Yost Capital Management’s Zillow Z Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.23M	Sell	47,400 -30,000	-39%	-$2.17M	4.69%	9
2025 Q3	$5.96M	Buy	77,400 +1,800	+2%	+$147K	7.25%	8
2025 Q2	$5.3M	Sell	75,600 -20,000	-21%	-$1.35M	7.26%	7
2025 Q1	$6.55M	Buy	95,600 +15,000	+19%	+$1.15M	10.06%	5
2024 Q4	$5.97M	Sell	80,600 -28,000	-26%	-$2M	6.63%	8
2024 Q3	$6.93M	Sell	108,600 -20,000	-16%	-$1.07M	7.17%	6
2024 Q2	$5.97M	Hold	128,600	–	–	9.94%	5
2024 Q1	$6.27M	Sell	128,600 -50,000	-28%	-$2.72M	9.71%	3
2023 Q4	$10.3M	Sell	178,600 -89,200	-33%	-$3.93M	17.34%	2
2023 Q3	$12.4M	Sell	267,800 -30,000	-10%	-$1.54M	13.31%	2
2023 Q2	$15M	Buy	297,800 +40,000	+16%	+$1.84M	14.51%	2
2023 Q1	$11.5M	Sell	257,800 -30,000	-10%	-$1.27M	12.57%	2
2022 Q4	$9.27M	Buy	287,800 +17,500	+6%	+$580K	9.65%	4
2022 Q3	$7.73M	Buy	270,300 +90,000	+50%	+$3.12M	8.35%	6
2022 Q2	$5.72M	Buy	180,300 +10,300	+6%	+$414K	6.69%	7
2022 Q1	$8.38M	Buy	+170,000	New	+$9.14M	5.48%	9

Other funds holding Z

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return