Yost Capital Management as of March 31, 2016
Portfolio Holdings for Yost Capital Management
Yost Capital Management holds 12 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Four Corners Ppty Tr (FCPT) | 16.4 | $27M | 1.5M | 17.95 | |
| Callaway Golf Company (MODG) | 12.8 | $21M | 2.3M | 9.12 | |
| Macquarie Infrastructure Company | 11.2 | $19M | 274k | 67.44 | |
| Loral Space & Communications | 11.0 | $18M | 514k | 35.13 | |
| New York Times Company (NYT) | 9.7 | $16M | 1.3M | 12.46 | |
| Ferrari Nv Ord (RACE) | 9.0 | $15M | 355k | 41.70 | |
| Pinnacle Entertainment | 7.5 | $12M | 350k | 35.10 | |
| Cullen/Frost Bankers (CFR) | 7.1 | $12M | 211k | 55.11 | |
| Zions Bancorporation (ZION) | 6.7 | $11M | 452k | 24.21 | |
| Kirby Corporation (KEX) | 5.5 | $9.1M | 151k | 60.30 | |
| Amaya | 2.2 | $3.6M | 267k | 13.38 | |
| Black Stone Minerals (BSM) | 0.9 | $1.5M | 110k | 14.01 |
