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

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Yost Capital Management reduced its Zillow (Z) stake by 39% in Q4 2025, selling an estimated $2.17M and leaving 47,400 shares worth $3.23M. The position accounts for 4.69% of the portfolio, ranked #9.

Yost Capital Management first reported a position in Z in Q1 2022 and has held it in 16 quarters since. The position peaked at $15M in Q2 2023. 529 funds tracked by Wall St. Rank hold Z as of Q4 2025.

Yost Capital Management held 47,400 shares of Zillow worth $3.23M as of Q4 2025.
Yost Capital Management sold 30,000 Zillow shares in Q4 2025, an estimated $2.17M.
Zillow made up 4.69% of Yost Capital Management's portfolio in Q4 2025, its #9 holding.
Yost Capital Management first reported a position in Zillow in Q1 2022 and has held it in 16 quarters since.
Yost Capital Management's Zillow position peaked at $15M in Q2 2023.
529 funds tracked by Wall St. Rank held Zillow as of Q4 2025.

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