Yost Capital Management as of June 30, 2015
Portfolio Holdings for Yost Capital Management
Yost Capital Management holds 12 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Callaway Golf Company (MODG) | 16.6 | $24M | 2.7M | 8.94 | |
| Cheniere Energy Com New (LNG) | 15.2 | $22M | 322k | 69.26 | |
| Shutterfly | 12.9 | $19M | 395k | 47.81 | |
| Macquarie Infrastructure Company | 11.2 | $16M | 199k | 82.63 | |
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 9.1 | $13M | 485k | 27.43 | |
| Golar Lng Ltd Bermuda SHS (GLNG) | 8.6 | $13M | 269k | 46.80 | |
| Cullen/Frost Bankers (CFR) | 8.3 | $12M | 155k | 78.58 | |
| Bok Finl Corp Com New (BOKF) | 7.1 | $10M | 150k | 69.58 | |
| Titan Machinery (TITN) | 4.6 | $6.8M | 460k | 14.73 | |
| Aac Holdings | 3.7 | $5.4M | 125k | 43.56 | |
| Black Stone Minerals Com Unit (BSM) | 1.3 | $1.9M | 113k | 17.22 | |
| Amaya | 1.3 | $1.9M | 69k | 27.39 |
