Yost Capital Management, LP — 13F holdings

Yost Capital Management, LP reported 13 holdings worth $68.9M in its 13F filing for Q4 2025, filed February 13, 2026.

Largest positions

1. SXT SENSIENT TECHNOLOGIES CORP — $12.3M (17.8%)
2. FLUT FLUTTER ENTMT PLC — $11.7M (16.9%)
3. TLN TALEN ENERGY CORP — $9.39M (13.6%)
4. LNG CHENIERE ENERGY INC — $6.76M (9.8%)
5. DTM DT MIDSTREAM INC — $5.98M (8.7%)
6. ATMU ATMUS FILTRATION TECHNOLOGIE — $5.66M (8.2%)
7. COMP COMPASS INC — $5.29M (7.7%)
8. MOH MOLINA HEALTHCARE INC — $5.21M (7.6%)
9. Z ZILLOW GROUP INC — $3.23M (4.7%)
10. SPY SPDR S&P 500 ETF TR — $1.02M (1.5%)