Form 13-F position report

MOLINA HEALTHCARE INC

Reported by Yost Capital Management LP

Company profile Manager portfolio Source filing
MOH CUSIP 60855R100 Manager CIK 0001489859
Latest reported change

First reported at 30,000 shares this quarter.

New
% of reported 13F value 7.56% This manager · Q4 2025
Shares 30,000 Quarter-end amount reported
Reported value $5,206,200 Fair value at quarter end
Consecutive quarters held 1 Through Q4 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

1 quarter
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q4 2025 New 30,000 +30,000 (0.0%) 7.56% $5,206,200 2026-02-13
Institutional context

Who else reported the position

729 managers reported MOLINA HEALTHCARE INC for Q4 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 6,083,536 -353,209 0.02% $1,055,736,837 51 qtrs
BlackRock Inc Reduced 3,892,318 -660,446 0.01% $675,472,975 6 qtrs
Capital World Investors Reduced 3,504,192 -1,662,977 0.08% $608,114,445 51 qtrs
FMR LLC Added 2,976,088 +822,002 0.03% $516,470,278 35 qtrs
HARRIS ASSOCIATES L P Reduced 2,346,437 -335,704 0.51% $407,200,677 4 qtrs
T Rowe Price Investment Management Inc Added 2,171,433 +201,772 0.24% $376,831,000 14 qtrs
STATE STREET CORPORATION Reduced 2,008,163 -405,089 0.01% $348,496,607 51 qtrs
Invesco Ltd Added 1,690,981 +329,679 0.03% $293,452,811 51 qtrs
VICTORY CAPITAL MANAGEMENT INC Added 1,410,604 +447,078 0.14% $244,796,218 45 qtrs
GEODE CAPITAL MANAGEMENT LLC Reduced 1,400,188 -156,573 0.01% $242,578,313 51 qtrs
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Filing details and methodology As reported
Report period
December 31, 2025
Filed
February 13, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
30,000
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.