- New Purchases: ACWI,
- Added Positions: ILPT, FB, CCJ, CFR,
- Reduced Positions: NXST, TSG, LYV, MPLX,
- Sold Out: MSG, BSM,
For the details of Yost Capital Management, L.L.C.'s stock buys and sells, go to https://www.gurufocus.com/guru/yost+capital+management%2C+l.l.c./current-portfolio/portfolio
These are the top 5 holdings of Yost Capital Management, L.L.C.- Live Nation Entertainment Inc (LYV) - 389,320 shares, 17.52% of the total portfolio. Shares reduced by 13.35%
- Facebook Inc (FB) - 144,200 shares, 17.03% of the total portfolio. Shares added by 6.81%
- Industrial Logistics Properties Trust (ILPT) - 1,102,324 shares, 15.75% of the total portfolio. Shares added by 9.98%
- Cameco Corp (CCJ) - 1,551,100 shares, 12.95% of the total portfolio. Shares added by 3.48%
- The Stars Group Inc (TSG) - 961,300 shares, 11.92% of the total portfolio. Shares reduced by 21.18%
Yost Capital Management, L.L.C. initiated holding in iShares MSCI ACWI Index Fund. The purchase prices were between $63.05 and $72.85, with an estimated average price of $69.43. The stock is now traded at around $71.99. The impact to a portfolio due to this purchase was 8.79%. The holding were 171,900 shares as of .
Sold Out: The Madison Square Garden Co (MSG)Yost Capital Management, L.L.C. sold out a holding in The Madison Square Garden Co. The sale prices were between $260.78 and $297.43, with an estimated average price of $284.51.
Sold Out: Black Stone Minerals LP (BSM)Yost Capital Management, L.L.C. sold out a holding in Black Stone Minerals LP. The sale prices were between $15.4 and $18.21, with an estimated average price of $17.14.
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