Yost Capital Management, LP — Q1 2017 13F Holdings

Name: Yost Capital Management, LP — 13F Holdings, Q1 2017
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	NXST	Nexstar Media Group INC	Stock-Comm Services	13.12%	—	-7.25%
2	TV	Grupo Televisa Sa-spon Adr	Stock-Other	12.58%	—	+76.22%
3	CALY	Callaway Golf Company	Stock-Other	11.97%	—	+36.90%
4	✓		Stock-Other	11.06%	—	—
5	✓	PNK Entertainment Inc	Stock-Other	9.95%	—	-36.32%
6	WFC	Wells Fargo & Co	Stock-Financials	9.31%	—	+2.19%
7	MIC2EUR	Macquarie Infrastructure Hol	Stock-Other	8.86%	—	+13.15%
8	LYV	Live Nation Entertainment In	Stock-Comm Services	6.96%	—	—
9	CFR	Cullen/frost Bankers INC	Stock-Financials	5.04%	—	-48.71%
10	LORLUSD	Loral Space & Communications	Stock-Other	4.50%	—	-61.02%
11	MGM	Mgm Resorts International	Stock-Consumer Disc	3.35%	—	—
12	MPLX	Mplx LP	Stock-Energy	1.98%	—	+65.99%
13	BSM	Black Stone Minerals LP	Stock-Other	1.32%	—	-3.73%

Position changes disclosed by Yost Capital Management, LP for the quarter ending Q1 2017, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	TV	Grupo Televisa Sa-spon Adr	+6.8%	+76.22%	Add
2	CALY	Callaway Golf Company	+3.2%	+36.90%	Add
3	MIC2EUR	Macquarie Infrastructure Hol	+0.8%	+13.15%	Add
4	MPLX	Mplx LP	+0.8%	+65.99%	Add
5	NXST	Nexstar Media Group INC	+0.2%	-7.25%	Trim
6	WFC	Wells Fargo & Co	+0.2%	+2.19%	Add
7	BSM	Black Stone Minerals LP	-0.3%	-3.73%	Trim
8	✓	PNK Entertainment Inc	-1.8%	-36.32%	Trim
9	CFR	Cullen/frost Bankers INC	-4.8%	-48.71%	Trim
10	LORLUSD	Loral Space & Communications	-7.6%	-61.02%	Trim
11	✓		—	NEW	New buy
12	RACE	Ferrari N.V.	—	EXIT	Sold out
13	✓	Mylan N V	—	EXIT	Sold out
14	LYV	Live Nation Entertainment In	—	NEW	New buy
15	MGM	Mgm Resorts International	—	NEW	New buy