York GP, Ltd. holds a concentrated book of 3 reported positions worth $126.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Miami International Holdings. Their largest long position is Texas Pacific Land Corp at 93% of the reported non-option book.
Top-heavy: concentrated book
Excluding Texas Pacific Land Corp (93% of the book), the rest is a 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
+1 sector below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
No trims or exits this quarter.
Other tracked managers holding the same core names as York GP, Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Horizon Kinetics Asset Management LLC | 3 / 3 | $4.6B |
| Mad River Investors | 2 / 3 | $135.6M |
| EagleClaw Capital Managment, LLC | 2 / 3 | $69.4M |
| Promethium Advisors,llc | 2 / 3 | $10.6M |
| Moors & Cabot, Inc. | 2 / 3 | $79.9M |
| PKS Advisory Services, LLC | 2 / 3 | $14.3M |
| BLI - Banque de Luxembourg Investments | 2 / 3 | $24.7M |
| Tocqueville Asset Management L.P. | 2 / 3 | $48.1M |
Ranked by the share of each fund's own book sitting in the names it shares with York GP, Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1289994/holdings"
Use Arkolith to show York GP, Ltd.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 3 | $126.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 15d | 2 | $127.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 2 | $78.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 22d | 3 | $92.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 3 | $104.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 2 | $123.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 30d | 2 | $106.4M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 22, 2024 | 22d | 3 | $72.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.