13F-HR filed by Thomist Capital Management, LP
Thomist Capital Management, LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 45 holding rows worth $314,577,461.
- Accession
- 0001420506-26-001760
- Filer
- CIK 1767809
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 45 entries on the cover page, a total value of $314,577,461 stated on the cover page (in dollars after the unit check, H1), rows summing to $314,577,461 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 |
|---|---|---|---|---|---|---|
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 566,094 | $30,920,054 | dollars as filed | |
| ARIS MINING CORPORATION | 04040Y109 | COM | 1,751,221 | $26,110,705 | dollars as filed | |
| DHT HOLDINGS INC | Y2065G121 | SHS NEW | 1,389,095 | $22,961,740 | dollars as filed | |
| CORE NATURAL RESOURCES INC | 218937100 | COM SHS | 266,532 | $21,327,891 | dollars as filed | |
| GREEN PLAINS INC | 393222104 | COM | 1,270,612 | $19,542,013 | dollars as filed | |
| HUDBAY MINERALS INC COM | 443628102 | Stock | 734,227 | $17,311,505 | dollars as filed | |
| CONTROLADORA VUELA COMP DE A | 21240E105 | SPON ADR RP 10 | 1,754,714 | $16,441,670 | dollars as filed | |
| PILGRIMS PRIDE CORP | 72147K908 | CALL | 500,000 | $14,055,000 | dollars as filed | call |
| FRONTLINE PLC COM | M46528101 | Stock | 369,740 | $12,863,255 | dollars as filed | |
| MOSAIC CO | 61945C903 | CALL | 500,000 | $10,595,000 | dollars as filed | call |
| ISHARES TR | 464287955 | PUT | 35,000 | $10,515,750 | dollars as filed | put |
| DELEK US HLDGS INC NEW COM | 24665A103 | Stock | 202,300 | $10,278,863 | dollars as filed | |
| PEABODY ENGR CORP | 704551100 | COM | 422,432 | $9,766,628 | dollars as filed | |
| WESTLAKE CORPORATION | 960413102 | COM | 96,200 | $7,022,600 | dollars as filed | |
| VANECK ETF TRUST | 92189F901 | CALL | 70,000 | $6,877,500 | dollars as filed | call |
| HF SINCLAIR CORP COM | 403949100 | Stock | 97,063 | $6,760,438 | dollars as filed | |
| OKEANIS ECO TANKERS COR SHS | Y64177101 | Stock | 133,922 | $6,712,171 | dollars as filed | |
| IAMGOLD CORP COM | 450913108 | Stock | 404,362 | $6,405,094 | dollars as filed | |
| Rice Acquisition Corp 3 Unit 99/99/9999 | G7553X122 | Unit | 531,645 | $5,693,918 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 45,100 | $5,470,179 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 36,990 | $5,030,270 | dollars as filed | |
| TREKOR METALS LTD COM | 89472Y107 | Stock | 608,925 | $4,189,404 | dollars as filed | |
| MATADOR RES CO COM | 576485205 | Stock | 80,200 | $3,992,356 | dollars as filed | |
| PAR PAC HOLDINGS INC | 69888T207 | COM NEW | 66,060 | $3,704,645 | dollars as filed | |
| AMERICAN AIRLINES GROUP INC COM | 02376R102 | Stock | 195,020 | $3,524,011 | dollars as filed | |
| HMH HOLDING INC CL A | 40445M100 | COMMON STOCK | 158,161 | $2,963,937 | dollars as filed | |
| FERROGLOBE PLC | G33856108 | SHS | 922,217 | $2,932,650 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 142,900 | $2,932,308 | dollars as filed | |
| CVR ENERGY, INC. | 12662P108 | COM | 93,326 | $2,570,198 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 21,185 | $2,445,702 | dollars as filed | |
| RYANAIR HOLDINGS PLC SPONSORED ADR | 783513203 | ADR | 34,370 | $2,225,458 | dollars as filed | |
| RANGER ENERGY SERVICES CL A | 75282U104 | COMMON STOCK | 113,460 | $1,816,495 | dollars as filed | |
| EAGLEROCK LAND LLC -CL A | 27005A105 | Common Stock | 70,000 | $1,487,500 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 36,600 | $1,002,108 | dollars as filed | |
| SOLARIS RES INC | 83419D201 | COM NEW | 182,360 | $983,701 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 830 | $958,061 | dollars as filed | |
| CEREBRAS SYSTEMS INC | 15675D903 | CALL | 3,000 | $663,000 | dollars as filed | call |
| ISHARES TR | 464287953 | PUT | 1,000 | $640,760 | dollars as filed | put |
| Greenland Energy Co Shs | 70580B106 | Common Stock | 276,500 | $608,300 | dollars as filed | |
| CEREBRAS SYSTEMS INC COM CL A | 15675D103 | Stock | 2,700 | $596,700 | dollars as filed | |
| KEEL INFRASTRUCTURE CORP | 486917107 | COMMON STOCK | 82,800 | $475,272 | dollars as filed | |
| BITDEER TECHNOLOGIES GROUP CL A ORD SHS | G11448100 | Stock | 28,700 | $455,469 | dollars as filed | |
| FUTUREFUEL CORP | 36116M106 | COMMON STOCK | 74,727 | $337,766 | dollars as filed | |
| Greenland Energy Co W Exp 04/21/203 | 70580B114 | SPAC Combination | 265,000 | $225,250 | dollars as filed | |
| SABLE OFFSHORE CORP | 78574H104 | COM SHS | 59,794 | $184,166 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-001760 | this filing | 2026-08-14 | acceptance time not in the bulk data set |