Yost Capital Management, LP quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Yost Capital Management, LP opened 3 positions, added to 2, reduced 4, sold out of 3 and left 1 unchanged. The largest increase in value was COMP (+$5,285,000); the largest decrease was COF (-$6,993,882).
- SXT: Country of operation United States; Class COM; Shares 2025-09-30 86,300; Shares 2025-12-31 130,700.
- FLUT: Country of operation —; Class SHS; Shares 2025-09-30 34,650; Shares 2025-12-31 54,300.
Two Form 13F-HR filings compared (SEC CIK 1489859): 2025-09-30 (filed 2025-11-13) and 2025-12-31 (filed 2026-02-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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