Yost Capital Management as of March 31, 2025
Portfolio Holdings for Yost Capital Management
Yost Capital Management holds 12 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Flutter Entmt SHS (FLUT) | 15.2 | $9.9M | 45k | 221.55 | |
| Cheniere Energy Com New (LNG) | 13.4 | $8.7M | 38k | 231.40 | |
| Talen Energy Corp (TLN) | 13.2 | $8.6M | 43k | 199.67 | |
| Atmus Filtration Technologies Ord (ATMU) | 10.4 | $6.8M | 185k | 36.73 | |
| Zillow Group Cl C Cap Stk (Z) | 10.1 | $6.6M | 96k | 68.56 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 8.2 | $5.3M | 90k | 59.18 | |
| Capital One Financial (COF) | 7.2 | $4.7M | 26k | 179.30 | |
| Sable Offshore Corp Com Shs (SOC) | 6.5 | $4.2M | 168k | 25.37 | |
| Ishares Tr Russell 2000 Etf (IWM) | 6.3 | $4.1M | 21k | 199.49 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.5 | $3.0M | 5.3k | 559.39 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.6 | $1.7M | 31k | 55.45 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 2.4 | $1.6M | 500k | 3.12 |
