Yost Capital Management, LP — Q1 2016 13F Holdings

Name: Yost Capital Management, LP — 13F Holdings, Q1 2016
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	FCPT	Four Corners Property Trust	Stock-Real Estate	16.42%	—	+85.12%
2	CALY	Callaway Golf Company	Stock-Other	12.79%	—	-22.80%
3	MIC2EUR	Macquarie Infrastructure Hol	Stock-Other	11.25%	—	-15.18%
4	LORLUSD	Loral Space & Communications	Stock-Other	10.99%	—	+179.32%
5	NYT	New York Times Co-a	Stock-Comm Services	9.72%	—	+71.12%
6	RACE	Ferrari N.V.	Stock-Consumer Disc	8.99%	—	—
7	PNW	Pinnacle West Capital Corporation	Stock-Utilities	7.47%	—	—
8	CFR	Cullen/frost Bankers INC	Stock-Financials	7.06%	—	—
9	ZION	Zions Bancorp NA	Stock-Financials	6.65%	—	—
10	KEX	Kirby CORP	Stock-Industrials	5.55%	—	—
11	✓	Amaya INC Com	Stock-Other	2.17%	—	—
12	BSM	Black Stone Minerals LP	Stock-Other	0.94%	—	-15.22%

Position changes disclosed by Yost Capital Management, LP for the quarter ending Q1 2016, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	LORLUSD	Loral Space & Communications	+5.2%	+179.32%	Add
2	NYT	New York Times Co-a	+1.9%	+71.12%	Add
3	FCPT	Four Corners Property Trust	+1.2%	+85.12%	Add
4	BSM	Black Stone Minerals LP	-0.5%	-15.22%	Trim
5	MIC2EUR	Macquarie Infrastructure Hol	-6.9%	-15.18%	Trim
6	CALY	Callaway Golf Company	-9%	-22.80%	Trim
7	LIVN	LivaNova PLC	—	EXIT	Sold out
8	RACE	Ferrari N.V.	—	NEW	New buy
9	SFLY	Shutterfly LLC	—	EXIT	Sold out
10	PNW	Pinnacle West Capital Corporation	—	NEW	New buy
11	CFR	Cullen/frost Bankers INC	—	NEW	New buy
12	ZION	Zions Bancorp NA	—	NEW	New buy
13	KEX	Kirby CORP	—	NEW	New buy
14	LNG	Cheniere Energy INC	—	EXIT	Sold out
15	✓	Amaya INC Com	—	NEW	New buy