltd. 0.68% 62,700 $628K No change
HLI Houlihan Lokey Inc. 0.68% 3,850 $622K No change
PFGC Performance Food Group Co. 0.67% 7,880 $620K No change
LAD Lithia Motors Inc. 0.67% 2,100 $616K No change
KLAC KLA Corp. 0.66% 890 $605K No change
GSHD Goosehead Insurance Inc. Class A 0.65% 5,050 $596K No change
QLYS Qualys Inc. 0.64% 4,700 $592K No change
SPSC SPS Commerce Inc. 0.62% 4,330 $575K No change
EXLS Exlservice Holdings Inc. 0.62% 12,100 $571K No change
FELE Franklin Electric Co. Inc. 0.61% 6,000 $563K No change
SYBT Stock Yards Bancorp Inc. 0.61% 8,100 $559K No change
USLM United States Lime & Mineral 0.60% 6,225 $550K No change
MEDP Medpace Holdings Inc. 0.60% 1,800 $548K No change
HWKN Hawkins Inc. 0.59% 5,150 $545K No change
CPRT Copart Inc. 0.58% 9,400 $532K No change
MBC Masterbrand Inc. 0.58% 40,650 $531K No change
MATX Matson Inc. 0.58% 4,130 $529K No change
CASY Casey's General Stores Inc. 0.57% 1,200 $521K No change
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.57% 2,850 $520K No change
IBKR Interactive Brokers Gro Class A 0.56% 3,100 $513K No change
GFI Gold Fields Ltd.-Spons ADR 0.55% 22,750 $503K No change
WWD Woodward Inc. 0.55% 2,750 $502K No change
MIDD Middleby Corp. 0.55% 3,300 $502K No change
DT Dynatrace Inc. 0.54% 10,600 $500K No change
PPC Pilgrim's Pride Corp. 0.53% 9,000 $491K No change
FRHC Freedom Holding Corp. 0.53% 3,700 $489K No change
AAON Aaon Inc. 0.53% 6,200 $484K No change
TREX Trex Company Inc. 0.52% 8,300 $482K No change
FTNT Fortinet Inc. 0.52% 4,950 $476K No change
EVR Evercore Inc. Class A 0.52% 2,375 $474K No change
PATK Patrick Industries Inc. 0.51% 5,550 $469K No change
GMED Globus Medical Inc. Class A 0.51% 6,400 $468K No change
LNTH Lantheus Holdings Inc. 0.51% 4,800 $468K Add +95.9%
BWXT BWX Technologies Inc. 0.50% 4,700 $464K No change
SF Stifel Financial Corp. 0.50% 4,900 $462K No change
PAYC Paycom Software Inc. 0.50% 2,100 $459K No change
DHI D.R. Horton Inc. 0.50% 3,600 $458K No change
HRI Herc Holdings Inc. filed as HERC HLDGS INC 0.50% 3,400 $457K No change
ENSG The Ensign Group Inc. 0.49% 3,500 $453K Add +66.7%
TDY Teledyne Technologies Inc. 0.49% 900 $448K No change
INSM Insmed Inc. 0.48% 5,850 $446K Reduce -46.7%
TMHC Taylor Morrison Home Corp. 0.48% 7,400 $444K No change
CW Curtiss-Wright Corp. 0.48% 1,400 $444K No change
STLD Steel Dynamics Inc. 0.48% 3,550 $444K No change
TS Tenaris SA-ADR 0.48% 11,300 $442K No change
OVV Ovintiv Inc. 0.48% 10,300 $441K No change
DUOL Duolingo 0.47% 1,400 $435K No change
PTC PTC Inc. 0.47% 2,800 $434K No change
ITT Itt Inc. 0.46% 3,300 $426K No change
WTM White Mountains Insurance GP 0.46% 220 $424K No change
DOCS Doximity Inc. Class A 0.45% 7,200 $418K No change
CVCO Cavco Industries Inc. 0.45% 800 $416K No change
PHM Pultegroup Inc. 0.45% 4,000 $411K No change
IHG Intercontinental Hotels-ADR 0.45% 3,750 $411K No change
CWAN Clearwater Analytics HDS-A 0.44% 15,250 $409K New
GGAL Grupo Financiero Galicia-ADR 0.44% 7,450 $406K No change
TSCO Tractor Supply Company 0.43% 7,250 $399K No change
DDOG Datadog Inc. Class A 0.43% 4,000 $397K No change
BLD Topbuild Corp. 0.43% 1,300 $396K No change
ROL Rollins Inc. 0.43% 7,300 $394K No change
KFY Korn Ferry 0.42% 5,700 $387K No change
BMA Banco Macro SA-ADR 0.42% 5,100 $385K No change
CHEF The Chefs' Warehouse Inc. 0.42% 7,050 $384K No change
PAX Patria Investments Ltd. Class A 0.42% 34,000 $384K No change
VEEV Veeva Systems Inc. Class A 0.42% 1,650 $382K No change
FSV Firstservice Corp. 0.41% 2,300 $382K No change
DGII Digi International Inc. 0.41% 13,700 $381K No change
ASR Grupo Aeroportuario Sur-ADR 0.41% 1,390 $381K No change
CSW CSW Industrials Inc. 0.41% 1,300 $379K No change
ONON On Holding AG Class A filed as ON HLDG AG 0.41% 8,600 $378K No change
MPWR Monolithic Power Systems Inc. 0.41% 650 $377K No change
ERIE Erie Indemnity Company Class A 0.40% 875 $367K New
EXP Eagle Materials Inc. 0.40% 1,650 $366K Reduce -62.6%
RMBS Rambus Inc. 0.39% 7,000 $362K Reduce -60.7%
APG Api Group Corp. 0.39% 10,100 $361K No change
FOUR SHIFT4 Payments Inc. Class A 0.39% 4,400 $360K No change
FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD 0.39% 3,500 $358K No change
CBRE CBRE Group Inc. Class A 0.38% 2,700 $353K No change
RNR Renaissancere Holdings Ltd. 0.38% 1,450 $348K New
SPXC SPX Technologies Inc. 0.38% 2,700 $348K No change
DLO Dlocal Ltd. 0.38% 41,500 $346K No change
LIF LIFE360 Inc. 0.38% 9,000 $346K No change
ROAD Construction Partners Inc. Class A 0.37% 4,800 $345K No change
TNET Trinet Group Inc. 0.37% 4,350 $345K New
CHDN Churchill Downs Inc. 0.37% 3,100 $344K No change
OWL Blue Owl Capital Inc. 0.37% 16,900 $339K No change
LSTR Landstar System Inc. 0.37% 2,250 $338K No change
BRBR Bellring Brands Inc. 0.36% 4,500 $335K No change
NVMI Nova Ltd. 0.36% 1,800 $332K No change
DKNG Draftkings Inc. Class A 0.36% 9,960 $331K No change
STVN Stevanato Group SPA 0.36% 16,000 $327K No change
MBIN Merchants Bancorp 0.35% 8,800 $326K No change
TR Tootsie Roll Inds 0.35% 10,300 $324K Add +3.0%
AFYA Afya Ltd. Class A 0.35% 17,900 $321K New
CALX Calix Inc. 0.35% 9,000 $319K No change
FCFS Firstcash Holdings Inc. 0.35% 2,650 $319K No change
MOD Modine Manufacturing Co. 0.35% 4,150 $319K No change
MGRC McGrath Rentcorp 0.35% 2,850 $317K No change
TXRH Texas Roadhouse Inc. 0.34% 1,900 $317K No change
NBIX Neurocrine Biosciences Inc. 0.34% 2,850 $315K No change
ITRI Itron Inc. 0.34% 3,000 $314K No change
BMI Badger Meter Inc. 0.34% 1,650 $314K No change
AZZ Azz Inc. 0.34% 3,750 $314K No change
UFPT Ufp Technologies Inc. 0.34% 1,550 $313K Reduce -33.8%
EXPD Expeditors Intl Wash Inc. 0.34% 2,600 $313K No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.34% 5,700 $312K No change
MMSI Merit Medical Systems Inc. 0.34% 2,950 $312K New
BG Bunge Global SA 0.34% 4,050 $310K New
ALE Allete Inc. 0.34% 4,700 $309K No change
GRVY Gravity Co. Ltd.-Sponsored ADR 0.34% 5,100 $309K No change
WLK Westlake Corp. 0.33% 3,050 $305K No change
CAMT Camtek Ltd. 0.33% 5,200 $305K No change
AGM Federal Agric MTG Corp. Class C 0.33% 1,600 $300K No change
IDCC Interdigital Inc. 0.33% 1,450 $300K New
SSD Simpson Manufacturing Co. Inc. 0.32% 1,900 $298K Reduce -45.7%
SN Sharkninja Inc. 0.32% 3,500 $292K No change
JHX James Hardie Ord 0.31% 12,300 $290K No change
WFG West Fraser Timber Co. Ltd. 0.31% 3,750 $289K No change
CLH Clean Harbors Inc. 0.31% 1,450 $286K No change
ALGM Allegro Microsystems Inc. 0.31% 11,300 $284K No change
PAY Paymentus Holdings Inc. Class A 0.31% 10,800 $282K New
SNX TD Synnex Corp. 0.31% 2,700 $281K No change
MKSI MKS Inc. filed as MKS INSTRS INC 0.30% 3,500 $281K No change
ITGR Integer Holdings Corp. 0.30% 2,350 $277K New
WHD Cactus Inc. Class A 0.30% 6,050 $277K No change
PLMR Palomar Holdings Inc. 0.30% 2,000 $274K New
BAM Brookfield Asset Mgmt-A 0.30% 5,637 $273K No change
TGS Transportador Gas-ADR SP B 0.30% 10,300 $273K No change
GPK Graphic Packaging Holding Co. 0.29% 10,450 $271K No change
CRL Charles River Laboratories 0.29% 1,800 $271K No change
TASK Taskus Inc. Class A 0.29% 19,800 $270K No change
CBT Cabot Corp. 0.29% 3,200 $266K No change
PNFP Pinnacle Financial Partners 0.29% 2,500 $265K New
VCYT Veracyte Inc. 0.29% 8,900 $264K New
OKE Oneok Inc. 0.29% 2,650 $263K New
GWRE Guidewire Software Inc. 0.29% 1,400 $262K New
RRX Regal Rexnord Corp. 0.28% 2,300 $262K Reduce -43.6%
CVLT Commvault Systems Inc. 0.28% 1,650 $260K New
DRS Leonardo DRS Inc. 0.28% 7,900 $260K New
TX Ternium SA-Sponsored ADR 0.28% 8,275 $258K No change
DRVN Driven Brands Holdings Inc. 0.28% 14,850 $255K New
TOST Toast Inc. Class A 0.27% 7,600 $252K New
ARGX Argenx SE - ADR 0.27% 425 $252K New
HLIT Harmonic Inc. 0.27% 26,000 $249K No change
GLOB Globant SA 0.27% 2,100 $247K Reduce -45.3%
BCPC Balchem Corp. 0.26% 1,450 $241K New
BSY Bentley Systems Inc. Class B 0.26% 6,100 $240K No change
AVAV Aerovironment Inc. 0.26% 1,994 $238K No change
GRAB Grab Holdings Ltd. Class A 0.26% 52,000 $236K No change
PRIM Primoris Services Corp. 0.26% 4,100 $235K No change
WNS WNS Holdings Ltd. filed as WNS HLDGS LTD 0.25% 3,800 $234K New
HIMS Hims & Hers Health Inc. 0.25% 7,750 $229K New
GNRC Generac Holdings Inc. 0.25% 1,800 $228K No change
TBBK The Bancorp Inc. 0.25% 4,300 $227K New
GMS GMS Inc. 0.25% 3,100 $227K No change
VRRM Verra Mobility Corp. 0.24% 10,000 $225K No change
IBP Installed Building Products 0.24% 1,300 $223K Reduce -50.6%
GFF Griffon Corp. 0.24% 3,050 $218K New
FLOC Flowco Holdings Inc. Class A 0.24% 8,500 $218K New
ENVA Enova International Inc. 0.24% 2,250 $217K New
RRC Range Resources Corp. 0.23% 5,400 $216K Reduce -49.5%
ARIS WATER SOLUTIONS INC-A 0.23% 6,700 $215K New
TECH Bio-Techne Corp. 0.23% 3,600 $211K No change
MRX Marex UK Holdings Ltd. filed as MAREX GROUP PLC 0.23% 5,900 $208K New
GBX Greenbrier Companies Inc. 0.23% 4,050 $207K New
JBI Janus International Group Inc. 0.22% 28,500 $205K New
DV Doubleverify Holdings Inc. 0.22% 15,100 $202K No change
TGLS Tecnoglass Holdings Inc. 0.22% 2,800 $200K No change
DOLE Dole PLC 0.20% 12,600 $182K No change
GTM Zoominfo Technologies Inc. 0.19% 17,300 $173K No change

Portfolio Sells Q4 2024 → Q1 2025
KEX Kirby Corp. Sold out 0.00% −0.71
EXP Eagle Materials Inc. Reduce -62.6% 0.40% −0.65
NOG Northern Oil and Gas Inc. Sold out 0.00% −0.64
PR Permian Resources Corp. Class A Sold out 0.00% −0.62
TTEK Tetra Tech Inc. Sold out 0.00% −0.55
SRPT Sarepta Therapeutics Inc. Sold out 0.00% −0.54
GLOB Globant SA Reduce -45.3% 0.27% −0.52
INTA Intapp Inc. Sold out 0.00% −0.51
ARCO Arcos Dorados Holdings Inc. Class A Sold out 0.00% −0.51
RMBS Rambus Inc. Reduce -60.7% 0.39% −0.51
ASPN Aspen Aerogels Inc. Sold out 0.00% −0.50
ICLR Icon PLC Sold out 0.00% −0.49
DKS Dick's Sporting Goods Inc. Sold out 0.00% −0.49
FSS Federal Signal Corp. Sold out 0.00% −0.43
PARR Par Pacific Holdings Inc. Sold out 0.00% −0.40
ELF Elf Beauty Inc. Sold out 0.00% −0.40
FLR Fluor Corp. Sold out 0.00% −0.36
LSCC Lattice Semiconductor Corp. Sold out 0.00% −0.35
NOVT Novanta Inc. Sold out 0.00% −0.34
RRX Regal Rexnord Corp. Reduce -43.6% 0.28% −0.32
HAE Haemonetics Corp. Sold out 0.00% −0.30
RGEN Repligen Corp. Sold out 0.00% −0.30
MLR Miller Industries Inc. Sold out 0.00% −0.30
MLI Mueller Industries Inc. Reduce -25.9% 1.20% −0.29
NVT Nvent Electric PLC Sold out 0.00% −0.27
RDNT Radnet Inc. Sold out 0.00% −0.26
ARHS Arhaus Inc. Sold out 0.00% −0.26
BOOT Boot Barn Holdings Inc. Sold out 0.00% −0.25
INSM Insmed Inc. Reduce -46.7% 0.48% −0.24
STNE Stoneco Ltd. Class A Sold out 0.00% −0.24
AMPH Amphastar Pharmaceuticals Inc. Sold out 0.00% −0.24
SSD Simpson Manufacturing Co. Inc. Reduce -45.7% 0.32% −0.23
ONTO Onto Innovation Inc. Sold out 0.00% −0.23
SDHC Smith Douglas Homes Corp. Sold out 0.00% −0.23
GRBK Green Brick Partners Inc. Sold out 0.00% −0.22
UFPT Ufp Technologies Inc. Reduce -33.8% 0.34% −0.21
AMKR Amkor Technology Inc. Sold out 0.00% −0.20
IBP Installed Building Products Reduce -50.6% 0.24% −0.20
BJ Bj's Wholesale Club Holdings Reduce -42.6% 0.71% −0.15
RRC Range Resources Corp. Reduce -49.5% 0.23% −0.14
HOOD Robinhood Markets Inc. Class A Reduce -11.2% 0.72% +0.08
LPLA LPL Financial Holdings Inc. Reduce -7.0% 1.88% +0.09

Portfolio Buys Q4 2024 → Q1 2025
CYBR Cyberark Software Ltd./Israel Add +30.6% 1.49% +0.49
CWAN Clearwater Analytics HDS-A New 0.44% +0.44
SNEX Stonex Group Inc. Add +45.8% 0.87% +0.42
ERIE Erie Indemnity Company Class A New 0.40% +0.40
RNR Renaissancere Holdings Ltd. New 0.38% +0.38
TNET Trinet Group Inc. New 0.37% +0.37
AFYA Afya Ltd. Class A New 0.35% +0.35
MMSI Merit Medical Systems Inc. New 0.34% +0.34
BG Bunge Global SA New 0.34% +0.34
IDCC Interdigital Inc. New 0.33% +0.33
PAY Paymentus Holdings Inc. Class A New 0.31% +0.31
ITGR Integer Holdings Corp. New 0.30% +0.30
LNTH Lantheus Holdings Inc. Add +95.9% 0.51% +0.30
PLMR Palomar Holdings Inc. New 0.30% +0.30
PNFP Pinnacle Financial Partners New 0.29% +0.29
DSGX The Descartes Systems Grp Add +31.7% 1.18% +0.29
VCYT Veracyte Inc. New 0.29% +0.29
OKE Oneok Inc. New 0.29% +0.29
GWRE Guidewire Software Inc. New 0.29% +0.29
CVLT Commvault Systems Inc. New 0.28% +0.28
DRS Leonardo DRS Inc. New 0.28% +0.28
DRVN Driven Brands Holdings Inc. New 0.28% +0.28
TOST Toast Inc. Class A New 0.27% +0.27
ARGX Argenx SE - ADR New 0.27% +0.27
BCPC Balchem Corp. New 0.26% +0.26
DORM Dorman Products Inc. Add +48.6% 0.72% +0.26
WNS WNS Holdings Ltd. New 0.25% +0.25
HIMS Hims & Hers Health Inc. New 0.25% +0.25
TBBK The Bancorp Inc. New 0.25% +0.25
FLOC Flowco Holdings Inc. Class A New 0.24% +0.24
GFF Griffon Corp. New 0.24% +0.24
ENVA Enova International Inc. New 0.24% +0.24
ARIS WATER SOLUTIONS INC-A New 0.23% +0.23
MRX Marex UK Holdings Ltd. New 0.23% +0.23
GBX Greenbrier Companies Inc. New 0.23% +0.23
ENSG The Ensign Group Inc. Add +66.7% 0.49% +0.22
JBI Janus International Group Inc. New 0.22% +0.22
TR Tootsie Roll Inds Add +3.0% 0.35% +0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 249$163.3MFIX, IESC, KLAC, ICVT, CWB
Q1 2026 214$119.5MFIX, IESC, ICVT, CWB, FN
Q4 2025 219$125.1MFIX, ICVT, IESC, CWB, VWOB
Q3 2025 206$125.4MICVT, CWB, FIX, IESC, PFF
Q2 2025 208$104.8MAXON, LPLA, IESC, FIX, CYBR
Q1 2025 206$92.0MLPLA, AXON, CYBR, FIX, MLI
Q4 2024 204$104.0MLPLA, FIX, AXON, MLI, IESC
Q3 2024 194$97.6MFIX, MLI, LPLA, EXP, IESC
Q2 2024 189$93.1MSMCI, LPLA, MLI, KLAC, CAMT
Q1 2024 217$105.1MSMCI, MLI, LPLA, RMBS, SAIA