YORKTOWN ENERGY PARTNERS X, L.P.

NEW YORK, NY Venture Capital Fund How do I update this listing?

Yorktown Energy Partners X is based out of New York. Their last reported 13F filing for Q3 2021 included $304,408,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Yorktown Energy Partners X's largest holding is Southwestern Energy Co. with shares held of 42,771,835. Whalewisdom has at least 21 13F filings, 2 13D filings, 6 13G filings, and 9 Form 4 filings The firm last filed a Form D notice of exempt offering of securities on 2013-05-28. The filing was for a pooled investment fund: venture capital fund The notice included securities offered of Pooled Investment Fund Interests

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09/30/2021

13F Activity

  • Market Value $304.408 Million
  • Prior Market Value $33.118 Million
  • New Purchases2 stocks
  • Additional Purchases0 stocks
  • Sold out of1 stock
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:75.00%
  • Turnover Alt % [2]: 0.41 %
  • Time Held Top20:6.75 quarters
  • Time Held Top10:6.75 quarters
  • Time Held All:6.75 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-11-15

Performance for Q3 2021: 47.79%
Performance Last 4 Quarters: 172.11%
Performance Metrics
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13F Managers

Subsidiaries/Managers included in latest 13F
Name
Yorktown X Associates LLC
Yorktown X Co LP

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Insider Transactions in the past year

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2013-05-28 D POOLED INVESTMENT FUND: VENTURE CAPITAL FUND Pooled Investment Fund Interests INDEFINITE 1,600,000 INDEFINITE
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
BRYAN H. LAWRENCE subscription required
    DIRECTOR
PETER A. LEIDEL subscription required
    DIRECTOR
ROBERT A SIGNORINO subscription required
    DIRECTOR
TOMAS LACOSTA subscription required
    DIRECTOR
W HOWARD KEENAN subscription required
    DIRECTOR

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