13F-HR filed by Thomist Capital Management, LP
Thomist Capital Management, LP filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 50 holding rows worth $384,634,829.
- Accession
- 0001420506-25-000485
- Filer
- CIK 1767809
- Filed
- 2025-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 50 entries on the cover page, a total value of $384,634,829 stated on the cover page (in dollars after the unit check, H1), rows summing to $384,634,829 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| STEEL DYNAMICS INC COM | 858119100 | Stock | 305,700 | $34,803,803 | dollars as filed | |
| ALGOMA STL GROUP INC | 015658107 | COM | 3,497,531 | $33,821,125 | dollars as filed | |
| WARRIOR MET COAL INC | 93627C901 | COM | 588,900 | $32,159,829 | dollars as filed | call |
| SEADRILL LIMITED | G7997W102 | COMMON STOCK | 700,448 | $26,862,181 | dollars as filed | |
| CHORD ENERGY CORPORATION | 674215207 | COM NEW | 161,300 | $18,445,642 | dollars as filed | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 520,354 | $17,193,056 | dollars as filed | |
| NUCOR CORP | 670346905 | COM | 146,100 | $16,927,146 | dollars as filed | call |
| NUCOR CORP COM | 670346105 | Stock | 143,700 | $16,674,199 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 148,500 | $16,630,515 | dollars as filed | |
| STEEL DYNAMICS INC | 858119900 | COM | 139,600 | $15,876,708 | dollars as filed | call |
| WARRIOR MET COAL INC | 93627C101 | COM | 220,682 | $12,044,784 | dollars as filed | |
| PEABODY ENGR CORP | 704551100 | COM | 533,817 | $11,092,717 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 131,700 | $11,073,570 | dollars as filed | |
| ARCHER DANIELS MIDLAND CO COM | 039483102 | Stock | 215,190 | $10,780,604 | dollars as filed | |
| HF SINCLAIR CORP COM | 403949100 | Stock | 274,158 | $9,447,492 | dollars as filed | |
| FERROGLOBE PLC | G33856108 | SHS | 2,482,895 | $9,385,343 | dollars as filed | |
| CNX RES CORP | 12653C908 | COM | 200,000 | $7,410,000 | dollars as filed | call |
| SABLE OFFSHORE CORP | 78574H104 | COM SHS | 300,000 | $7,089,000 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 26,374 | $6,346,376 | dollars as filed | |
| CLEVELAND-CLIFFS INC NEW COM | 185899101 | Stock | 590,300 | $5,521,932 | dollars as filed | |
| CONSOL ENERGY INC NEW | 20854L108 | COM | 47,341 | $5,016,252 | dollars as filed | |
| SPDR SER TR | 78468R556 | S&P OILGAS EXP | 37,464 | $4,893,922 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 130,100 | $4,833,215 | dollars as filed | |
| UNITED STATES STL CORP NEW | 912909108 | COM | 136,400 | $4,232,492 | dollars as filed | |
| CIVITAS RESOURCES INC COM NEW | 17888H103 | Stock | 90,600 | $4,042,572 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 31,500 | $3,767,085 | dollars as filed | |
| PATTERSON-UTI ENERGY INC | 703481101 | COM | 431,625 | $3,500,479 | dollars as filed | |
| IPERIONX LTD | 44916E100 | SPONSORED ADS | 939,088 | $3,477,566 | dollars as filed | |
| HUNTSMAN CORP | 447011107 | COM | 172,900 | $3,037,853 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 13,100 | $2,968,460 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 112,200 | $2,965,446 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 16,600 | $2,021,855 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 20,300 | $2,005,417 | dollars as filed | |
| PERMIAN RESOURCES CORP CLASS A COM | 71424F105 | Stock | 138,500 | $1,997,200 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 12,200 | $1,993,197 | dollars as filed | |
| WEATHERFORD INTL PLC ORD SHS | G48833118 | Stock | 27,800 | $1,931,266 | dollars as filed | |
| DARLING INGREDIENTS INC | 237266901 | COM | 50,000 | $1,650,000 | dollars as filed | call |
| COEUR MNG INC COM NEW | 192108504 | Stock | 280,000 | $1,570,800 | dollars as filed | |
| IRENLTDF | Q4982L109 | STOK | 139,000 | $1,381,660 | dollars as filed | |
| GREEN PLAINS INC | 393222104 | COM | 126,033 | $1,122,954 | dollars as filed | |
| NABORS INDUSTRIES LTD | G6359F137 | SHS | 20,000 | $1,085,000 | dollars as filed | |
| NPK INTERNATIONAL INC | 651718504 | COMMON STOCK | 110,700 | $824,715 | dollars as filed | |
| CVR ENERGY, INC. | 12662P108 | COM | 42,100 | $781,376 | dollars as filed | |
| SIGMA LITHIUM CORPORATION COM | 826599102 | Stock | 70,000 | $772,800 | dollars as filed | |
| ATLAS LITHIUM CORP | 105861306 | COM | 102,058 | $662,356 | dollars as filed | |
| APPLIED DIGITAL CORP COM NEW | 038169207 | Stock | 74,756 | $595,805 | dollars as filed | |
| IVERSIFIED ENERGY COMPANY P | G2891G204 | SHS NEW | 32,700 | $546,744 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 24,200 | $501,688 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 35,360 | $490,797 | dollars as filed | |
| PAR PAC HOLDINGS INC | 69888T207 | COM NEW | 23,468 | $377,835 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-25-000485 | this filing | 2025-02-14 | acceptance time not in the bulk data set |