Yost Capital Management, LP 13F Holdings

CIK 0001489859

As of Sep 30, 2025, Yost Capital Management, LP reported 13 positions worth $82.3M in its SEC Form 13F filing.

Top 13 holdings

SecurityTickerSectorSharesValue% of portfolio
TALEN ENERGY CORPTLNUtilities30,059 2.8M15.54%
CHENIERE ENERGY INCLNGEnergy39,750$9.3M11.35%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical34,650$8.8M10.70%
SENSIENT TECHNOLOGIES CORPSXTBasic Materials86,300$8.1M9.84%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services32,900$7.0M8.50%
ATMUS FILTRATION TECHNOLOGIES INCATMUIndustrials149,000$6.7M8.17%
ISHARES RUSSELL 2000 ETFIWM—25,310$6.1M7.44%
ZILLOW GROUP INCZCommunication Services77,400$6.0M7.25%
DT MIDSTREAM INCDTMEnergy50,000$5.7M6.87%
U-HAUL HOLDING COUHAL.BIndustrials94,800$4.8M5.86%
SOUNDTHINKING INCSSTITechnology292,200$3.5M4.28%
SPDR S&P 500 ETF TRUSTSPY—3,200$2.1M2.59%
ISHARES MSCI ACWI EX US ETFACWX—20,200 .3M1.60%