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Yorktown Management & Research Co Inc

Q4 2025 13F Holdings

  • Location
    forest, VA
  • Num holdings

    219

  • Value ($000)

    $125,092

  • Date Filed
    01/23/2026
  • Form type
    13F-HR
  • CIK
    0001313559
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FIX

Comfort Systems USA, Inc.

COM
199908104
$3.27M
3 %

3,500

I
ICVT

iShares Convertible Bond ETF

CONV BD ETF
46435G102
$2.66M
2 %

27,000

I
IESC

IES Holdings, Inc.

COM
44951W106
$2.47M
2 %

6,340

---

SPDR Bloomberg Convertible Securities ETF

STATE STREET SPD
78464A359
$2.41M
2 %

27,000

V
VWOB

Vanguard Emerging Markets Government Bond ETF

EM MK GOV BD ETF
921946885
$2.23M
2 %

33,000

L
LPLA

LPL Financial Holdings, Inc.

COM
50212V100
$1.89M
2 %

5,290

C
CYBR

CyberArk Software Ltd.

SHS
M2682V108
$1.81M
1 %

4,050

---

Fabrinet

SHS
G3323L100
$1.73M
1 %

3,800

I
INSM

Insmed, Inc.

COM PAR $.01
457669307
$1.67M
1 %

9,600

M
MLI

Mueller Industries, Inc.

COM
624756102
$1.66M
1 %

14,450

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