Yost Capital Management as of Dec. 31, 2015
Portfolio Holdings for Yost Capital Management
Yost Capital Management holds 9 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Callaway Golf Company (MODG) | 21.8 | $28M | 3.0M | 9.42 | |
| Macquarie Infrastructure Company | 18.2 | $24M | 324k | 72.60 | |
| Four Corners Ppty Tr (FCPT) | 15.2 | $20M | 812k | 24.16 | |
| Livanova Plc Ord (LIVN) | 13.2 | $17M | 288k | 59.37 | |
| Shutterfly | 11.1 | $14M | 322k | 44.56 | |
| New York Times Company (NYT) | 7.8 | $10M | 750k | 13.42 | |
| Loral Space & Communications | 5.8 | $7.5M | 184k | 40.71 | |
| Cheniere Energy (LNG) | 5.4 | $7.0M | 187k | 37.25 | |
| Black Stone Minerals (BSM) | 1.4 | $1.9M | 130k | 14.43 |
