Titelia

Holdings of YORKTOWN GROWTH FUND

American Pension Investors Trust · 213 declared positions · as of Apr 30, 2026

Original filing · Net assets 121.3M $ · Ten largest lines: 17.7 % of the equity sleeve

Sector breakdown

  • Technology 13.9 %
  • Industrials 12.8 %
  • Financials 4.0 %
  • Consumer discretionary 1.1 %
  • Health care 0.7 %
  • Utilities 0.4 %
  • Consumer staples 0.4 %
  • Real estate 0.3 %
  • Unattributed 66.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 97.9 %
  • EUR 2.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 79.0 %
  • JP 3.2 %
  • IT 2.8 %
  • KY 2.7 %
  • IL 2.5 %
  • ZA 1.2 %
  • NL 1.2 %
  • CA 1.1 %
  • CH 1.0 %
  • IE 0.9 %
  • BM 0.9 %
  • DE 0.8 %
  • Other countries 2.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US17494.3M $78.96 %
2JP53.8M $3.22 %
3IT23.3M $2.76 %
4KY43.2M $2.70 %
5IL43M $2.49 %
6ZA21.5M $1.23 %
7NL21.4M $1.15 %
8CA21.3M $1.07 %
9CH31.2M $0.99 %
10IE31.1M $0.90 %
11BM31M $0.87 %
12DE1950.3K $0.80 %

Positions

RankCompanySharesValueWeight
101RenaissanceRe Holdings Ltd 1,450445.1K $0.37 %
102United States Lime & Minerals Inc 4,125444.1K $0.37 %
103Patria Investments Ltd 34,000438.9K $0.36 %
104Kingspan Group PLC 4,650435.1K $0.36 %
105InterDigital Inc 1,450430K $0.35 %
106Grupo Aeroportuario del Sureste SAB de CV 1,390425.1K $0.35 %
107Fortinet Inc 4,950417.3K $0.34 %
108Rollins Inc 7,300406.8K $0.34 %
109Clearwater Analytics Holdings Inc 16,700404.1K $0.33 %
110ExlService Holdings Inc 12,100385.7K $0.32 %
111CBRE Group Inc 2,700385.4K $0.32 %
112PTC Inc 2,800381.6K $0.31 %
113Thermon Group Holdings Inc 6,300381.1K $0.31 %
114Korn Ferry 5,700378.7K $0.31 %
115Installed Building Products Inc 1,300375.1K $0.31 %
116Customers Bancorp Inc 4,850369.9K $0.31 %
117Piper Sandler Cos 4,240369.7K $0.30 %
118ESCO Technologies Inc 1,125364.4K $0.30 %
119Fluidra SA 15,600364.3K $0.30 %
120Givaudan SA 5,100363.3K $0.30 %
121Cipher Digital Inc 19,700349.5K $0.29 %
122Eagle Materials Inc 1,650346.7K $0.29 %
123MONOTARO COMPANY LTD 29,500345.9K $0.29 %
124HEICO Corp 1,280345.5K $0.28 %
125nVent Electric PLC 2,400343K $0.28 %
126Corp America Airports SA 13,600339.3K $0.28 %
127Old National Bancorp/IN 14,150339.2K $0.28 %
128Clear Secure Inc 6,350339K $0.28 %
129LEGEND BIOTECH CORP 14,250335.2K $0.28 %
130Argenx SE 425332.2K $0.27 %
131Kenon Holdings Ltd/Singapore 3,600331.5K $0.27 %
132Granite Construction Inc 2,400329K $0.27 %
133Navan Inc 18,650326.2K $0.27 %
134Chart Industries Inc 1,550322.2K $0.27 %
135Oscar Health Inc 17,400321.2K $0.26 %
136Leonardo DRS Inc 7,900321K $0.26 %
137WaterBridge Infrastructure LLC 10,600319.5K $0.26 %
138Victory Capital Holdings Inc 4,050318K $0.26 %
139Guardant Health Inc 3,650317.8K $0.26 %
140Helmerich & Payne Inc 7,800315K $0.26 %
141Tarsus Pharmaceuticals Inc 4,950314.9K $0.26 %
142Sezzle Inc 3,950314.4K $0.26 %
143Transportadora de Gas del Sur SA 10,300314.3K $0.26 %
144GRAIL Inc 5,750313.3K $0.26 %
145Flowco Holdings Inc 12,600312.9K $0.26 %
146Copart Inc 9,400311.2K $0.26 %
147Bruker Corp 8,400308.4K $0.25 %
148Liquidia Corp 7,850307.8K $0.25 %
149Travere Therapeutics Inc 7,300307.5K $0.25 %
150Northern Oil & Gas Inc 11,250305.6K $0.25 %
151Schneider National Inc 9,800304.7K $0.25 %
152Lantheus Holdings Inc 3,600304.6K $0.25 %
153Transcat Inc 4,000304.4K $0.25 %
154Nextpower Inc 2,550303.8K $0.25 %
155Hamilton Lane Inc 3,300303.6K $0.25 %
156RadNet Inc 5,350302.5K $0.25 %
157Axogen Inc 7,000302.4K $0.25 %
158Corcept Therapeutics Inc 6,500302.4K $0.25 %
159Janus Henderson Group PLC 5,850301.9K $0.25 %
160LifeStance Health Group Inc 39,850301.7K $0.25 %
161Mercury General Corp 3,100301.7K $0.25 %
162NETSTREIT Corp 14,650301.4K $0.25 %
163White Mountains Insurance Group Ltd 135301.3K $0.25 %
164Integer Holdings Corp 3,400300.9K $0.25 %
165ACADIA Pharmaceuticals Inc 13,400300.8K $0.25 %
166Relay Therapeutics Inc 23,200300.7K $0.25 %
167Phibro Animal Health Corp 5,650300.5K $0.25 %
168Webster Financial Corp 4,150300.3K $0.25 %
169Syndax Pharmaceuticals Inc 14,000300K $0.25 %
170Alkermes PLC 8,900300K $0.25 %
171BioCryst Pharmaceuticals Inc 32,750300K $0.25 %
172Stoke Therapeutics Inc 9,150299.4K $0.25 %
173WaFd Inc 8,450299.1K $0.25 %
174Hinge Health Inc 6,700298.8K $0.25 %
175Bridgebio Pharma Inc 4,200298.7K $0.25 %
176Scholar Rock Holding Corp 6,400298.3K $0.25 %
177Ligand Pharmaceuticals Inc 1,300298.3K $0.25 %
178Twist Bioscience Corp 5,100298.1K $0.25 %
179Tradeweb Markets Inc 2,630297.8K $0.25 %
180Denali Therapeutics Inc 15,900297.6K $0.25 %
181Sarepta Therapeutics Inc 14,250297.5K $0.25 %
182BBB Foods Inc 8,150297.5K $0.25 %
183SiriusPoint Ltd 12,700297.3K $0.25 %
184CG oncology Inc 4,450297K $0.24 %
185Accelerant Holdings 22,800296.6K $0.24 %
186Beam Therapeutics Inc 9,750295.7K $0.24 %
187Exelixis Inc 6,650295.7K $0.24 %
188Lovesac Co/The 18,700295.6K $0.24 %
189Etoro Group Ltd 8,300295.3K $0.24 %
190Grindr Inc 22,000294.1K $0.24 %
191Verra Mobility Corp 19,750292.9K $0.24 %
192Guardian Pharmacy Services Inc 7,850291.2K $0.24 %
193Catalyst Pharmaceuticals Inc 10,350291.1K $0.24 %
194Samsara Inc 10,100290.3K $0.24 %
195Deckers Outdoor Corp 2,800286.2K $0.24 %
196Riot Platforms Inc 16,500284.5K $0.23 %
197Lonza Group AG 4,600282.6K $0.23 %
198Aurinia Pharmaceuticals Inc 18,200280K $0.23 %
199Praxis Precision Medicines Inc 875279K $0.23 %
200Ategrity Specialty Holdings LLC 14,650278.4K $0.23 %