York GP, Ltd.

Concentrated strategySector-focusedQuality / disciplined sizing

Total reported value

$127.7M

Reporting period: 2026-03-31 · Number of holdings: 2

York GP, Ltd. disclosed 2 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $127.7M and a quarterly turnover rate of 48.4%.

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Personality snowflake

Concentration: 100
Portfolio Stability: 48.4
Momentum/Contrarian: 50
Sector conviction: 100
Diversification: 4
Sizing Uniformity: 85.91

Recent moves

Add TPL
-0.7%　$49.7M
Trim JAPN
0.0%　-$30.6K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	TPL	Texas Pacific Land CORP	Stock-Energy	99.82%	+0.15%	-0.74%
2	JAPN	Horizon Kinetics Japan Owner	ETF-Other	0.18%	-0.15%	—

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	2	$127.7M	48	1TPL 2JAPN Top holdings2026-03-31 1.TPL 2.JAPN
2025-12-31	2	$78.0M	16	1TPL 2JAPN Top holdings2025-12-31 1.TPL 2.JAPN
2025-09-30	3	$92.0M	45	1TPL 2ABNB 3JAPN Top holdings2025-09-30 1.TPL 2.ABNB 3.JAPN
2025-06-30	3	$104.4M	0	1TPL 2ABNB 3JAPN Top holdings2025-06-30 1.TPL 2.ABNB 3.JAPN
2025-03-31	2	$123.2M	0	1TPL 2DHR Top holdings2025-03-31 1.TPL 2.DHR
2024-12-31	2	$106.4M	0	1TPL 2DHR Top holdings2024-12-31 1.TPL 2.DHR
2023-12-31	3	$72.3M	0	1TPL 2DHR 3CVEO Top holdings2023-12-31 1.TPL 2.DHR 3.CVEO
2023-09-30	3	$83.8M	0	1TPL 2DHR 3CVEO Top holdings2023-09-30 1.TPL 2.DHR 3.CVEO
2023-06-30	3	$61.4M	0	1TPL 2DHR 3CVEO Top holdings2023-06-30 1.TPL 2.DHR 3.CVEO
2023-03-31	3	$77.9M	0	1TPL 2DHR 3CVEO Top holdings2023-03-31 1.TPL 2.DHR 3.CVEO

Holding changes this quarter

York GP, Ltd.'s most significant position changes for 2026-03-31: Trim: Texas Pacific Land CORP (TPL) — shares -0.74%.

Position changes disclosed by York GP, Ltd. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	TPL	Texas Pacific Land CORP	+0.2%	-0.74%	Trim
2	JAPN	Horizon Kinetics Japan Owner	-0.2%	—	Unchanged

FAQ

What is York GP, Ltd. and what type of investor is it?

York GP, Ltd. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $127.7M, spread across 2 disclosed positions.

What are York GP, Ltd.'s largest equity positions?

Based on the latest 13F filing, York GP, Ltd.'s top holdings by market value are: 1. Texas Pacific Land CORP (TPL) — $127.5M (99.8%) 2. Horizon Kinetics Japan Owner (JAPN) — $226.5K (0.2%)

What changes did York GP, Ltd. make in its most recent portfolio filing?

In the latest quarter, York GP, Ltd. took a more defensive posture — trimming 1 positions and completely exiting 0 holdings. The largest of these moves: Trim: Texas Pacific Land CORP (TPL) — shares -0.74%

What sectors does York GP, Ltd. focus on?

York GP, Ltd. is concentrated in the following sectors based on its current disclosed equity portfolio: • Energy: 100.0%