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York Capital Management Global Advisors, LLC: 13F holdings, Q3 2025

Hedge fund · SEC EDGAR filings (CIK 1480532) · Explore on the interactive board

York Capital Management Global Advisors, LLC disclosed 3 US equity positions worth $32.8m in its Q3 2025 13F filing (holdings as of September 30, 2025, filed November 14, 2025). Its largest position is NEXT at 88.2% of the reported book, followed by ARQ, SCANTECH AI SYS INC. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 1 equal-weight positions. Note: this manager's most recent filing is 3 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$32.8mreported US equity book
3positions
88.2%largest position
100.0%top 10 weight
1.27effective positions (1/HHI)
5quarters on file since Q3 2024

What does York Capital Management Global Advisors, LLC own? Top holdings as of September 30, 2025

Change is measured in shares against the previous filing (Q2 2025), so price moves do not read as decisions. This quarter: 0 new, 0 added, 0 reduced, 0 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 NEXT NEXTDECADE CORP Energy 88.2%$29.0m4,264,298 0% held
2 ARQ ARQ INC Industrials 9.7%$3.2m442,959 0% held
3 SCANTECH AI SYS INC 2.2%$714.0k1,700,000 0% held

Sector mix

SectorWeight
Energy88.2%
Industrials9.7%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q3 20253$32.8m
Q2 20253$41.5m
Q1 20252$35.0m
Q4 20242$36.2m
Q3 20244$77.8m

How concentrated is York Capital Management Global Advisors, LLC's portfolio?

Across every quarter York Capital Management Global Advisors, LLC has filed, its median largest position is 90.7% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 2.0 completed holding spells, the median lasted 1.0 quarters; 3.0 positions are still open and their final length is unknown.