- New Purchases: INSW,
- Added Positions: CFR, CCJ, ACWI,
- Reduced Positions: FB, LYV, MPLX,
- Sold Out: ILPT, TSG, NXST,
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) - 328,320 shares, 21.14% of the total portfolio. Shares reduced by 15.67%
- Facebook Inc (FB) - 111,400 shares, 20.89% of the total portfolio. Shares reduced by 22.75%
- Cameco Corp (CCJ) - 1,742,800 shares, 18.17% of the total portfolio. Shares added by 12.36%
- Cullen/Frost Bankers Inc (CFR) - 154,930 shares, 14.10% of the total portfolio. Shares added by 21.11%
- iShares MSCI ACWI Index Fund (ACWI) - 180,700 shares, 12.94% of the total portfolio. Shares added by 5.12%
Yost Capital Management, L.L.C. initiated holding in International Seaways Inc. The purchase prices were between $17.04 and $20.2, with an estimated average price of $18.52. The stock is now traded at around $15.75. The impact to a portfolio due to this purchase was 9.23%. The holding were 500,000 shares as of .
Added: Cullen/Frost Bankers Inc (CFR)Yost Capital Management, L.L.C. added to a holding in Cullen/Frost Bankers Inc by 21.11%. The purchase prices were between $90.76 and $104.13, with an estimated average price of $97.79. The stock is now traded at around $83.59. The impact to a portfolio due to this purchase was 2.46%. The holding were 154,930 shares as of .
Sold Out: Industrial Logistics Properties Trust (ILPT)Yost Capital Management, L.L.C. sold out a holding in Industrial Logistics Properties Trust. The sale prices were between $18.45 and $21.26, with an estimated average price of $19.87.
Sold Out: The Stars Group Inc (TSG)Yost Capital Management, L.L.C. sold out a holding in The Stars Group Inc. The sale prices were between $16.14 and $20.11, with an estimated average price of $17.78.
Sold Out: Nexstar Media Group Inc (NXST)Yost Capital Management, L.L.C. sold out a holding in Nexstar Media Group Inc. The sale prices were between $98.31 and $117.96, with an estimated average price of $107.44.
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