Yost Capital Management as of March 31, 2020
Portfolio Holdings for Yost Capital Management
Yost Capital Management holds 9 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charles Schwab Corporation (SCHW) | 16.8 | $18M | 529k | 33.62 | |
| National Beverage (FIZZ) | 16.2 | $17M | 403k | 42.65 | |
| Cameco Corporation (CCJ) | 13.7 | $15M | 1.9M | 7.64 | |
| Walt Disney Company (DIS) | 12.5 | $13M | 137k | 96.61 | |
| Live Nation Entertainment (LYV) | 11.5 | $12M | 269k | 45.46 | |
| Host Hotels & Resorts (HST) | 9.7 | $10M | 925k | 11.04 | |
| International Seaways (INSW) | 9.4 | $10M | 417k | 23.89 | |
| Photronics (PLAB) | 9.0 | $9.5M | 927k | 10.26 | |
| Black Stone Minerals (BSM) | 1.1 | $1.2M | 257k | 4.68 |
