York GP, Ltd. — 13F Holdings & Portfolio

CIK 1289994 · latest 13F-HR filed 2026-07-22

York GP, Ltd. manages $126.3M in 13F-reported U.S. long-equity assets across 3 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TPL (93.04%), MIAX (6.79%), JAPN (0.18%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 0, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
UGLAND HOUSE
SOUTH CHURCH STREET, GEORGE TOWN
GRAND CAYMAN, E9 KY1-1104
Phone
(917) 941-5270
Filing Manager
York GP, Ltd.
GRAND CAYMAN, E9
Signatory
Stephen Nicholas Walker
Director
Loading holdings…
AUM

$126.3M

Long-equity book

Holdings

3

Distinct positions

Period

2026-06-30

Filed 2026-07-22

Q/Q Activity

+1 / −0 / ↑0 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • TEXAS PACIFIC LAND CORPORATI-$9.9M -7.8%
Show all 1

New Positions

  • MIAMI INTL HLDGS INC$8.6M
Show all 1

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $117.6M 93.04% 268,600 SH
2 MIAMI INTL HLDGS INC MIAX 59356Q108 $8.6M 6.79% 230,729 SH
3 LISTED FDS TR JAPN 53656H835 $224.9K 0.18% 10,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $126.3M 3 0001289994-26-000003
2026-03-31 2026-04-15 $127.7M 2 0001289994-26-000002
2025-12-31 2026-01-27 $78.0M 2 0001289994-26-000001