Holdings
Thomist Capital Management, LP
As of Jun 30, 2026, Thomist Capital Management, LP reported 33 positions worth US$243M. Largest: Darling Ingredients Inc., Aris Mining Corp and Dht Holdings, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Darling Ingredients Inc. | 566K | US$30.9M | new | Jun 30, 2026 |
| Aris Mining Corp | 1.75M | US$26.1M | +604K | Jun 30, 2026 |
| Dht Holdings, Inc. | 1.39M | US$23M | +1.15M | Jun 30, 2026 |
| Core Natural Resources, Inc. | 267K | US$21.3M | +41,733 | Jun 30, 2026 |
| Green Plains, Inc. | 1.27M | US$19.5M | new | Jun 30, 2026 |
| Hudbay Minerals Inc | 734K | US$17.3M | new | Jun 30, 2026 |
| Controladora Vuela Compania De Aviacion Sab De Cv Class A | 1.75M | US$16.4M | +216K | Jun 30, 2026 |
| Delek Us Holdings, Inc. | 202K | US$10.3M | −171K | Jun 30, 2026 |
| Peabody Energy Corporation | 422K | US$9.77M | +191K | Jun 30, 2026 |
| Westlake Corporation | 96,200 | US$7.02M | +23,200 | Jun 30, 2026 |