Thomist Capital Management, LP
58 holdingsFiling period: 2026-03-31Current AUM: $403.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DINO | HF SINCLAIR CORP | 566.1K | $35.3M | $51.8M | 12.84% | +258.0K | 2026-03-31 |
| 2 | DAR | DARLING INGREDIENTS INC | 450.0K | $27.8M | $27.3M | 6.77% | -- | 2026-03-31 |
| 3 | CNR | CORE NATURAL RESOURCES INC | 224.8K | $23.5M | $17.9M | 4.45% | -9,201 | 2026-03-31 |
| 4 | ARIS | ARIS MINING CORPORATION | 1.15M | $21.3M | $15.3M | 3.80% | -- | 2026-03-31 |
| 5 | ARIS | ARIS MINING CORPORATION | 1.15M | $21.3M | $15.3M | 3.80% | -- | 2026-03-31 |
| 6 | CF | CF INDUSTRIES HOLD | 150.0K | $19.5M | $18.8M | 4.66% | -- | 2026-03-31 |
| 7 | STLD | STEEL DYNAMICS INC | 105.3K | $19.0M | $26.5M | 6.56% | -- | 2026-03-31 |
| 8 | DK | DELEK US HLDGS INC NEW | 372.9K | $16.8M | $25.3M | 6.28% | -- | 2026-03-31 |
| 9 | SSRM | SSR MINING IN | 548.9K | $16.1M | $14.1M | 3.49% | -- | 2026-03-31 |
| 10 | EQX | EQUINOX GOLD CORP | 890.9K | $12.9M | $8.0M | 1.98% | -- | 2026-03-31 |
| 11 | VLRS | CONTROLADORA VUELA COMP DE A | 1.54M | $11.1M | $12.1M | 2.99% | +529.4K | 2026-03-31 |
| 12 | PR | PERMIAN RESOURCES CORP | 511.3K | $10.9M | $10.9M | 2.70% | -- | 2026-03-31 |
| 13 | LUV | SOUTHWEST AIRLS CO | 288.0K | $10.8M | $13.0M | 3.21% | +185.1K | 2026-03-31 |
| 14 | VOO | VANGUARD INDEX FDS | 17.0K | $10.2M | $11.7M | 2.90% | -- | 2026-03-31 |
| 15 | RGLD | ROYAL GOLD INC | 37.3K | $9.5M | $7.4M | 1.83% | -- | 2026-03-31 |
| 16 | FCX | FREEPORT MCMORAN INC | 150.0K | $8.8M | $9.4M | 2.33% | -- | 2026-03-31 |
| 17 | WLK | WESTLAKE CORPORATION | 73.0K | $8.5M | $5.1M | 1.28% | -38,900 | 2026-03-31 |
| 18 | BTE | BAYTEX ENERGY CORP | 1.89M | $8.4M | $8.6M | 2.13% | -1,095,392 | 2026-03-31 |
| 19 | BTU | PEABODY ENGR CORP | 231.6K | $7.6M | $4.9M | 1.22% | -- | 2026-03-31 |
| 20 | — | BUNGE GLOBAL SA | 51.1K | $6.5M | $6.5M | 1.61% | -- | 2026-03-31 |
| 21 | EMN | EASTMAN CHEM CO | 84.7K | $6.5M | $5.9M | 1.47% | -- | 2026-03-31 |
| 22 | — | RICE ACQUISITION CORP 3 | 506.3K | $5.4M | $5.4M | 1.33% | +6.3K | 2026-03-31 |
| 23 | — | SCORPIO TANKERS INC | 61.9K | $4.6M | $4.6M | 1.15% | -- | 2026-03-31 |
| 24 | — | FERROGLOBE PLC | 1.08M | $4.5M | $4.5M | 1.11% | -366,643 | 2026-03-31 |
| 25 | — | DHT HOLDINGS INC | 241.7K | $4.4M | $4.4M | 1.10% | -- | 2026-03-31 |
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