Yorktown Management & Research Co Inc Q2 2026 Filing

Filed July 23, 2026

Portfolio Value

$66.9B

Holdings

249

Report Date

Q2 2026

Filing Type

13F-HR

All Holdings (249 positions)

StockValue
LADLithia Motors, Inc.
$610K
TDYTeledyne Technologies, Inc.
$600K
EXPEagle Materials, Inc.
$592K
RLRalph Lauren Corporation
$586K
AZZAZZ, Inc.
$581K
ROADConstruction Partners, Inc.
$570K
HCIHCI Group, Inc.
$561K
PHMPulteGroup, Inc.
$549K
ENVAEnova International, Inc.
$542K
AGXArgan, Inc.
$535K
SNSharkNinja, Inc.
$533K
TWSTTwist Bioscience Corporation
$525K
TTMITTM Technologies, Inc.
$524K
HLIHoulihan Lokey, Inc.
$516K
CVCOCavco Industries, Inc.
$492K
FRHCFreedom Holding Corp
$483K
TYLTyler Technologies, Inc.
$483K
BLDTopBuild Corporation
$461K
RNRRenaissanceRe Holdings Ltd.
$460K
HEIHEICO Corporation
$456K
KAIKadant, Inc.
$448K
CLHClean Harbors, Inc.
$433K
ASRGrupo Aeroportuario del Sureste S.A.B. de C.V.
$426K
BCPCBalchem Corporation
$422K
BOOTBoot Barn Holdings, Inc.
$419K
BLLNBilliontoone, Inc.
$414K
LGNDLigand Pharmaceuticals, Inc.
$411K
IDIInterDigital, Inc.
$411K
NVTnVent Electric plc
$407K
LNTHLantheus Holdings, Inc.
$399K
ARGXArgenx S.E.
$394K
AIRAAR Corporation
$393K
GVAGranite Construction, Inc.
$379K
RYTMRhythm Pharmaceuticals, Inc.
$366K
CBRECBRE Group, Inc.
$364K
CSWCSW Industrials, Inc.
$362K
AAOIApplied Optoelectronics, Inc.
$348K
MCYMercury General Corporation
$331K
GTLSChart Industries, Inc.
$324K
PTCPTC, Inc.
$318K
NXTNextpower, Inc.
$304K
UMBFUMB Financial Corporation
$300K
MDGLMadrigal Pharmaceuticals, Inc.
$268K
WLFCWillis Lease Finance Corporation
$257K
TXRHTexas Roadhouse, Inc.
$257K
FSSFederal Signal Corporation
$257K
UFPTUFP Technologies, Inc.
$256K
HUTHut 8 Corporation
$248K
POWLPowell Industries, Inc.
$241K
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