Fund HoldingsYost Capital Management, LP

Total Portfolio Value
$92.85M
Total Bought
$9.88M
Total Sold
$18.87M
Net Transaction
-$8.99M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ADVISORSHARES TR
PURE US CANN ETF
0591,487+591,48704,6965.06%+4,696
CAMECO CORP(CCJ)150,000170,000+20,0004,7006,7397.26%+2,039
DIGIMARC CORP NEW
COM
85,670125,670+40,0002,5224,0834.40%+1,561
APPLE INC(AAPL)21,00026,000+5,0004,0734,4514.79%+378
MICROSOFT CORP(MSFT)12,00014,000+2,0004,0864,4214.76%+334
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)600,000788,500+188,5003,6003,8324.13%+232
CARMAX INC(KMX)104,000114,000+10,0008,7058,0638.68%-642
CHENIERE ENERGY INC(LNG)72,15062,150-10,00010,99310,31411.11%-678
META PLATFORMS INC(META)16,00012,000-4,0004,5923,6033.88%-989
AMAZON COM INC(AMZN)34,00024,000-10,0004,4323,0513.29%-1,381
RENTOKIL INITIAL PLC(RTO)484,157449,157-35,00018,88716,64117.92%-2,246
VISA INC(V)40,00030,000-10,0009,4996,9007.43%-2,599
ZILLOW GROUP INC(Z)297,800267,800-30,00014,96712,36213.31%-2,606
ALPHABET INC(GOOG)63,00028,000-35,0007,6213,6923.98%-3,929
NVIDIA CORPORATION(NVDA)10,5000-10,5004,4420-4,442
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