Yost Capital Management as of Dec. 31, 2018
Portfolio Holdings for Yost Capital Management
Yost Capital Management holds 10 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Live Nation Entertainment (LYV) | 16.6 | $22M | 449k | 49.25 | |
Stars Group | 15.2 | $20M | 1.2M | 16.53 | |
Industrial Logistics pfds, reits (ILPT) | 14.8 | $20M | 1.0M | 19.67 | |
Facebook Inc cl a (META) | 13.3 | $18M | 135k | 131.09 | |
Cameco Corporation (CCJ) | 12.8 | $17M | 1.5M | 11.35 | |
Nexstar Broadcasting (NXST) | 9.2 | $12M | 155k | 78.64 | |
Cullen/Frost Bankers (CFR) | 8.2 | $11M | 124k | 87.94 | |
Madison Square Garden Cl A (MSGS) | 6.0 | $8.0M | 30k | 267.70 | |
Mplx (MPLX) | 3.4 | $4.6M | 150k | 30.30 | |
Black Stone Minerals (BSM) | 0.4 | $576k | 37k | 15.49 |