Yorktown Management & Research Co Inc Q2 2023 vs. Q3 2023 13F Holdings Comparison

Yorktown Management & Research Co Inc is a well-known investment management company that closely monitors the market trends and adjusts its holdings accordingly. In this article, we will analyze the changes in their holdings during the comparison period between Q2 2023 and Q3 2023.

Over the course of these three months, Yorktown Management & Research Co Inc made some intriguing shifts in their portfolio. It is fascinating to see how they capitalized on the changing market dynamics to maximize their returns. Let's delve into the details of the significant changes in their holdings.

LPL Financial Holdings, Inc. (LPLA):

In Q2 2023, Yorktown Management & Research Co Inc held 8,400 shares of LPLA, which decreased to 7,990 shares in Q3 2023. Despite the slight decrease in the number of shares, the value of their holdings increased from $1,826,000 to $1,898,000, representing a 4% change. This indicates their confidence in LPLA's growth potential.

Mueller Industries, Inc. (MLI):

The holdings of MLI showed a noteworthy increase during this period. Yorktown Management & Research Co Inc held 17,200 shares of MLI in Q2 2023, which surged up to 19,900 shares in Q3 2023. Although the value of their holdings experienced a negligible decline of 0.4%, it's evident that they had bullish expectations for MLI.

Rambus, Inc. (RMBS):

RMBS remained stable in the portfolio of Yorktown Management & Research Co Inc. They held 24,600 shares of RMBS in both Q2 2023 and Q3 2023. However, the value of their holdings decreased by 13.1% during this period, reflecting the market conditions that affected RMBS.

Super Micro Computer, Inc. (SMCI):

Of all the changes, the most drastic occurred for SMCI. Yorktown Management & Research Co Inc significantly increased their holdings from 3,125 shares in Q2 2023 to 4,975 shares in Q3 2023. This impressive 75.1% increase in shares was accompanied by a substantial rise in the value of their holdings, highlighting their strong belief in SMCI.

Northern Oil and Gas, Inc. (NOG):

NOG remained unchanged in the portfolio of Yorktown Management & Research Co Inc, with 25,600 shares in both Q2 2023 and Q3 2023. The value of their holdings, however, showed a positive growth of 17.2%, indicating their optimism in the company's performance.

Novanta, Inc. (NOVT):

NOVT witnessed a decrease in Yorktown Management & Research Co Inc's holdings. They held 6,500 shares of NOVT in both Q2 2023 and Q3 2023. However, the value of their holdings declined by 22.1%. It seems that they reevaluated their position in NOVT during this period.

Perion Network Ltd. (PERI):

The holdings of PERI remained stagnant at 30,300 shares for Yorktown Management & Research Co Inc between Q2 2023 and Q3 2023. The value of their holdings experienced a minimal decrease of 0.1%, indicating their confidence in the company's growth.

These are just a few examples of the changes in holdings made by Yorktown Management & Research Co Inc during Q2 2023 and Q3 2023. It is evident that they carefully navigated the shifting market dynamics to optimize their investment strategy.

Please note that the aforementioned changes are based on publicly available data and are solely for informational purposes. This article does not constitute investment advice, and it is recommended that individuals consult with a qualified financial advisor before making any investment decisions.