Yost Capital Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Yost Capital Management, LP held in its portfolio 13 assets valued at $68,908,702 (i.e. $68.91M).

The most valuable assets in the portfolio included: SENSIENT TECHNOLOGIES CORP ($12.28M), FLUTTER ENTMT PLC ($11.68M), and TALEN ENERGY CORP ($9.39M).

The chart below shows the top 10 valuable assets, and the table below shows the top 13 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Yost Capital Management, LP Portfolio

SENSIENT TECHNOLOGIES CORP

FLUTTER ENTMT PLC

TALEN ENERGY CORP

CHENIERE ENERGY INC

DT MIDSTREAM INC

ATMUS FILTRATION TECHNOLOGIE

COMPASS INC

MOLINA HEALTHCARE INC

ZILLOW GROUP INC

SPDR S&P 500 ETF TR

Yost Capital Management, LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SENSIENT TECHNOLOGIES CORP	130700	12279265	COM
FLUTTER ENTMT PLC	54300	11676672	SHS
TALEN ENERGY CORP	25059	9393116	COM
CHENIERE ENERGY INC	34750	6755053	COM NEW
DT MIDSTREAM INC	50000	5984000	COMMON STOCK
ATMUS FILTRATION TECHNOLOGIE	109000	5658190	COM
COMPASS INC	500000	5285000	CL A
MOLINA HEALTHCARE INC	30000	5206200	COM
ZILLOW GROUP INC	47400	3233628	CL C CAP STK
SPDR S&P 500 ETF TR	1500	1022880	TR UNIT
ISHARES TR	15200	1020376	MSCI ACWI EX US
ISHARES TR	4000	984640	RUSSELL 2000 ETF
MARAVAI LIFESCIENCES HLDGS I	126056	409682	COM CL A