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| Yorktown Management and Research Co Inc
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|---|---|
| CRD # | 105083 |
| SEC # | 801-23441 |
| CIK # | 0001313559 |
| AUM | 677.1 M (2026-03-24) |
| Employees | 9 (78% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 434-846-1361 |
| Address | 106 Annjo Court Forest, VA 24551-2630 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001313559 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Comfort Systems USA Inc | 4.4 | ||
| Integrated Electrical Services Inc | 3.0 | ||
| Fabrinet | 2.0 | ||
| Nova Measuring Instruments Ltd | 1.6 | ||
| Mueller Industries Inc | 1.6 | ||
| Palo Alto Networks Inc | 1.4 | ||
| Fortress Transportation & Infrastructure Investors LLC | 1.4 | ||
| KLA Tencor Corp | 1.3 | ||
| Insmed Inc | 1.3 | ||
| Intl FCStone Inc | 1.3 | ||
| Wesco International Inc | 1.2 | ||
| Arista Networks Inc | 1.2 | ||
| Taser International Inc | 1.1 | ||
| RBC Bearings Inc | 1.1 | ||
| Camtek Ltd | 1.1 | ||
| Gold Fields Ltd | 1.0 | ||
| Penumbra Inc | 1.0 | ||
| Woodward Governor Co | 1.0 | ||
| Babcock & Wilcox Co | 1.0 | ||
| Curtiss Wright Corp | 1.0 | ||
| Raymond James Financial Inc | 0.9 | ||
| First Cash Financial Services Inc | 0.9 | ||
| Modine Manufacturing Co | 0.9 | ||
| Hawkins Inc | 0.9 | ||
| Primoris Services Corp | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 677.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 677.1 |
| By Discretionary | ||
| Discretionary | 4 | 677.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 677.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 677.1 | |
| Total | 4 | 677.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001313559] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Serves | Institutional |
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