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Disclosery

13F-HR filed by Thomist Capital Management, LP

Thomist Capital Management, LP filed this 13F-HR for the quarter ended 2024-06-30, filed 2024-08-12, with 37 holding rows worth $280,313,986.

Accession
0001420506-24-001350
Filer
CIK 1767809
Filed
2024-08-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2024

A holdings report, 37 entries on the cover page, a total value of $280,313,986 stated on the cover page (in dollars after the unit check, H1), rows summing to $280,313,986 with VALUE read as dollars as filed, 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 filedCUSIPClassAmountValueValue read asType
PEABODY ENGR CORP704551100COM2,126,284$48,054,018dollars as filed
ALGOMA STL GROUP INC015658107COM4,977,609$43,429,639dollars as filed
MARATHON PETE CORP COM56585A102Stock215,618$35,742,996dollars as filed
FERROGLOBE PLCG33856108SHS3,133,022$18,030,542dollars as filed
Vanguard S&P 500 ETF922908363COM30,169$15,373,459dollars as filed
PHILLIPS 66 COM718546104Stock107,400$14,968,875dollars as filed
PAR PAC HOLDINGS INC69888T207COM NEW559,277$13,095,471dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS116,558$10,703,521dollars as filed
Vital Energy Inc516806205Common Stock231,500$10,442,965dollars as filed
SILVERBOW RES INC82836G102COM243,264$9,224,571dollars as filed
SPDR GOLD TR78463V107GOLD SHS32,874$7,276,331dollars as filed
TYSON FOODS INC CL A902494103Stock107,000$6,346,170dollars as filed
DARLING INGREDIENTS INC COM237266101Stock138,000$5,126,700dollars as filed
CIVITAS RESOURCES INC COM NEW17888H103Stock70,741$5,028,978dollars as filed
DIAMOND OFFSHORE DRILLING IN25271C201COM217,920$3,504,154dollars as filed
SIGMA LITHIUM CORPORATION COM826599102Stock279,772$3,438,398dollars as filed
NOBLE CORP PLC ORD SHS AG65431127Stock53,892$2,528,613dollars as filed
VANECK ETF TRUST92189F106GOLD MINERS ETF67,239$2,513,394dollars as filed
MURPHY OIL CORP COM626717102Stock60,355$2,464,898dollars as filed
ALCOA CORP COM013872106Stock67,800$2,343,846dollars as filed
APPLIED DIGITAL CORP COM NEW038169207Stock425,000$2,218,500dollars as filed
PEABODY ENGR CORP704551100COM100,000$2,212,000dollars as filedcall
SERVE ROBOTICS INC81758H106COM208,910$2,011,803dollars as filed
ATLAS LITHIUM CORP105861306COM147,796$1,835,626dollars as filed
COEUR MNG INC COM NEW192108504Stock280,000$1,783,600dollars as filed
ALBEMARLE CORP012653101COM17,725$1,646,298dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock16,800$1,360,800dollars as filed
BITDEER TECHNOLOGIES GROUP CL A ORD SHSG11448100Stock112,667$1,305,811dollars as filed
CLEVELAND-CLIFFS INC NEW COM185899101Stock80,000$1,231,000dollars as filedcall
NET POWER INC64107A105COMMON STOCK112,729$1,073,180dollars as filed
GREEN PLAINS INC393222104COM61,700$1,010,646dollars as filed
GEVO INC374396406COM PAR1,399,764$829,920dollars as filed
SOUTHERN COPPER CORP84265V105COM6,447$673,712dollars as filed
RIOT PLATFORMS INC767292105COM47,517$584,222dollars as filed
STRONGHOLD DIGITAL MINING IN86337R202COM118,856$484,932dollars as filed
ENLINK MIDSTREAM LLC29336T100COM UNIT REP LTD16,948$243,204dollars as filed
PIEDMONT LITHIUM INC72016P105COM15,713$171,193dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-24-001350this filing2024-08-12acceptance time not in the bulk data set