York GP, Ltd. holds a concentrated book of 3 stocks worth $126.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Miami International Holdings. Their largest long position is Texas Pacific Land Corp at 93% of the equity book. Cloning the disclosed picks since 2024 would be +75% (+25.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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The reported book (valued from quarter-end) returned +82.3%, a 6.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning York GP, Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No trims or exits this quarter.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Texas Pacific Land Corporati COM | $117.6M | 268.6K | 93.0% | —Held | |
| 2 | Miami Intl Hldgs Inc COM | $8.6M | 230.7K | 6.8% | ▲New New position | |
| 3 | Listed FDS TR HORI KI JAPA ETF | $225K | 10.0K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 3 | $126.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 2 | $127.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 2 | $78.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 3 | $92.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 3 | $104.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 2 | $123.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 2 | $106.4M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 22, 2024 | 3 | $72.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.