Yost Capital Management, LP
Top Portfolio Positions
10 positions ·
$63,670,056 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SXT |
Sensient Technologies Corp
Basic Materials
|
130,700 | $12,279,265 | 19.29% | |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
54,300 | $11,676,672 | 18.34% | |
| TLN |
Talen Energy Corp
Utilities
|
25,059 | $9,393,115 | 14.75% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
34,750 | $6,755,052 | 10.61% | |
| DTM |
DT Midstream, Inc.
Energy
|
50,000 | $5,984,000 | 9.40% | |
| ATMU |
Atmus Filtration Technologies Inc.
Consumer Cyclical
|
109,000 | $5,658,190 | 8.89% | |
| COMP |
Compass, Inc.
Real Estate
|
500,000 | $5,285,000 | 8.30% | |
| MOH |
Molina Healthcare, Inc.
Healthcare
|
30,000 | $5,206,200 | 8.18% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,500 | $1,022,880 | 1.61% | |
| MRVI |
Maravai Lifesciences Holdings, Inc.
Healthcare
|
126,056 | $409,682 | 0.64% |
Portfolio Trend
24 quarters · across all stocks
Holdings in SXT
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $12,279,265 | 130,700 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,099,255 | 86,300 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,911,200 | 60,000 | Shares | Sole | 2025-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||