Vault-13

Yorktown Energy Partners XI, L.P.

New York, NY · CIK 1667954 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$108.1m reported value -23.6% vs Q1 2026
4positions
100.0%in top 10
0 new 1 added 1 reduced 0 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 RILEY EXPLORATION PERMIAN IN COM REPX REPX 1,284,113 $42.3m39.15% 39.15% ReducedShares held: Q3 2025 1.8m, Q4 2025 1.8m, Q1 2026 1.8m, Q2 2026 1.3m -500.0k -500,000 -28.0%
2 RAMACO RES INC COM CL A METC METC 2,979,968 $39.4m36.47% 36.47% UnchangedShares held: Q3 2025 3.8m, Q4 2025 3.8m, Q1 2026 3.0m, Q2 2026 3.0m
3 EPSILON ENERGY LTD COM EPSN EPSN 2,869,560 $15.5m14.36% 14.36% UnchangedShares held: Q3 2025 0, Q4 2025 2.8m, Q1 2026 2.9m, Q2 2026 2.9m
4 RAMACO RES INC COM CL B METCB METCB 1,265,591 $10.8m10.01% 10.01% AddedShares held: Q3 2025 1.2m, Q4 2025 1.3m, Q1 2026 1.3m, Q2 2026 1.3m +15.0k +14,978 1.2%

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
ARIS WATER SOLUTIONS INC ARIS · 13G · filed 2025-05-15 ARIS 22.2% 13G 2025-05-15
EPSILON ENERGY LTD EPSN · 13D · filed 2025-11-25 EPSN 9.6%≈ $15.5m new 13D 2025-11-25
RILEY EXPLORATION PERMIAN IN REPX · 13D · filed 2026-05-28 REPX 5.9%≈ $47.5m 13D 2026-05-28
RAMACO RES INC 13D · filed 2026-03-31 5.3% -1.5 pts 13D 2026-03-31