Yost Capital Management, LP
Q2 2025 13F Holdings
- Locationhouston, TX
- Num holdings
12
- Value ($000)
$72,923
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001489859
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TLN TALEN ENERGY CORP | COM | 87422Q109 | $12.55M | 17 % | 43,159 | ||
LNG CHENIERE ENERGY INC | COM NEW | 16411R208 | $9.19M | 13 % | 37,750 | ||
FLTR.L FLUTTER ENTMT PLC | SHS | G3643J108 | $8.76M | 12 % | 30,650 | ||
ATMU ATMUS FILTRATION TECHNOLOGIE | COM | 04956D107 | $6.74M | 9 % | 185,000 | ||
COF CAPITAL ONE FINL CORP | COM | 14040H105 | $6.60M | 9 % | 31,000 | ||
SSF SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | $5.91M | 8 % | 60,000 | ||
Z ZILLOW GROUP INC | CL C CAP STK | 98954M200 | $5.30M | 7 % | 75,600 | ||
UHAL/B U HAUL HOLDING COMPANY | COM SER N | 023586506 | $4.89M | 7 % | 90,000 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $4.70M | 6 % | 21,777 | ||
ACWX ISHARES TR | MSCI ACWI EX US | 464288240 | $3.90M | 5 % | 64,000 |
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