Yost Capital Management as of Dec. 31, 2021
Portfolio Holdings for Yost Capital Management
Yost Capital Management holds 12 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Verisign (VRSN) | 13.6 | $19M | 76k | 253.82 | |
| Cheniere Energy Com New (LNG) | 11.8 | $17M | 165k | 101.42 | |
| Charles Schwab Corporation (SCHW) | 10.4 | $15M | 176k | 84.10 | |
| Mastercard Incorporated Cl A (MA) | 10.4 | $15M | 41k | 359.32 | |
| Planet Fitness Cl A (PLNT) | 9.4 | $13M | 147k | 90.58 | |
| Walt Disney Company (DIS) | 9.3 | $13M | 86k | 154.89 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.0 | $13M | 27k | 474.96 | |
| Bunge | 6.6 | $9.3M | 100k | 93.36 | |
| Cameco Corporation (CCJ) | 6.1 | $8.7M | 400k | 21.81 | |
| International Seaways (INSW) | 4.7 | $6.6M | 450k | 14.68 | |
| Taboola.com Ord Shs (TBLA) | 4.4 | $6.2M | 800k | 7.78 | |
| Hertz Global Hldgs Com New (HTZ) | 4.2 | $6.0M | 240k | 24.99 |
