Yost Capital Management as of Dec. 31, 2023
Portfolio Holdings for Yost Capital Management
Yost Capital Management holds 14 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rentokil Initial Sponsored Adr (RTO) | 18.1 | $11M | 376k | 28.61 | |
| Zillow Group Cl C Cap Stk (Z) | 17.3 | $10M | 179k | 57.86 | |
| CarMax (KMX) | 8.5 | $5.1M | 66k | 76.74 | |
| Cheniere Energy Com New (LNG) | 8.2 | $4.9M | 29k | 170.71 | |
| Compass Minerals International (CMP) | 7.7 | $4.6M | 181k | 25.32 | |
| Visa Com Cl A (V) | 6.8 | $4.0M | 16k | 260.35 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 5.9 | $3.5M | 744k | 4.72 | |
| Advisorshares Tr Pure Us Cannabis (MSOS) | 4.8 | $2.8M | 405k | 7.01 | |
| Microsoft Corporation (MSFT) | 4.7 | $2.8M | 7.5k | 376.04 | |
| Apple (AAPL) | 4.5 | $2.7M | 14k | 192.53 | |
| Meta Platforms Cl A (META) | 3.8 | $2.3M | 6.4k | 353.96 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.5 | $2.1M | 15k | 140.93 | |
| Amazon (AMZN) | 3.3 | $1.9M | 13k | 151.94 | |
| NVIDIA Corporation (NVDA) | 2.9 | $1.7M | 3.5k | 495.22 |
