Fund HoldingsYorktown Management & Research Co Inc

Total Portfolio Value
$95.78M
Total Bought
$9.89M
Total Sold
$12.69M
Net Transaction
-$2.80M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
iShares Russell 2000 ETF04,000+4,00008030.84%+803
RADNET, INC.(RDNT)019,500+19,50006780.71%+678
Amkor Technology, Inc.029,500+29,50009811.02%+981
Uranium Energy Corp.(UEC)070,700+70,70004520.47%+452
Mueller Industries, Inc.(MLI)19,90039,800+19,9001,4961,8771.96%+381
Merchants Bancorp/IN(MBIN)08,800+8,80003750.39%+375
Endava PLC04,400+4,40003430.36%+343
Floor and Decor Holdings, Inc.(FND)03,000+3,00003350.35%+335
WillScot Mobile Mini Holdings Corp.(WSC)07,500+7,50003340.35%+334
XP, Inc.(XP)012,800+12,80003340.35%+334
EPAM Systems, Inc.(EPAM)01,120+1,12003330.35%+333
Comfort Systems USA, Inc.(FIX)01,600+1,60003290.34%+329
DoubleVerify Holdings, Inc.(DV)08,900+8,90003270.34%+327
Fabrinet(FN)01,700+1,70003240.34%+324
Bunge Global SA(BG)03,200+3,20003230.34%+323
Sun Communities, Inc.(SUI)02,400+2,40003210.33%+321
Kulicke & Soffa Industries, Inc.(KLIC)012,300+12,30006730.70%+673
Rambus, Inc.(RMBS)024,600+24,60001,6791.75%+1,679
Powell Industries, Inc.(POWL)03,400+3,40003010.31%+301
Mosaic Co./The(MOS)08,400+8,40003000.31%+300
NICE-Systems Ltd.(NICE)01,500+1,50002990.31%+299
Bentley Systems, Inc.(BSY)05,700+5,70002970.31%+297
RBC Bearings, Inc.(RBC)01,000+1,00002850.30%+285
Encore Wire Corp.01,325+1,32502830.30%+283
Axcelis Technologies, Inc.02,000+2,00002590.27%+259
Stevanato Group SpA
ORD SHS
09,300+9,30002540.26%+254
Skyworks Solutions, Inc.(SWKS)02,100+2,10002360.25%+236
Arcos Dorados Holdings Inc.(ARCO)073,000+73,00009260.97%+926
Alpha Metallurgical Resources, Inc.2,9002,90007539831.03%+230
Cleveland-Cliffs, Inc.(CLF)046,500+46,50009500.99%+950
Catalyst Pharmaceuticals, Inc.040,500+40,50006810.71%+681
KKR & Co. LP(KKR)9,7009,70005988040.84%+206
Qualys, Inc.(QLYS)4,7004,70007179230.96%+206
Logitech International S.A.
SHS
7,5007,50005177130.74%+196
Dick's Sporting Goods, Inc.(DKS)04,800+4,80007050.74%+705
KLA-Tencor Corp.(KLAC)01,500+1,50008720.91%+872
Matson, Inc.(MATX)8,5008,50007549320.97%+177
Trex Co., Inc.(TREX)08,300+8,30006870.72%+687
CyberArk Software Ltd.3,1003,10005086790.71%+171
Novanta, Inc.(NOVT)06,500+6,50001,0951.14%+1,095
D.R. Horton, Inc.(DHI)03,600+3,60005470.57%+547
TopBuild Corp.01,300+1,30004870.51%+487
Core & Main, Inc.(CNM)013,300+13,30005370.56%+537
James Hardie Industries PLC012,300+12,30004760.50%+476
Grupo Aeroportuario del Sureste SAB de CV01,390+1,39004090.43%+409
UFP Industries, Inc.(UFPI)6,3006,30006457910.83%+146
Performance Food Group Co.(PFGC)4,3005,630+1,3302533890.41%+136
Ingersoll Rand, Inc.(IR)09,700+9,70007500.78%+750
First BanCorp. (Puerto Rico)(FBP)44,00044,00005927240.76%+132
CBRE Group, Inc.(CBRE)06,700+6,70006240.65%+624
Arista Networks, Inc.2,4502,45004515770.60%+126
Five Below, Inc.(FIVE)02,400+2,40005120.53%+512
PulteGroup, Inc.(PHM)04,000+4,00004130.43%+413
Medpace Holdings, Inc.(MEDP)1,8001,80004365520.58%+116
StoneCo Ltd.(STNE)015,700+15,70002830.30%+283
elf Beauty, Inc.(ELF)3,3003,30003624760.50%+114
The Carlyle Group, Inc.(CG)010,600+10,60004310.45%+431
Masterbrand Inc.(MBC)40,65040,65004946040.63%+110
Monolithic Power Systems, Inc.(MPWR)0650+65004100.43%+410
WESCO International, Inc.(WCC)03,600+3,60006260.65%+626
Entegris, Inc.(ENTG)03,900+3,90004670.49%+467
SPS Commerce, Inc.(SPSC)04,330+4,33008390.88%+839
Genworth Financial, Inc.(GNW)122,000122,00007158150.85%+100
Patrick Industries, Inc.(PATK)3,7003,70002783710.39%+94
PTC, Inc.(PTC)2,8002,80003974900.51%+93
M.D.C. Holdings, Inc.6,6006,60002723650.38%+93
Simpson Manufacturing Co., Inc.(SSD)1,9001,90002853760.39%+92
Amphastar Pharmaceuticals, Inc.(AMPH)5,7005,70002623530.37%+90
ICON PLC(ICLR)02,450+2,45006940.72%+694
Grupo Aeroportuario del Centro Norte(OMAB)3,4004,550+1,1502953850.40%+90
StoneX Group, Inc.(SNEX)6,4009,600+3,2006207090.74%+88
Descartes Systems Group, Inc./The(DSGX)08,200+8,20006890.72%+689
Pampa Energia SA(PAM)7,2007,20002693570.37%+88
PJT Partners, Inc.(PJT)3,9003,90003103970.41%+87
Winnebago Industries, Inc.(WGO)06,400+6,40004660.49%+466
Globant SA
COM
2,1002,10004155000.52%+84
Advanced Drainage Systems, Inc.(WMS)3,1003,10003534360.46%+83
Gold Fields Ltd.(GFI)022,750+22,75003290.34%+329
Taylor Morrison Home Corp.(TMHC)07,400+7,40003950.41%+395
Evercore Partners, Inc.(EVR)2,3752,37503274060.42%+79
Louisiana-Pacific Corp.(LPX)05,050+5,05003580.37%+358
Thor Industries, Inc.(THO)03,325+3,32503930.41%+393
Hamilton Lane, Inc.(HLNE)3,3003,30002983740.39%+76
ASE Technology Holding Co Ltd.(ASX)039,600+39,60003730.39%+373
Celanese Corp.(CE)2,5002,50003143880.41%+75
Concentrix Corp.(CNXC)4,1004,10003284030.42%+74
Warrior Met Coal, Inc.(HCC)7,5007,50003834570.48%+74
Boise Cascade Co.(BCC)2,8002,80002893620.38%+74
Saia, Inc.(SAIA)01,840+1,84008060.84%+806
Charles River Laboratories International, Inc.(CRL)01,800+1,80004260.44%+426
IES Holdings, Inc.(IESC)5,4005,40003564280.45%+72
Raymond James Financial, Inc.(RJF)06,450+6,45007190.75%+719
Lithia Motors, Inc.(LAD)02,100+2,10006910.72%+691
Take-Two Interactive Software, Inc.(TTWO)03,400+3,40005470.57%+547
Korn/Ferry International(KFY)5,7005,70002703380.35%+68
Kratos Defense & Security Solutions, Inc.(KTOS)13,06413,000-641962640.28%+68
STMicroelectronics NV(STM)09,400+9,40004710.49%+471
Universal Display Corp.(OLED)1,9001,90002983630.38%+65
Repligen Corp.(RGEN)03,050+3,05005480.57%+548
Generac Holdings, Inc.(GNRC)03,100+3,10004010.42%+401
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