Asset Manager
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YORKTOWN ENERGY PARTNERS IX, L.P.
Market Value
$20M
-2.6%
Holdings
2
+1
New Purchases
1
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| EPSN | 27.41% | 0.00% | +27.41% | $5M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| METCB | 72.59% | 100.00% | -27.41% | $15M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Small Cap | 1 | $15M | 72.6% |
| Micro Cap | 1 | $5M | 27.4% |
Portfolio Analytics
Avg Market Cap
$509M
Median Market Cap
$509M
Avg P/E
—
Median P/E
—
Avg Dividend Yield
0.02%
Avg Beta
0.54
# Stocks
2
# ETFs / Funds
0
Top Holdings (2 total)
New Positions
| Symbol | Value | % Port |
|---|---|---|
| EPSN | $5M | 27.41% |