SEC 13F Intelligence

Yost Capital Management, LP / CFR

Yost Capital Management, LP’s Cullen Frost Bankers Inc Position

Does Yost Capital Management, LP own Cullen Frost Bankers Inc (CFR)? Not currently — the last reported position was 30.0K shares worth $3M in Q1 2023; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$3M
Q1 2023
Shares
30.0K
% of Portfolio
+3.46%
Quarters Held
5
position exited

Position History CFR

Reported value by quarter
Q1 ’19: $12MQ1 ’19Q2 ’19: $15MQ2 ’19Q3 ’19: $16MQ3 ’19Q4 ’19: $17MQ4 ’19Q1 ’23: $3MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202330.0K$3M+3.46%
Q4 2019177.7K$17M+13.66%
Q3 2019177.7K$16M+18.80%
Q2 2019154.9K$15M+14.10%
Q1 2019127.9K$12M+8.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Yost Capital Management, LP’s full portfolio or all institutional holders of CFR.