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THOMIST CAPITAL MANAGEMENT, LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $314,577,461
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DARLING INGREDIENTS INC · COM · 237266101 · shares: $30,920,054
- ARIS MINING CORPORATION · COM · 04040Y109 · shares: $26,110,705
- DHT HOLDINGS INC · SHS NEW · Y2065G121 · shares: $22,961,740
- CORE NATURAL RESOURCES INC · COM SHS · 218937100 · shares: $21,327,891
- GREEN PLAINS INC · COM · 393222104 · shares: $19,542,013
- HUDBAY MINERALS INC · COM · 443628102 · shares: $17,311,505
- CONTROLADORA VUELA COMP DE A · SPON ADR RP 10 · 21240E105 · shares: $16,441,670
- PILGRIMS PRIDE CORP · CALL · 72147K908 · shares · CALL: $14,055,000
- FRONTLINE PLC · COM · M46528101 · shares: $12,863,255
- MOSAIC CO · CALL · 61945C903 · shares · CALL: $10,595,000
Reported holdings
45 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DARLING INGREDIENTS INC | COM | 237266101 | — | 566,094 shares | $30,920,054 |
| ARIS MINING CORPORATION | COM | 04040Y109 | — | 1,751,221 shares | $26,110,705 |
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | — | 1,389,095 shares | $22,961,740 |
| CORE NATURAL RESOURCES INC | COM SHS | 218937100 | — | 266,532 shares | $21,327,891 |
| GREEN PLAINS INC | COM | 393222104 | — | 1,270,612 shares | $19,542,013 |
| HUDBAY MINERALS INC | COM | 443628102 | — | 734,227 shares | $17,311,505 |
| CONTROLADORA VUELA COMP DE A | SPON ADR RP 10 | 21240E105 | — | 1,754,714 shares | $16,441,670 |
| PILGRIMS PRIDE CORP | CALL | 72147K908 | CALL | 500,000 shares | $14,055,000 |
| FRONTLINE PLC | COM | M46528101 | — | 369,740 shares | $12,863,255 |
| MOSAIC CO | CALL | 61945C903 | CALL | 500,000 shares | $10,595,000 |
| ISHARES TR | PUT | 464287955 | PUT | 35,000 shares | $10,515,750 |
| DELEK US HLDGS INC NEW | COM | 24665A103 | — | 202,300 shares | $10,278,863 |
| PEABODY ENGR CORP | COM | 704551100 | — | 422,432 shares | $9,766,628 |
| WESTLAKE CORPORATION | COM | 960413102 | — | 96,200 shares | $7,022,600 |
| VANECK ETF TRUST | CALL | 92189F901 | CALL | 70,000 shares | $6,877,500 |
| HF SINCLAIR CORP | COM | 403949100 | — | 97,063 shares | $6,760,438 |
| OKEANIS ECO TANKERS COR | SHS | Y64177101 | — | 133,922 shares | $6,712,171 |
| IAMGOLD CORP | COM | 450913108 | — | 404,362 shares | $6,405,094 |
| RICE ACQUISITION CORP 3 | UNIT 99/99/9999 | G7553X122 | — | 531,645 shares | $5,693,918 |
| PPG INDS INC | COM | 693506107 | — | 45,100 shares | $5,470,179 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 36,990 shares | $5,030,270 |
| TREKOR METALS LTD | COM | 89472Y107 | — | 608,925 shares | $4,189,404 |
| MATADOR RES CO | COM | 576485205 | — | 80,200 shares | $3,992,356 |
| PAR PAC HOLDINGS INC | COM NEW | 69888T207 | — | 66,060 shares | $3,704,645 |
| AMERICAN AIRLINES GROUP INC | COM | 02376R102 | — | 195,020 shares | $3,524,011 |
| HMH HLDG INC | CL A | 40445M100 | — | 158,161 shares | $2,963,937 |
| FERROGLOBE PLC | SHS | G33856108 | — | 922,217 shares | $2,932,650 |
| CHEMOURS CO | COM | 163851108 | — | 142,900 shares | $2,932,308 |
| CVR ENERGY INC | COM | 12662P108 | — | 93,326 shares | $2,570,198 |
| HUT 8 CORP | COM | 44812J104 | — | 21,185 shares | $2,445,702 |
| RYANAIR HOLDINGS PLC | SPONSORED ADR | 783513203 | — | 34,370 shares | $2,225,458 |
| RANGER ENERGY SVCS INC | COM CL A | 75282U104 | — | 113,460 shares | $1,816,495 |
| EAGLEROCK LD LLC | CL A SHS REP LTD | 27005A105 | — | 70,000 shares | $1,487,500 |
| RIOT PLATFORMS INC | COM | 767292105 | — | 36,600 shares | $1,002,108 |
| SOLARIS RES INC | COM NEW | 83419D201 | — | 182,360 shares | $983,701 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 830 shares | $958,061 |
| CEREBRAS SYSTEMS INC | CALL | 15675D903 | CALL | 3,000 shares | $663,000 |
| ISHARES TR | PUT | 464287953 | PUT | 1,000 shares | $640,760 |
| GREENLAND ENERGY CO | SHS | 70580B106 | — | 276,500 shares | $608,300 |
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | — | 2,700 shares | $596,700 |
| KEEL INFRASTRUCTURE CORP | COM SHS | 486917107 | — | 82,800 shares | $475,272 |
| BITDEER TECHNOLOGIES GROUP | CL A ORD SHS | G11448100 | — | 28,700 shares | $455,469 |
| FUTUREFUEL CORP | COM | 36116M106 | — | 74,727 shares | $337,766 |
| GREENLAND ENERGY CO | *W EXP 04/21/203 | 70580B114 | — | 265,000 shares | $225,250 |
| SABLE OFFSHORE CORP | COM SHS | 78574H104 | — | 59,794 shares | $184,166 |