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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 2025-06-30, filed 2025-08-13, with 43 holding rows worth $269,067,590.

Accession
0001420506-25-001916
Filer
CIK 1767809
Filed
2025-08-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 43 entries on the cover page, a total value of $269,067,590 stated on the cover page (in dollars after the unit check, H1), rows summing to $269,067,590 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
DELEK US HLDGS INC NEW COM24665A103Stock2,100,000$46,977,000dollars as filedcall
SEADRILL LIMITEDG7997W102COMMON STOCK1,273,094$33,176,830dollars as filed
PAR PAC HOLDINGS INC69888T207COM NEW704,300$22,100,934dollars as filedcall
RAMACO RES INC75134P600COM CL A735,100$14,959,285dollars as filedcall
COMMERCIAL METALS CO COM201723103Stock298,871$14,949,527dollars as filed
ALCOA CORP COM013872106Stock447,100$13,399,587dollars as filedcall
HUDBAY MINERALS INC COM443628102Stock1,268,513$13,395,497dollars as filed
DELEK US HLDGS INC NEW COM24665A103Stock615,907$13,051,069dollars as filed
RAMACO RES INC75134P600COM CL A905,747$11,050,113dollars as filed
ALCOA CORP COM013872106Stock260,437$7,414,641dollars as filed
TYSON FOODS INC CL A902494103Stock109,100$6,026,684dollars as filed
IPERIONX LTD44916E100SPONSORED ADS1,885,203$5,836,235dollars as filed
WESTLAKE CORPORATION960413102COM71,600$5,451,624dollars as filed
FERROGLOBE PLCG33856108SHS1,418,951$5,193,361dollars as filed
OLIN CORP680665205COM PAR $1252,331$5,155,122dollars as filed
PAR PAC HOLDINGS INC69888T207COM NEW192,131$5,110,685dollars as filed
SPDR GOLD TR78463V107GOLD SHS14,700$4,427,934dollars as filed
MATADOR RES CO COM576485205Stock88,952$4,289,265dollars as filed
CENTURY ALUM CO156431108COM221,746$4,002,515dollars as filed
DARLING INGREDIENTS INC COM237266101Stock98,059$3,738,009dollars as filed
CALUMET INC131428104COM200,000$3,188,000dollars as filedcall
TIMKEN CO887389104COM41,800$3,060,178dollars as filed
HF SINCLAIR CORP COM403949100Stock70,604$2,906,061dollars as filed
IAMGOLD CORP COM450913108Stock398,400$2,820,672dollars as filed
LIBERTY ENERGY INC53115L104COM CL A210,700$2,446,227dollars as filed
SIGMA LITHIUM CORPORATION COM826599102Stock433,914$2,004,683dollars as filed
OLIN CORP680665205COM PAR $1100,000$1,894,000dollars as filedcall
Vanguard S&P 500 ETF922908363COM2,812$1,594,263dollars as filed
INVESCO EXCHANGE TRADED FD T46137V720LEISU ENTMT ETF24,600$1,396,050dollars as filed
IRENLTDFQ4982L109STOK67,000$938,000dollars as filed
SM ENERGY COMPANY COM78454L100Stock37,100$931,210dollars as filed
RIOT PLATFORMS INC767292105COM82,200$867,210dollars as filed
SOUTHWESTAIRLSCO844741108STOK26,500$852,240dollars as filed
INNOVEX INTERNATIONAL INC457651107COM48,609$761,217dollars as filed
WINNEBAGO INDS INC974637100COM20,500$597,936dollars as filed
ALGOMA STL GROUP INC015658107COM100,000$535,000dollars as filedcall
Sun Country Airlines Holding866683105COM42,700$506,849dollars as filed
CAMPING WORLD HLDGS INC CL A13462K109Stock27,400$495,375dollars as filed
THOR INDS INC885160101COM5,400$484,488dollars as filed
BRP INC COM SUN VTG05577W200Stock7,400$357,414dollars as filed
POLARIS INC COM731068102Stock7,500$307,050dollars as filed
SPHERE ENTERTAINMENT CO CL A55826T102Stock5,000$212,350dollars as filed
SUNRUN INC86771W105COM20,000$205,200dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-25-001916this filing2025-08-13acceptance time not in the bulk data set