Long-term investor

Yorktown Management & Research Co. Inc. @yorktownmanagementresear

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001313559).

Record

  • Tracked since 2025-06-30 (434 days), 393 trades recorded
  • Returns: week n/a · month n/a · 90 days +14.5% · 6 months +12.2% · 1 year +19.9% · all +19.9%
  • Max drawdown -2.1% · Sharpe 0.93 · win rate 12% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • FIX · 3.6% · long · since 2025-06-30
  • IESC · 2.5% · long · since 2025-06-30
  • KLAC · 1.6% · long · since 2025-06-30
  • ICVT · 1.5% · long · since 2025-09-30
  • CWB · 1.3% · long · since 2025-09-30
  • VWOB · 1.2% · long · since 2025-09-30
  • GH · 1.1% · long · since 2025-06-30
  • SNEX · 1.1% · long · since 2025-06-30
  • FN · 1.1% · long · since 2025-06-30
  • NVMI · 1.1% · long · since 2025-06-30
  • ACMR · 1.0% · long · since 2025-06-30
  • ANET · 1.0% · long · since 2025-06-30

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