Institutions / Yost Capital Management, LP
Yost Capital Management, LP
CIK 1489859 · Institution · as of Dec 31, 2025
Portfolio value
$68.91M
Positions
13
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Sensient Technologies Corp | $12.28M | 17.8% |
| Flutter Entertainment plc | $11.68M | 16.9% |
| Talen Energy Corp | $9.39M | 13.6% |
| Cheniere Energy, Inc. | $6.76M | 9.8% |
| DT Midstream, Inc. | $5.98M | 8.7% |
| Atmus Filtration Technologies Inc. | $5.66M | 8.2% |
| Compass, Inc. | $5.29M | 7.7% |
| Molina Healthcare Inc | $5.21M | 7.6% |
| Zillow Group, Inc. | $3.23M | 4.7% |
| SPDR S&P 500 ETF Tr | $1.02M | 1.5% |
| iShares Tr | $1.02M | 1.5% |
| iShares Tr | $984.6K | 1.4% |
| Maravai Lifesciences Holdings, Inc. | $409.7K | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.