—

Yost Capital Management, LP

Q4 2025 13F Holdings

  • Location
    houston, TX
  • Num holdings

    13

  • Value ($000)

    $68,909

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SSF

SENSIENT TECHNOLOGIES CORP

COM
81725T100
$12.28M
18 %

130,700

F
FLTR.L

FLUTTER ENTMT PLC

SHS
G3643J108
$11.68M
17 %

54,300

T
TLN

TALEN ENERGY CORP

COM
87422Q109
$9.39M
14 %

25,059

L
LNG

CHENIERE ENERGY INC

COM NEW
16411R208
$6.76M
10 %

34,750

D
DTM

DT MIDSTREAM INC

COMMON STOCK
23345M107
$5.98M
9 %

50,000

A
ATMU

ATMUS FILTRATION TECHNOLOGIE

COM
04956D107
$5.66M
8 %

109,000

C
COMP

COMPASS INC

CL A
20464U100
$5.29M
8 %

500,000

M
MOH

MOLINA HEALTHCARE INC

COM
60855R100
$5.21M
8 %

30,000

Z
Z

ZILLOW GROUP INC

CL C CAP STK
98954M200
$3.23M
5 %

47,400

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$1.02M
2 %

1,500

Rows Per Page
10
  • 5
  • 10
  • 20
  • 30
  • 50
  • 100
1 - 10 of 13