HoldingsChannel.com
All Stocks Held By Yost Capital Management LP
As of  03/31/2020
   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SCHWAB CHARLES CORP 529,400 +299,400 $17,798
     SCHW529,400+299,400$17,798
NATIONAL BEVERAGE CORP 403,139 +108,139 $17,193
     FIZZ403,139+108,139$17,193
CAMECO CORP 1,895,900 +311,000 $14,485
     CCJ1,895,900+311,000$14,485
DISNEY WALT CO 137,000 +137,000 $13,235
     DIS137,000+137,000$13,235
LIVE NATION ENTERTAINMENT IN 268,667 -12,300 $12,214
     LYV268,667-12,300$12,214
HOST HOTELS & RESORTS INC 925,000 +925,000 $10,212
     HST925,000+925,000$10,212
INTERNATIONAL SEAWAYS INC 416,610 -197,220 $9,952
     INSW416,610-197,220$9,952
PHOTRONICS INC 926,848 +926,848 $9,510
     PLAB926,848+926,848$9,510
BLACK STONE MINERALS L P 257,426 +257,426 $1,205
     BSM257,426+257,426$1,205
CULLEN FROST BANKERS INC $0 (exited)
     CFR0-177,700$0
FACEBOOK INC $0 (exited)
     FB0-46,060$0
KBR INC $0 (exited)
     KBR0-404,870$0
SPDR S&P 500 ETF TR 0 -29,600 $0 (exited)
     SPY0-29,600$0

See Summary: Yost Capital Management LP Top Holdings
See Details: Top 10 Stocks Held By Yost Capital Management LP

EntityShares/Amount
Change
Position Value
Change
DIS +137,000+$13,235
HST +925,000+$10,212
PLAB +926,848+$9,510
BSM +257,426+$1,205
EntityShares/Amount
Change
Position Value
Change
CFR -177,700-$17,375
KBR -404,870-$12,348
SPY -29,600-$9,527
FB -46,060-$9,454
EntityShares/Amount
Change
Position Value
Change
CCJ +311,000+$379
SCHW +299,400+$6,859
FIZZ +108,139+$2,141
LYV -12,300-$7,867
INSW -197,220-$8,316
Size ($ in 1000's)
At 03/31/2020: $105,804
At 12/31/2019: $127,150

Yost Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Yost Capital Management LP 13F filings. Link to 13F filings: SEC filings

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