13F-HR filed by Thomist Capital Management, LP
Thomist Capital Management, LP filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-10-21, with 20 holding rows worth $133,791,000.
- Accession
- 0001420506-22-001892
- Filer
- CIK 1767809
- Filed
- 2022-10-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 20 entries on the cover page, a total value of $133,791,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $133,791,000 with VALUE read as thousands by filing date, 13F file number 028-21786. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| PEABODY ENGR CORP | 704551100 | COM | 1,679,362 | $41,682,000 | thousands by filing date | |
| BUNGE LTD | G16962105 | COM | 164,278 | $13,564,000 | thousands by filing date | |
| PDC ENERGY INC | 69327R101 | COM | 220,198 | $12,725,000 | thousands by filing date | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 105,802 | $10,509,000 | thousands by filing date | |
| HF SINCLAIR CORP COM | 403949100 | Stock | 172,740 | $9,300,000 | thousands by filing date | |
| ARCHER DANIELS MIDLAND CO COM | 039483102 | Stock | 97,878 | $7,874,000 | thousands by filing date | |
| RANGER OIL CORPORATION CLASS A COM | 70788V102 | Stock | 203,075 | $6,387,000 | thousands by filing date | |
| NEW FORTRESS ENERGY INC | 644393100 | COM CL A | 113,967 | $4,981,000 | thousands by filing date | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 49,876 | $4,801,000 | thousands by filing date | |
| SIGMA LITHIUM CORPORATION COM | 826599102 | Stock | 147,535 | $4,011,000 | thousands by filing date | |
| SM ENERGY COMPANY COM | 78454L100 | Stock | 91,099 | $3,426,000 | thousands by filing date | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 30,000 | $3,206,000 | thousands by filing date | |
| PAR PAC HOLDINGS INC | 69888T207 | COM NEW | 181,377 | $2,976,000 | thousands by filing date | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 36,624 | $2,423,000 | thousands by filing date | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 22,796 | $2,148,000 | thousands by filing date | |
| CVR ENERGY, INC. | 12662P108 | COM | 40,000 | $1,159,000 | thousands by filing date | |
| RICE ACQUISITION CORP II | G75529100 | SHS CL A | 105,270 | $1,045,000 | thousands by filing date | |
| COMSTOCK RES INC COM | 205768302 | Stock | 53,327 | $922,000 | thousands by filing date | |
| NORDIC AMERICAN TANKERS LIMI | G65773106 | COM | 218,225 | $583,000 | thousands by filing date | |
| TELLURIAN INC NEW | 87968A104 | COM | 28,800 | $69,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-22-001892 | this filing | 2022-10-21 | acceptance time not in the bulk data set |