YG
York GP Portfolio holdings
AUM
$104M
This Quarter Return
+35.82%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$83.8M
AUM Growth
+$83.8M
(+36%)
Cap. Flow
+$730K
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
2
Reduced
–
Closed
–
Top Buys
| 1 |
Danaher
DHR
|
$620K |
| 2 |
Texas Pacific Land
TPL
|
$109K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 92.23% |
| 2 | Healthcare | 6.66% |
| 3 | Consumer Discretionary | 1.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Texas Pacific Land
TPL
$21.5B
| $77.3M | 92.23% |
42,400
+60
| +0.1% | +$109K |
|
|
2
Danaher
DHR
$147B
| $5.58M | 6.66% |
22,500
+2,500
| +13% | +$620K |
|
3
Civeo
CVEO
$298M
| $933K | 1.11% |
45,000
| – | – |
|