Yost Capital Management, LP

Q3 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    13

  • Value ($000)

    $82,275

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001489859
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
TLN
TLN

TALEN ENERGY CORP

COM
87422Q109
$12.79 M
16 %

30,059

LNG
LNG

CHENIERE ENERGY INC

COM NEW
16411R208
$9.34 M
11 %

39,750

FLTR.L
FLTR.L

FLUTTER ENTMT PLC

SHS
G3643J108
$8.80 M
11 %

34,650

SSF
SSF

SENSIENT TECHNOLOGIES CORP

COM
81725T100
$8.10 M
10 %

86,300

COF
COF

CAPITAL ONE FINL CORP

COM
14040H105
$6.99 M
9 %

32,900

ATMU
ATMU

ATMUS FILTRATION TECHNOLOGIE

COM
04956D107
$6.72 M
8 %

149,000

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$6.12 M
7 %

25,310

Z
Z

ZILLOW GROUP INC

CL C CAP STK
98954M200
$5.96 M
7 %

77,400

DTM
DTM

DT MIDSTREAM INC

COMMON STOCK
23345M107
$5.65 M
7 %

50,000

UHAL/B
UHAL/B

U HAUL HOLDING COMPANY

COM SER N
023586506
$4.83 M
6 %

94,800

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