0001085146-23-002367.txt : 20230515 0001085146-23-002367.hdr.sgml : 20230515 20230515113104 ACCESSION NUMBER: 0001085146-23-002367 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Yost Capital Management, LP CENTRAL INDEX KEY: 0001489859 IRS NUMBER: 271833504 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16652 FILM NUMBER: 23919795 BUSINESS ADDRESS: STREET 1: 2800 W. LANCASTER AVENUE CITY: FORT WORTH STATE: TX ZIP: 76107 BUSINESS PHONE: 817.350.6333 MAIL ADDRESS: STREET 1: 2800 W. LANCASTER AVENUE CITY: FORT WORTH STATE: TX ZIP: 76107 FORMER COMPANY: FORMER CONFORMED NAME: Yost Capital Management, L.L.C. DATE OF NAME CHANGE: 20100419 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001489859 XXXXXXXX 03-31-2023 03-31-2023 false Yost Capital Management, LP

2800 W. LANCASTER AVENUE FORT WORTH TX 76107

13F HOLDINGS REPORT 028-16652 000153082 801-78045 N J. KYLE KNUTSON 817-350-6333 /s/ J. KYLE KNUTSON FORT WORTH TX 05-15-2023 0 12 91225563 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE CARMAX INC COM 143130102 BBG001SD9561 6685120 104000 SH SOLE 104000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 11370840 72150 SH SOLE 72150 0 0 CULLEN FROST BANKERS INC COM 229899109 BBG001S6D2D0 3160200 30000 SH SOLE 30000 0 0 DIGIMARC CORP NEW COM 25381B101 BBG001T2W3C6 1683415 85670 SH SOLE 85670 0 0 HERTZ GLOBAL HLDGS INC COM NEW 42806J700 BBG011N571V5 7085466 434958 SH SOLE 434958 0 0 LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 8182472 33200 SH SOLE 33200 0 0 PLANET FITNESS INC CL A 72703H101 BBG009H04M26 8665642 111570 SH SOLE 111570 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 BBG001S80721 17676572 484157 SH SOLE 484157 0 0 SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 3090420 59000 SH SOLE 59000 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 9018400 40000 SH SOLE 40000 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 BBG009NRSWK2 11464366 257800 SH SOLE 257800 0 0 ZIONS BANCORPORATION N A COM 989701107 BBG001S5XN80 3142650 105000 SH SOLE 105000 0 0