YOST CAPITAL Overview
Yost Capital Management L.l.c. is an investment advisor that manages 471 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 91MM in positions, representing 19% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 03/31/23. The fund's latest filing disclosed 91MM in positions, representing 19% of the manager's regulatory AUM.
YOST CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
YOST CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| RTO | 19.38% | Industrials | 8.44% | 2.08% | 1 | 4% | ||
| Z | 12.57% | Unknown | 0% | -0.33% | 0 | 9% | ||
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FEATURED IN
YOST CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Carson L. Yost | Managing Member | February-2010 |
| Jason K. Knutson | Chief Compliance Officer And Chief Financial Officer | April-2010 |
YOST CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
YOST CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
As stated previously, the Offshore Fund invests all, or substantially all, of its assets in the Master Fund and primarily achieves its investment objectives through its investment in the Master Fund. For purposes of Item 8, references to the Master Fund shall refer to the Master Fund and the Offshore Fund. The investment objectives and guidelines of the SMA are contemplated in the investment management agreement between YCM and the SMA. The SMA’s portfolio will generally be similar to the Master Fund’s long portfolio (but may not include every long position in the Master Fund or have positions that are the same size as the Master Fund) subject to any investment guidelines or restrictions in the
investment management agreement between YCM and the SMA and any limitations on the SMA’s ability to clear securities in certain markets. Some of the below disclosures and risk factors may not apply to the
SMA. <...
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As stated previously, the Offshore Fund invests all, or substantially all, of its assets in the Master Fund and primarily achieves its investment objectives through its investment in the Master Fund. For purposes of Item 8, references to the Master Fund shall refer to the Master Fund and the Offshore Fund. The investment objectives and guidelines of the SMA are contemplated in the investment management agreement between YCM and the SMA. The SMA’s portfolio will generally be similar to the Master Fund’s long portfolio (but may not include every long position in the Master Fund or have positions that are the same size as the Master Fund) subject to any investment guidelines or restrictions in the
investment management agreement between YCM and the SMA and any limitations on the SMA’s ability to clear securities in certain markets. Some of the below disclosures and risk factors may not apply to the
SMA. <...
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YOST CAPITAL Portfolio Concentration
YOST CAPITAL Location
2800 W. LANCASTER AVENUE
FORT WORTH, Texas
UNITED STATES, 76107
FORT WORTH, Texas
UNITED STATES, 76107
YOST CAPITAL Contact Information
Phone Number: 817.350.6333
Fax Number: 817.423.6635
Website: http://www.yostfunds.com
Fax Number: 817.423.6635
Website: http://www.yostfunds.com
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