SEC 13F Intelligence

Yost Capital Management, LP / LNG

Yost Capital Management, LP’s Cheniere Energy Inc Position

Does Yost Capital Management, LP own Cheniere Energy Inc (LNG)? Yes34.8K shares worth $7M (+9.80% of its 13F portfolio) as of Q4 2025, down from 39.8K shares the prior filed quarter.

Position Value
$7M
Q4 2025
Shares
34.8K
% of Portfolio
+9.80%
Quarters Held
19
currently held

Position History LNG

Reported value by quarter
Q2 ’21: $10MQ2 ’21Q3 ’21: $16MQ4 ’21: $17MQ1 ’22: $20MQ1 ’22Q2 ’22: $13MQ3 ’22: $12MQ4 ’22: $11MQ4 ’22Q1 ’23: $11MQ2 ’23: $11MQ3 ’23: $10MQ3 ’23Q4 ’23: $5MQ1 ’24: $5MQ2 ’24: $7MQ2 ’24Q3 ’24: $7MQ4 ’24: $8MQ1 ’25: $9MQ1 ’25Q2 ’25: $9MQ3 ’25: $9MQ4 ’25: $7MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202534.8K$7M+9.80%
Q3 202539.8K$9M+11.35%
Q2 202537.8K$9M+12.61%
Q1 202537.8K$9M+13.40%
Q4 202437.8K$8M+9.01%
Q3 202437.8K$7M+7.02%
Q2 202437.8K$7M+11.00%
Q1 202428.8K$5M+7.18%
Q4 202328.8K$5M+8.24%
Q3 202362.1K$10M+11.11%
Q2 202372.2K$11M+10.66%
Q1 202372.2K$11M+12.46%
Q4 202272.2K$11M+11.26%
Q3 202274.8K$12M+13.40%
Q2 202299.8K$13M+15.51%
Q1 2022145.0K$20M+13.14%
Q4 2021165.0K$17M+11.79%
Q3 2021165.0K$16M+16.29%
Q2 2021115.0K$10M+11.13%

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 LNG.