13F HOLDINGS REPORT
Yost Capital Management, LP
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001085146-24-002457
Total Value
$64.6M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLUTTER ENTMT PLC | G3643J108 | 52,350 | $10.4M | 16.15% |
| 2 | RENTOKIL INITIAL PLC | RKLIF | 226,157 | $6.8M | 10.55% |
| 3 | ZILLOW GROUP INC | Z | 128,600 | $6.3M | 9.71% |
| 4 | CARMAX INC | KMX | 66,250 | $5.8M | 8.93% |
| 5 | CHENIERE ENERGY INC | LNG | 28,750 | $4.6M | 7.18% |
| 6 | ADVISORSHARES TR | 00768Y453 | 405,000 | $4.1M | 6.27% |
| 7 | T-MOBILE US INC | TMUSZ | 24,000 | $3.9M | 6.06% |
| 8 | META PLATFORMS INC | META | 6,910 | $3.4M | 5.19% |
| 9 | MICROSOFT CORP | MSFT | 7,950 | $3.3M | 5.18% |
| 10 | SPDR S&P 500 ETF TR | SPY | 5,170 | $2.7M | 4.18% |
| 11 | TABOOLA.COM LTD | TBLAW | 584,000 | $2.6M | 4.01% |
| 12 | APPLE INC | AAPL | 14,860 | $2.5M | 3.94% |
| 13 | AMAZON COM INC | AMZN | 14,020 | $2.5M | 3.91% |
| 14 | ALPHABET INC | GOOG | 16,225 | $2.5M | 3.82% |
| 15 | NVIDIA CORPORATION | NVDA | 1,820 | $1.6M | 2.54% |
| 16 | EVOLV TECHNOLOGIES HLDNGS IN | EVLVW | 343,500 | $1.5M | 2.37% |