Yost presents its long thesis for this airport food operator [Q1 Letter]

Yost Partners was up 5.4% net for the first quarter, while Yost Focused Long funds gained 8.9% net. Its benchmark, the MSCI World Index, returned 4.9% for the first quarter. Yost Capital is based in Fort Worth, Texas and focuses on fundamental, value-based international investing. Carson Yost manages it. Q1 2021 hedge fund letters, conferences and more The fund’s top 10 long positions as of April 29 were Biffa, VeriSign, Guangzhou Airport, Tower Bersama Infrastructure, Rumo SA, Charles Schwab, Network International Holdings, The Walt Disney Company, Megacable Holdings and Bunge. Things are getting unclear In his first-quarter letter to investors,…