Stock Taper

YOST CAPITAL MANAGEMENT, LP

Latest 13F filing data - Q4 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Compass, Inc.COMP500K$5.29M
Sensient Technologies CorporationSXT130.7K$12.28M
Maravai LifeSciences Holdings, Inc.MRVI126.06K$409.68K
Atmus Filtration Technologies Inc.ATMU109K$5.66M
Flutter Entertainment plcFLUT54.3K$11.68M
DT Midstream, Inc.DTM50K$5.98M
Zillow Group, Inc. Class CZ47.4K$3.23M
Cheniere Energy, Inc.LNG34.75K$6.76M
Molina Healthcare, Inc.MOH30K$5.21M
Talen Energy CorporationTLN25.06K$9.39M