Fund Holdings — Yorktown Management & Research Co Inc

Total Portfolio Value
$119.55M
Total Bought
$16.71M
Total Sold
$24.50M
Net Transaction
-$7.79M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
▲▼
Change
▲▼
Palo Alto Networks, Inc.(PANW)08,911+8,91101,4291.20%+1,429
Comfort Systems USA, Inc.(FIX)3,5003,210-2903,2674,4273.70%+1,160
Lumentum Holdings, Inc.(LITE)01,125+1,12507910.66%+791
iShares iBoxx $ Investment Grade Corporate Bond8,00014,000+6,0008821,5261.28%+644
Nova Ltd.(NVMI)3,2003,780+5801,0511,6421.37%+591
IES Holdings, Inc.(IESC)6,3406,34002,4663,0212.53%+554
Sunbelt Rentals Holdings, Inc.(SUNB)08,200+8,20005340.45%+534
Camtek Ltd.(CAMT)5,2007,050+1,8505531,0690.89%+516
Axos Financial, Inc.(AX)06,000+6,00005110.43%+511
Evolv Technologies Holdings, Inc.(EVLV)072,500+72,50004390.37%+439
Graham Corporation(GHM)05,450+5,45004300.36%+430
DigitalOcean Holdings, Inc.(DOCN)04,900+4,90004200.35%+420
ESCO Technologies, Inc.(ESE)1,1252,225+1,1002206260.52%+406
Modine Manufacturing Company(MOD)4,1504,15005548990.75%+345
VSE Corporation(VSEC)01,800+1,80003320.28%+332
Piper Sandler Cos(PIPR)04,240+4,24003250.27%+325
BitMine Immersion Technologies, Inc.(BMNP)016,400+16,40003240.27%+324
Thermon Group Holdings, Inc.06,300+6,30003180.27%+318
Cytokinetics, Inc.(CYTK)04,750+4,75003130.26%+313
PDF Solutions, Inc.(PDFS)09,550+9,55003120.26%+312
Appfolio, Inc.(APPF)01,950+1,95003080.26%+308
Clear Secure, Inc.(YOU)06,350+6,35003070.26%+307
Lamb Weston Holdings, Inc.(LW)07,200+7,20003040.25%+304
Axsome Therapeutics, Inc.(AXSM)1,7003,600+1,9003106080.51%+298
Select Water Solutions, Inc.(WTTR)019,450+19,45002980.25%+298
Onestream, Inc.
CL A
012,300+12,30002950.25%+295
Halozyme Therapeutics, Inc.(HALO)04,450+4,45002880.24%+288
nVent Electric plc(NVT)02,400+2,40002840.24%+284
FTAI Aviation Ltd.(FTAI)5,8005,80001,1421,4211.19%+279
Dynatrace, Inc.(DT)07,450+7,45002760.23%+276
Insulet Corporation(PODD)01,300+1,30002730.23%+273
Par Pacific Holdings, Inc.(PARR)9,9009,90003486200.52%+272
StoneX Group, Inc.(SNEX)10,50015,750+5,2509991,2701.06%+271
Texas Pacific Land Corporation(TPL)1,4401,44004146830.57%+270
Ryan Specialty Holdings, Inc.(RYAN)07,950+7,95002680.22%+268
Gorman-Rupp Company (The)(GRC)04,300+4,30002670.22%+267
On Holding A.G.(ONON)07,500+7,50002550.21%+255
Ciena Corporation(CIEN)1,6501,65003866410.54%+255
Cipher Digital, Inc.(CIFR)019,700+19,70002540.21%+254
Fabrinet(FN)3,8003,80001,7301,9821.66%+252
Guardant Health, Inc.(GH)5,5508,850+3,3005678170.68%+251
Credo Technology Group Holding Ltd.
ORDINARY SHARES
02,650+2,65002490.21%+249
Range Resources Corporation(RRC)05,400+5,40002440.20%+244
Bridgebio Pharma, Inc.(BBIO)03,250+3,25002410.20%+241
UMB Financial Corporation(UMBF)02,100+2,10002370.20%+237
Mirum Pharmaceuticals, Inc.(MIRM)02,550+2,55002360.20%+236
MasTec, Inc.(MTZ)2,2002,20004787080.59%+230
KLA Corporation(KLAC)89089001,0811,3101.10%+229
Casey's General Stores, Inc.(CASY)1,2001,20006638730.73%+210
TETRA Technologies, Inc.(TTI)023,850+23,85002030.17%+203
IonQ, Inc.(IONQ)07,000+7,00002020.17%+202
Balchem Corporation1,4502,500+1,0502224240.35%+201
Bright Horizons Family Solutions, Inc.(BFAM)02,440+2,44002000.17%+200
UiPath, Inc.(PATH)017,250+17,25001910.16%+191
D-Wave Quantum, Inc.(QBTS)013,100+13,10001890.16%+189
CECO Environmental Corporation(CECO)9,70012,900+3,2005817690.64%+188
RBC Bearings, Inc.(RBC)1,9701,97008831,0700.90%+187
Curtiss-Wright Corporation(CW)1,4001,40007729540.80%+182
Eagle Materials, Inc.(EXP)1,6502,630+9803414980.42%+157
Kodiak Gas Services, Inc.(KGS)7,5007,50002814370.37%+157
Argan, Inc.67067002103650.31%+155
Woodward, Inc.(WWD)2,7502,75008319840.82%+153
Hawkins, Inc.(HWKN)5,1505,750+6007328830.74%+152
TransMedics Group, Inc.(TMDX)3,5005,800+2,3004265770.48%+151
iShares iBoxx $ High Yield Corporate Bond ETF8,00010,000+2,0006457960.67%+151
BWX Technologies, Inc.(BWXT)4,7004,70008129610.80%+149
FirstCash Holdings, Inc.(FCFS)4,9504,95007899310.78%+142
TG Therapeutics, Inc.(TGTX)10,65013,700+3,0503174550.38%+138
WESCO International, Inc.(WCC)4,5504,55001,1131,2451.04%+132
HA Sustainable Infrastructure Capital, Inc.(HASI)23,55023,55007408650.72%+125
Monolithic Power Systems, Inc.(MPWR)65065005897110.59%+122
Primoris Services Corporation(PRIM)6,1506,15007638800.74%+116
RingCentral, Inc.(RNG)13,05013,05003774850.41%+108
BlackLine, Inc.(BL)5,50011,000+5,5003044070.34%+103
Ensign Group, Inc. (The)(ENSG)3,5003,50006107050.59%+96
Freedom Holding Corp(FRHC)3,7003,70004505360.45%+86
Teledyne Technologies, Inc.(TDY)90090004605450.46%+85
Leonardo DRS, Inc.(DRS)7,9007,90002693520.29%+82
Tootsie Roll Industries, Inc.(TR)10,30010,609+3093774530.38%+76
Clean Harbors, Inc.(CLH)1,4501,45003404160.35%+76
V2X, Inc.(VVX)5,4005,40002953700.31%+75
United States Lime & Minerals, Inc.(USLM)6,2256,22507458130.68%+68
AZZ, Inc.3,7503,75004024690.39%+67
Digi International, Inc.(DGII)13,70013,70005936600.55%+67
Universal Technical Institute, Inc.(UTI)9,1008,450-6502383050.26%+67
Allegro MicroSystems, Inc.(ALGM)11,30011,30002983560.30%+58
NCR Atleos Corporation(NATL)10,40010,40003964530.38%+57
ITT, Inc.(ITT)3,3003,30005736290.53%+56
Penumbra, Inc.(PEN)3,0003,00009339850.82%+52
TD SYNNEX Corporation(SNX)2,7002,70004064560.38%+50
Saia, Inc.(SAIA)1,8401,84006016460.54%+46
Gold Fields Ltd.(GFI)22,75022,75009931,0330.86%+40
Marex Group PLC(MRX)5,9005,90002262630.22%+37
Transportadora de Gas del Sur S.A.(TGS)10,30010,30003203560.30%+36
API Group Corporation(APG)15,15015,15005806140.51%+34
Interactive Brokers Group, Inc.(IBKR)12,40012,40007978320.70%+34
Krystal Biotech, Inc.(KRYS)2,0002,00004935170.43%+24
RenaissanceRe Holdings Ltd.(RNR)1,4501,45004084310.36%+23
Karman Holdings, Inc.(KRMN)3,3503,35002452680.22%+23
Hamilton Insurance Group Ltd.(HG)9,6009,60002682860.24%+19
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Yorktown Management & Research Co Inc — 13F Holdings — Q1 2026 | TickerTrail