$89.6 Million is the total value of Yost Capital Management, LP's 9 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
LNG | New | CHENIERE ENERGY INC | $9,975,000 | – | 115,000 | +100.0% | 11.13% | – |
MGI | New | MONEYGRAM INTL INC | $7,560,000 | – | 750,000 | +100.0% | 8.44% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
CULLEN FROST BANKERS INC | 19 | Q1 2023 | 18.8% |
BLACK STONE MINERALS L P | 18 | Q3 2020 | 2.5% |
CHENIERE ENERGY INC | 15 | Q3 2023 | 20.5% |
CAMECO CORP | 14 | Q3 2023 | 23.8% |
THE CHARLES SCHWAB CORPORATI | 14 | Q1 2023 | 17.0% |
LIVE NATION ENTERTAINMENT IN | 13 | Q1 2020 | 24.5% |
MACQUARIE INFRASTRUCTURE COR | 13 | Q4 2017 | 18.2% |
NEXSTAR MEDIA GROUP INC | 12 | Q1 2019 | 21.7% |
MPLX LP | 11 | Q2 2019 | 3.5% |
CALLAWAY GOLF CO | 10 | Q1 2017 | 24.0% |
View Yost Capital Management, LP's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-13 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
View Yost Capital Management, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.