Thomist Capital Management, LP
Thomist Capital Management, LP reported 45 holdings worth US$315M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Thomist Capital Management, LP reported 45 holdings worth US$315M as of Jun 30, 2026. Largest: Darling Ingredients Inc., Aris Mining Corp and Dht Holdings, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 45
- Value as reported
- US$315M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Darling Ingredients Inc. | 566K | US$30.9M | 9.8% |
| Aris Mining Corp | 1.75M | US$26.1M | 8.3% |
| Dht Holdings, Inc. | 1.39M | US$23M | 7.3% |
| Core Natural Resources, Inc. | 267K | US$21.3M | 6.8% |
| Green Plains, Inc. | 1.27M | US$19.5M | 6.2% |
| Hudbay Minerals Inc | 734K | US$17.3M | 5.5% |
| Controladora Vuela Compania De Aviacion Sab De Cv Class A | 1.75M | US$16.4M | 5.2% |
| Delek Us Holdings, Inc. | 202K | US$10.3M | 3.3% |
| Peabody Energy Corporation | 422K | US$9.77M | 3.1% |
| Westlake Corporation | 96,200 | US$7.02M | 2.2% |
| Hf Sinclair Corporation | 97,063 | US$6.76M | 2.1% |
| Okeanis Eco Tankers Corp. | 134K | US$6.71M | 2.1% |
| Iamgold Corporation | 404K | US$6.41M | 2.0% |
| Ppg Industries, Inc. | 45,100 | US$5.47M | 1.7% |
| United Airlines Holdings, Inc. | 36,990 | US$5.03M | 1.6% |
| Matador Resources Company | 80,200 | US$3.99M | 1.3% |
| Par Pacific Holdings, Inc. Common Stock | 66,060 | US$3.7M | 1.2% |
| American Airlines Group, Inc. | 195K | US$3.52M | 1.1% |
| Hmh Holding Inc. | 158K | US$2.96M | 0.94% |
| Chemours Company (the) | 143K | US$2.93M | 0.93% |
| Cvr Energy Inc. | 93,326 | US$2.57M | 0.82% |
| Hut 8 Corp. | 21,185 | US$2.45M | 0.78% |
| Ranger Energy Services, Inc. | 113K | US$1.82M | 0.58% |
| Eaglerock Land, Llc | 70,000 | US$1.49M | 0.47% |
| Riot Platforms, Inc. | 36,600 | US$1M | 0.32% |
| Solaris Resources Inc | 182K | US$984K | 0.31% |
| Micron Technology, Inc. | 830 | US$958K | 0.30% |
| Greenland Energy Company | 277K | US$608K | 0.19% |
| Cerebras Systems Inc. | 2,700 | US$597K | 0.19% |
| Keel Infrastructure Corp. | 82,800 | US$475K | 0.15% |
| Bitdeer Technologies Group | 28,700 | US$455K | 0.14% |
| Futurefuel Corp. | 74,727 | US$338K | 0.11% |
| Sable Offshore Corp. | 59,794 | US$184K | 0.06% |
| Infinity Natural Resources, Inc. | 0 | US$0 | 0.00% |
| Kosmos Energy Ltd. | 0 | US$0 | 0.00% |
| Nordic American Tankers Limited | 0 | US$0 | 0.00% |
| Nvidia Corporation | 0 | US$0 | 0.00% |
| Olin Corporation | 0 | US$0 | 0.00% |
| Osisko Gold Group Inc. | 0 | US$0 | 0.00% |
| Permian Resources Corporation | 0 | US$0 | 0.00% |
| Polaris Inc. | 0 | US$0 | 0.00% |
| Royal Gold, Inc. | 0 | US$0 | 0.00% |
| Scorpio Tankers Inc. | 0 | US$0 | 0.00% |
| Southwest Airlines Company | 0 | US$0 | 0.00% |
| Ssr Mining Inc. | 0 | US$0 | 0.00% |
| Steel Dynamics, Inc. | 0 | US$0 | 0.00% |
| Alaska Air Group, Inc. | 0 | US$0 | 0.00% |
| Amplify Energy Corp. | 0 | US$0 | 0.00% |
| Baytex Energy Corp. | 0 | US$0 | 0.00% |
| Brp, Inc. | 0 | US$0 | 0.00% |
| Camping World Holdings, Inc. | 0 | US$0 | 0.00% |
| Cheniere Energy, Inc. | 0 | US$0 | 0.00% |
| Eastman Chemical Company | 0 | US$0 | 0.00% |
| Equinox Gold Corp. | 0 | US$0 | 0.00% |
| Harley-davidson, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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