StockDriftsStockDriftsTop 13 Yost Capital Management, Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SXT | SENSIENT TECHNOLOGIES CORP | 17.82% | 130.7K | $12.3M | +51.45%(+44.40K) | $90.76(+1.38%) | 2025-12-31 | |
| FLUT | FLUTTER ENTMT PLC | 16.95% | 54.3K | $11.7M | +56.71%(+19.65K) | $214.80(-47.96%) | 2025-12-31 | |
| TLN | TALEN ENERGY CORP | 13.63% | 25.1K | $9.4M | -16.63%(-5.00K) | $144.63(+144.28%) | 2025-12-31 | |
| LNG | CHENIERE ENERGY INC | 9.8% | 34.8K | $6.8M | -12.58%(-5.00K) | $110.36(+132.65%) | 2025-12-31 | |
| DTM | DT MIDSTREAM INC | 8.68% | 50.0K | $6.0M | +0.00%(+0) | $111.49(+18.29%) | 2025-12-31 | |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | 8.21% | 109.0K | $5.7M | -26.85%(-40.00K) | $33.15(+87.57%) | 2025-12-31 | |
| COMP | COMPASS INC | 7.67% | 500.0K | $5.3M | new | $9.30(-21.72%) | 2025-12-31 | |
| MOH | MOLINA HEALTHCARE INC | 7.56% | 30.0K | $5.2M | new | $182.45(-19.54%) | 2025-12-31 | |
| Z | ZILLOW GROUP INC | 4.69% | 47.4K | $3.2M | -38.76%(-30.00K) | $50.73(-14.25%) | 2025-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 1.48% | 1.5K | $1.0M | -53.12%(-1.70K) | $533.57(+31.18%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.68% | +54.80% |
| Top 20 Holdings Unweighted | +19.62% | +71.15% |
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