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THOMIST CAPITAL MANAGEMENT, LP

THOMIST CAPITAL MANAGEMENT, LP is an Investment Adviser institutional filer with the SEC under CIK 1767809, reporting 39 portfolio positions, with 21 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in THOMIST CAPITAL MANAGEMENT, LP's most recent 13F filing, ranked by reported market value.

  1. DARLING INGREDIENTS INC (DAR)
  2. ARIS MINING CORPORATION (ARIS)
  3. DHT HOLDINGS INC (DHT)
  4. CORE NATURAL RESOURCES INC (CNR)
  5. GREEN PLAINS INC (GPRE)
  6. HUDBAY MINERALS INC (HBM)
  7. CONTROLADORA VUELA COMP DE A (VLRS)
  8. FRONTLINE PLC (FRO)
  9. DELEK US HLDGS INC NEW (DK)
  10. PEABODY ENGR CORP (BTU)
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