YG

York GP Portfolio holdings

AUM $104M
This Quarter Return
-26.06%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$77.9M
AUM Growth
Cap. Flow
+$77.9M
Cap. Flow %
100%
Top 10 Hldgs %
100%
Holding
3
New
3
Increased
Reduced
Closed

Top Buys

1
TPL icon
Texas Pacific Land
TPL
$71.9M
2
DHR icon
Danaher
DHR
$5.04M
3
CVEO icon
Civeo
CVEO
$929K

Top Sells

No sells this quarter

Sector Composition

1 Energy 92.33%
2 Healthcare 6.47%
3 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TPL icon
1
Texas Pacific Land
TPL
$21.5B
$71.9M 92.33%
+42,265
New +$71.9M
DHR icon
2
Danaher
DHR
$147B
$5.04M 6.47%
+20,000
New +$5.04M
CVEO icon
3
Civeo
CVEO
$298M
$929K 1.19%
+45,000
New +$929K