Yost Capital Management as of Sept. 30, 2015
Portfolio Holdings for Yost Capital Management
Yost Capital Management holds 7 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Callaway Golf Company (MODG) | 24.0 | $25M | 3.0M | 8.35 | |
| Cheniere Energy Com New (LNG) | 20.5 | $21M | 442k | 48.30 | |
| Macquarie Infrastructure Company | 16.4 | $17M | 229k | 74.66 | |
| Shutterfly | 15.8 | $16M | 460k | 35.75 | |
| Northstar Rlty Fin Corp Com New | 11.9 | $12M | 1.0M | 12.35 | |
| Spdr Series Trust S&p Regl Bkg (KRE) | 9.1 | $9.5M | 230k | 41.18 | |
| Black Stone Minerals Com Unit (BSM) | 2.3 | $2.4M | 171k | 13.80 |
