YEPI

Yorktown Energy Partners IX Portfolio holdings

AUM $57.5M
1-Year Est. Return 3.63%
This Quarter Est. Return
1 Year Est. Return
+3.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$143M

Top Sells

No sells this quarter

Sector Composition

1 Energy 50%
2 Materials 50%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$143M 50%
7,700,358
2
$143M 50%
+15,267,712