Yost Capital Management as of Sept. 30, 2018
Portfolio Holdings for Yost Capital Management
Yost Capital Management holds 10 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nexstar Broadcasting (NXST) | 19.8 | $30M | 372k | 81.40 | |
| Live Nation Entertainment (LYV) | 14.7 | $22M | 411k | 54.47 | |
| Stars Group | 14.5 | $22M | 891k | 24.85 | |
| Industrial Logistics pfds, reits (ILPT) | 14.1 | $22M | 934k | 23.01 | |
| Cameco Corporation (CCJ) | 11.0 | $17M | 1.5M | 11.40 | |
| Scientific Games (LNW) | 8.9 | $14M | 538k | 25.40 | |
| Cullen/Frost Bankers (CFR) | 6.3 | $9.6M | 92k | 104.44 | |
| Tribune Co New Cl A | 5.7 | $8.6M | 225k | 38.43 | |
| Mplx (MPLX) | 2.6 | $3.9M | 113k | 34.68 | |
| Black Stone Minerals (BSM) | 2.5 | $3.8M | 207k | 18.21 |
