Yost Capital Management’s Atmus Filtration Technologies ATMU Stock Holding History

Yost Capital Management’s Portfolio ATMU Stock Details ATMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$5.66M	Sell	109,000 -40,000	-27%	-$1.94M	8.21%	6
2025 Q3	$6.72M	Sell	149,000 -36,000	-19%	-$1.51M	8.17%	6
2025 Q2	$6.74M	Hold	185,000	–	–	9.24%	4
2025 Q1	$6.8M	Hold	185,000	–	–	10.43%	4
2024 Q4	$7.25M	Hold	185,000	–	–	8.06%	6
2024 Q3	$6.94M	Buy	+185,000	New	+$6.04M	7.18%	5

Other funds holding ATMU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Yost Capital Management's ATMU Position: Q4 2025 in Review

Yost Capital Management reduced its Atmus Filtration Technologies (ATMU) stake by 27% in Q4 2025, selling an estimated $1.94M and leaving 109,000 shares worth $5.66M. The position accounts for 8.21% of the portfolio, ranked #6.

Yost Capital Management first reported a position in ATMU in Q3 2024 and has held it in 6 quarters since. The position peaked at $7.25M in Q4 2024. 311 funds tracked by Wall St. Rank hold ATMU as of Q4 2025.

Yost Capital Management held 109,000 shares of Atmus Filtration Technologies worth $5.66M as of Q4 2025.
Yost Capital Management sold 40,000 Atmus Filtration Technologies shares in Q4 2025, an estimated $1.94M.
Atmus Filtration Technologies made up 8.21% of Yost Capital Management's portfolio in Q4 2025, its #6 holding.
Yost Capital Management first reported a position in Atmus Filtration Technologies in Q3 2024 and has held it in 6 quarters since.
Yost Capital Management's Atmus Filtration Technologies position peaked at $7.25M in Q4 2024.
311 funds tracked by Wall St. Rank held Atmus Filtration Technologies as of Q4 2025.

Based on Yost Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.