13F-HR filed by Thomist Capital Management, LP
Thomist Capital Management, LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 57 holding rows worth $371,476,228.
- Accession
- 0001420506-26-001081
- Filer
- CIK 1767809
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 57 entries on the cover page, a total value of $371,476,228 stated on the cover page (in dollars after the unit check, H1), rows summing to $371,476,228 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 |
|---|---|---|---|---|---|---|
| HF SINCLAIR CORP COM | 403949100 | Stock | 566,090 | $35,318,355 | dollars as filed | |
| DARLING INGREDIENTS INC | 237266901 | COM | 450,000 | $27,832,500 | dollars as filed | call |
| CORE NATURAL RESOURCES INC | 218937100 | COM SHS | 224,799 | $23,543,199 | dollars as filed | |
| ARIS MINING CORPORATION | 04040Y109 | COM | 1,147,572 | $21,310,412 | dollars as filed | |
| CF INDUSTRIES HOLD | 125269950 | PUT | 150,000 | $19,476,000 | dollars as filed | put |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 105,300 | $18,954,000 | dollars as filed | |
| DELEK US HLDGS INC NEW COM | 24665A103 | Stock | 372,937 | $16,808,271 | dollars as filed | |
| SSR MINING IN | 784730103 | COM | 548,900 | $16,137,660 | dollars as filed | |
| EQUINOX GOLD CORP | 29446Y502 | COM | 890,919 | $12,882,689 | dollars as filed | |
| CONTROLADORA VUELA COMP DE A | 21240E105 | SPON ADR RP 10 | 1,539,094 | $11,143,041 | dollars as filed | |
| PERMIAN RESOURCES CORP CLASS A COM | 71424F105 | Stock | 511,346 | $10,901,897 | dollars as filed | |
| SOUTHWESTAIRLSCO | 844741108 | STOK | 288,001 | $10,820,198 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 17,000 | $10,158,350 | dollars as filed | |
| ROYAL GOLD INC | 780287108 | COM | 37,262 | $9,482,806 | dollars as filed | |
| FREEPORT MCMORAN INC | 35671D907 | CALL | 150,000 | $8,817,000 | dollars as filed | call |
| WESTLAKE CORPORATION | 960413102 | COM | 73,000 | $8,527,860 | dollars as filed | |
| BAYTEX ENERGY CORP COM | 07317Q105 | Stock | 1,885,306 | $8,427,318 | dollars as filed | |
| PEABODY ENGR CORP | 704551100 | COM | 231,553 | $7,629,671 | dollars as filed | |
| BUNGE GLOBAL SA | H11356904 | COM SHS | 51,100 | $6,499,920 | dollars as filed | call |
| EASTMAN CHEM CO COM | 277432100 | Stock | 84,700 | $6,464,304 | dollars as filed | |
| Rice Acquisition Corp 3 Unit 99/99/9999 | G7553X122 | Unit | 506,329 | $5,367,087 | dollars as filed | |
| SCORPIO TANKERS INC | Y7542C130 | SHS | 61,855 | $4,618,094 | dollars as filed | |
| FERROGLOBE PLC | G33856108 | SHS | 1,083,764 | $4,465,108 | dollars as filed | |
| DHT HOLDINGS INC | Y2065G121 | SHS NEW | 241,696 | $4,415,786 | dollars as filed | |
| HF SINCLAIR CORP | 403949900 | CALL | 70,000 | $4,367,300 | dollars as filed | call |
| OLIN CORP | 680665205 | COM PAR $1 | 134,000 | $3,983,820 | dollars as filed | |
| POLARIS INC COM | 731068102 | Stock | 68,785 | $3,748,783 | dollars as filed | |
| RYANAIR HOLDINGS PLC SPONSORED ADR | 783513203 | ADR | 54,980 | $3,177,844 | dollars as filed | |
| CAMPING WORLD HLDGS INC CL A | 13462K109 | Stock | 457,270 | $3,123,154 | dollars as filed | |
| BRP INC COM SUN VTG | 05577W200 | Stock | 40,085 | $2,878,504 | dollars as filed | |
| HARLEY DAVIDSON INC COM | 412822108 | Stock | 140,600 | $2,842,932 | dollars as filed | |
| PAR PAC HOLDINGS INC | 69888T207 | COM NEW | 44,750 | $2,803,140 | dollars as filed | |
| OKEANIS ECO TANKERS COR SHS | Y64177101 | Stock | 55,100 | $2,787,509 | dollars as filed | |
| VANECK ETF TRUST | 92189F906 | CALL | 30,000 | $2,753,100 | dollars as filed | call |
| FUTUREFUEL CORP | 36116M906 | COM | 700,000 | $2,695,000 | dollars as filed | call |
| KOSMOS ENERGY LTD | 500688106 | COM | 927,209 | $2,577,641 | dollars as filed | |
| OSISKO DEVELOPMENT CORP | 68828E809 | COM NEW | 790,000 | $2,567,500 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 8,100 | $2,298,456 | dollars as filed | |
| DELEK US HLDGS INC NEW | 24665A903 | COM | 50,000 | $2,253,500 | dollars as filed | call |
| NORDIC AMERICAN TANKERS LIMI | G65773106 | COM | 338,900 | $1,985,954 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 8,140 | $1,419,616 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 29,575 | $1,387,363 | dollars as filed | |
| SOLARIS RES INC | 83419D201 | COM NEW | 154,632 | $1,326,743 | dollars as filed | |
| RANGER ENERGY SERVICES CL A | 75282U104 | COMMON STOCK | 73,881 | $1,266,320 | dollars as filed | |
| B2GOLD CORP | 11777Q909 | COM | 250,100 | $1,132,953 | dollars as filed | call |
| ALASKA AIR GROUP INC COM | 011659109 | Stock | 28,430 | $1,045,655 | dollars as filed | |
| MP MATERIALS CORP | 553368901 | CALL | 20,000 | $965,200 | dollars as filed | call |
| EXPRO GROUP HOLDINGS NV | N3144W105 | COMMON STOCK | 54,600 | $950,586 | dollars as filed | |
| JETBLUE AIRWAYS CORP | 477143901 | CALL | 193,000 | $853,060 | dollars as filed | call |
| RIOT PLATFORMS INC | 767292105 | COM | 67,500 | $834,300 | dollars as filed | |
| Amplify Energy Corp | 03212B103 | COM | 130,842 | $816,454 | dollars as filed | |
| ADVANCED MICRO DEVICES INC CALL JUL 550 | 007903907 | CALL JUL 550 | 3,500 | $712,005 | dollars as filed | call |
| IRENLTDF | Q4982L109 | STOK | 20,500 | $702,740 | dollars as filed | |
| FUTUREFUEL CORP | 36116M106 | COMMON STOCK | 94,883 | $365,300 | dollars as filed | |
| FRONTIER GROUP HLDGS INC | 35909R908 | COM | 100,000 | $353,000 | dollars as filed | call |
| FERMI INC | 314911958 | PUT | 50,000 | $292,000 | dollars as filed | put |
| INFINITY NATURAL RESOUR CL A | 456941103 | COMMON STOCK | 11,770 | $207,270 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-001081 | this filing | 2026-05-15 | acceptance time not in the bulk data set |