Thomist Capital Management, LP
46 holdingsFiling period: 2026-06-30Current AUM: $375.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DAR | DARLING INGREDIENTS INC | 566.1K | $30.9M | $37.7M | 10.03% | -- | 2026-06-30 |
| 2 | ARIS | ARIS MINING CORPORATION | 1.75M | $26.1M | $32.5M | 8.66% | +603.6K | 2026-06-30 |
| 3 | ARIS | ARIS MINING CORPORATION | 1.75M | $26.1M | $32.5M | 8.66% | +603.6K | 2026-06-30 |
| 4 | — | DHT HOLDINGS INC | 1.39M | $23.0M | $23.0M | 6.12% | +1.15M | 2026-06-30 |
| 5 | CNR | CORE NATURAL RESOURCES INC | 266.5K | $21.3M | $25.2M | 6.71% | +41.7K | 2026-06-30 |
| 6 | GPRE | GREEN PLAINS INC | 1.27M | $19.5M | $18.9M | 5.03% | -- | 2026-06-30 |
| 7 | HBM | HUDBAY MINERALS INC | 734.2K | $17.3M | $18.5M | 4.93% | -- | 2026-06-30 |
| 8 | VLRS | CONTROLADORA VUELA COMP DE A | 1.75M | $16.4M | $11.1M | 2.96% | +215.6K | 2026-06-30 |
| 9 | PPC | PILGRIMS PRIDE CORP | 500.0K | $14.1M | $14.9M | 3.98% | -- | 2026-06-30 |
| 10 | — | FRONTLINE PLC | 369.7K | $12.9M | $12.9M | 3.43% | -- | 2026-06-30 |
| 11 | MOS | MOSAIC CO | 500.0K | $10.6M | $12.7M | 3.39% | -- | 2026-06-30 |
| 12 | OEF | ISHARES TR | 35.0K | $10.5M | $10.8M | 2.88% | -- | 2026-06-30 |
| 13 | DK | DELEK US HLDGS INC NEW | 202.3K | $10.3M | $15.8M | 4.21% | -170,637 | 2026-06-30 |
| 14 | BTU | PEABODY ENGR CORP | 422.4K | $9.8M | $11.3M | 3.00% | +190.9K | 2026-06-30 |
| 15 | WLK | WESTLAKE CORPORATION | 96.2K | $7.0M | $6.7M | 1.79% | +23.2K | 2026-06-30 |
| 16 | REMXUSD | VANECK ETF TRUST | 70.0K | $6.9M | $6.9M | 1.83% | -- | 2026-06-30 |
| 17 | DINO | HF SINCLAIR CORP | 97.1K | $6.8M | $10.9M | 2.90% | -469,027 | 2026-06-30 |
| 18 | — | OKEANIS ECO TANKERS COR | 133.9K | $6.7M | $6.7M | 1.79% | +78.8K | 2026-06-30 |
| 19 | IAG | IAMGOLD CORP | 404.4K | $6.4M | $7.9M | 2.12% | -- | 2026-06-30 |
| 20 | — | RICE ACQUISITION CORP 3 | 531.6K | $5.7M | $5.7M | 1.52% | +25.3K | 2026-06-30 |
| 21 | PPG | PPG INDS INC | 45.1K | $5.5M | $4.7M | 1.26% | -- | 2026-06-30 |
| 22 | UAL | UNITED AIRLS HLDGS INC | 37.0K | $5.0M | $4.0M | 1.05% | -- | 2026-06-30 |
| 23 | TGB | TREKOR METALS LTD | 608.9K | $4.2M | $4.9M | 1.29% | -- | 2026-06-30 |
| 24 | MTDR | MATADOR RES CO | 80.2K | $4.0M | $5.1M | 1.35% | -- | 2026-06-30 |
| 25 | PARR | PAR PAC HOLDINGS INC | 66.1K | $3.7M | $5.5M | 1.47% | +21.3K | 2026-06-30 |
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