Thomist Capital Management, LP
46 holdingsFiling period: 2026-06-30Current AUM: $352.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DAR | Darling Ingredients Inc | 566.1K | $30.9M | $33.5M | 9.50% | -- | 2026-06-30 |
| 2 | ARIS | Aris Mining Corporation | 1.75M | $26.1M | $29.9M | 8.46% | +603.6K | 2026-06-30 |
| 3 | ARIS | Aris Mining Corporation | 1.75M | $26.1M | $29.9M | 8.46% | +603.6K | 2026-06-30 |
| 4 | — | Dht Holdings Inc | 1.39M | $23.0M | $23.0M | 6.51% | +1.15M | 2026-06-30 |
| 5 | CNR | Core Natural Resources Inc | 266.5K | $21.3M | $23.3M | 6.59% | +41.7K | 2026-06-30 |
| 6 | GPRE | Green Plains Inc | 1.27M | $19.5M | $18.0M | 5.11% | -- | 2026-06-30 |
| 7 | HBM | Hudbay Minerals Inc | 734.2K | $17.3M | $17.3M | 4.92% | -- | 2026-06-30 |
| 8 | VLRS | Controladora Vuela Comp de A | 1.75M | $16.4M | $9.9M | 2.81% | +215.6K | 2026-06-30 |
| 9 | PPC | Pilgrims Pride Corp | 500.0K | $14.1M | $14.1M | 4.00% | -- | 2026-06-30 |
| 10 | — | Frontline PLC | 369.7K | $12.9M | $12.9M | 3.64% | -- | 2026-06-30 |
| 11 | MOS | Mosaic Co | 500.0K | $10.6M | $8.9M | 2.53% | -- | 2026-06-30 |
| 12 | OEF | iShares TR | 35.0K | $10.5M | $11.0M | 3.12% | -- | 2026-06-30 |
| 13 | DK | Delek US Hldgs Inc New | 202.3K | $10.3M | $15.7M | 4.45% | -170,637 | 2026-06-30 |
| 14 | BTU | Peabody Engr Corp | 422.4K | $9.8M | $9.6M | 2.71% | +190.9K | 2026-06-30 |
| 15 | WLK | Westlake Corporation | 96.2K | $7.0M | $6.0M | 1.71% | +23.2K | 2026-06-30 |
| 16 | REMXUSD | VanEck ETF Trust | 70.0K | $6.9M | $6.9M | 1.95% | -- | 2026-06-30 |
| 17 | DINO | HF Sinclair Corp | 97.1K | $6.8M | $12.2M | 3.45% | -469,027 | 2026-06-30 |
| 18 | — | Okeanis Eco Tankers Cor | 133.9K | $6.7M | $6.7M | 1.90% | +78.8K | 2026-06-30 |
| 19 | IAG | Iamgold Corp | 404.4K | $6.4M | $7.2M | 2.03% | -- | 2026-06-30 |
| 20 | — | Rice Acquisition Corp 3 | 531.6K | $5.7M | $5.7M | 1.61% | +25.3K | 2026-06-30 |
| 21 | PPG | Ppg Inds Inc | 45.1K | $5.5M | $4.9M | 1.39% | -- | 2026-06-30 |
| 22 | UAL | United Airls Hldgs Inc | 37.0K | $5.0M | $3.6M | 1.02% | -- | 2026-06-30 |
| 23 | TGB | Trekor Metals Ltd | 608.9K | $4.2M | $4.8M | 1.37% | -- | 2026-06-30 |
| 24 | MTDR | Matador Res Co | 80.2K | $4.0M | $4.6M | 1.31% | -- | 2026-06-30 |
| 25 | PARR | Par Pac Holdings Inc | 66.1K | $3.7M | $5.6M | 1.59% | +21.3K | 2026-06-30 |
← Scroll →
Page 1 of 2