Yost Capital Management, LP - Q42025 Holdings

Yost Capital Management, LP holds 13 stocks with a total portfolio value of $ 68.91M as of Q42025. In Q42025, Yost Capital Management, LP added 3 new positions, increased stakes in 2 stocks, reduced 7 holdings, and fully exited 3 positions. The largest holding is Sensient Technologies Corp (SXT), representing 17.82% of the total portfolio.