Yost Capital Management, LP — Q3 2015 13F Holdings

Name: Yost Capital Management, LP — 13F Holdings, Q3 2015
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001489859

Total reported value

$68.9M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CALY	Callaway Golf Company	Stock-Other	23.98%	—	+10.08%
2	LNG	Cheniere Energy INC	Stock-Energy	20.51%	-1.55%	+37.29%
3	MIC2EUR	Macquarie Infrastructure Hol	Stock-Other	16.39%	—	+15.12%
4	SFLY	Shutterfly LLC	Stock-Other	15.81%	—	+16.46%
5	✓	NorthStar Realty Finance Corp	Stock-Other	11.93%	—	—
6	KRE	Ss Spdr S&p Regional Bank	ETF-Other	9.10%	—	—
7	BSM	Black Stone Minerals LP	Stock-Other	2.27%	—	+51.46%

Position changes disclosed by Yost Capital Management, LP for the quarter ending Q3 2015, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	CALY	Callaway Golf Company	+7.4%	+10.08%	Add
2	LNG	Cheniere Energy INC	+5.3%	+37.29%	Add
3	MIC2EUR	Macquarie Infrastructure Hol	+5.2%	+15.12%	Add
4	SFLY	Shutterfly LLC	+2.9%	+16.46%	Add
5	BSM	Black Stone Minerals LP	+0.9%	+51.46%	Add
6	YPF	Ypf S.a.-sponsored Adr	—	EXIT	Sold out
7	GLNG	Golar LNG Limited	—	EXIT	Sold out
8	✓	NorthStar Realty Finance Corp	—	NEW	New buy
9	CFR	Cullen/frost Bankers INC	—	EXIT	Sold out
10	BOKF	Bok Financial Corporation	—	EXIT	Sold out
11	KRE	Ss Spdr S&p Regional Bank	—	NEW	New buy
12	TITN	Titan Machinery INC	—	EXIT	Sold out
13	AACH	Aac Holdings INC	—	EXIT	Sold out
14	✓	Amaya INC Com	—	EXIT	Sold out