Yost Capital Management as of June 30, 2023
Portfolio Holdings for Yost Capital Management
Yost Capital Management holds 14 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rentokil Initial Sponsored Adr (RTO) | 18.3 | $19M | 484k | 39.01 | |
| Zillow Group Cl C Cap Stk (Z) | 14.5 | $15M | 298k | 50.26 | |
| Cheniere Energy Com New (LNG) | 10.7 | $11M | 72k | 152.36 | |
| Visa Com Cl A (V) | 9.2 | $9.5M | 40k | 237.48 | |
| CarMax (KMX) | 8.4 | $8.7M | 104k | 83.70 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.4 | $7.6M | 63k | 120.97 | |
| Cameco Corporation (CCJ) | 4.6 | $4.7M | 150k | 31.33 | |
| Meta Platforms Cl A (META) | 4.5 | $4.6M | 16k | 286.98 | |
| NVIDIA Corporation (NVDA) | 4.3 | $4.4M | 11k | 423.02 | |
| Amazon (AMZN) | 4.3 | $4.4M | 34k | 130.36 | |
| Microsoft Corporation (MSFT) | 4.0 | $4.1M | 12k | 340.54 | |
| Apple (AAPL) | 4.0 | $4.1M | 21k | 193.97 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 3.5 | $3.6M | 600k | 6.00 | |
| Digimarc Corporation (DMRC) | 2.4 | $2.5M | 86k | 29.44 |
