YOST CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMP | 500K | $5.29M |
 | SXT | 131K | $12.28M |
 | MRVI | 126K | $409.68K |
 | ATMU | 109K | $5.66M |
 | FLUT | 54K | $11.68M |
 | DTM | 50K | $5.98M |
 | Z | 47K | $3.23M |
 | LNG | 35K | $6.76M |
 | MOH | 30K | $5.21M |
 | TLN | 25K | $9.39M |
Compass, Inc.
COMP
Shares Held
500K
Value
$5.29M
Sensient Technologies Corporation
SXT
Shares Held
131K
Value
$12.28M
Maravai LifeSciences Holdings, Inc.
MRVI
Shares Held
126K
Value
$409.68K
Atmus Filtration Technologies Inc.
ATMU
Shares Held
109K
Value
$5.66M
Flutter Entertainment plc
FLUT
Shares Held
54K
Value
$11.68M
DT Midstream, Inc.
DTM
Shares Held
50K
Value
$5.98M
Zillow Group, Inc. Class C
Z
Shares Held
47K
Value
$3.23M
Cheniere Energy, Inc.
LNG
Shares Held
35K
Value
$6.76M
Molina Healthcare, Inc.
MOH
Shares Held
30K
Value
$5.21M
Talen Energy Corporation
TLN
Shares Held
25K
Value
$9.39M