JY
PEO

Jeff Yass’s Adams Natural Resources Fund PEO Stock Holding History

Jeff Yass’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$230K Buy
+9,300
New +$242K ﹤0.01% 11657
2025
Q2 		– Sell
-16,600
Closed -$379K – 13463
2025
Q1 		$379K Buy
16,600
+2,600
+19% +$58.3K ﹤0.01% 9534
2024
Q4 		$304K Buy
+14,000
New +$319K ﹤0.01% 9802
2024
Q1 		– Sell
-10,914
Closed -$217K – 13053
2023
Q4 		$217K Sell
10,914
-4,574
-30% -$93.6K ﹤0.01% 10515
2023
Q3 		$344K Buy
+15,488
New +$336K ﹤0.01% 9054
2020
Q1 		– Sell
-15,904
Closed -$252K – 10718
2019
Q4 		$252K Sell
15,904
-9,563
-38% -$146K ﹤0.01% 8348
2019
Q3 		$388K Buy
+25,467
New +$387K ﹤0.01% 7803

Other funds holding PEO

ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 38.39% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $135M AUM 35.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Jeff Yass's PEO Position: Q2 2026 in Review

Jeff Yass sold out of Adams Natural Resources Fund (PEO) in Q2 2026, closing a stake of 8,514 shares — an estimated $221K sold.

Jeff Yass first reported a position in PEO in Q3 2016 and held it in 8 quarters. The position peaked at $554K in Q2 2025. 99 funds tracked by Wall St. Rank hold PEO as of Q2 2026.

  • Jeff Yass reported no remaining Adams Natural Resources Fund position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 8,514 Adams Natural Resources Fund shares in Q2 2026, an estimated $221K.
  • Jeff Yass first reported a position in Adams Natural Resources Fund in Q3 2016 and held it in 8 quarters.
  • Jeff Yass's Adams Natural Resources Fund position peaked at $554K in Q2 2025.
  • 99 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.