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Thomist Capital Management, LP

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13F filer, CIK 1767809, Houston, TX

Thomist Capital Management, LP reported $314,577,461 across 45 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 69.14% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-001760

Period
2026-06-30
Reported value
$315M
Holdings
45
Top 10 weight
69.14%
New
27
Sold out
39

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DARnew+566,094$30.9M
GPREnew+1,270,612$19.5M
DHTadded+1,147,399$19M
HBMnew+734,227$17.3M
FROnew+369,740$12.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DINOreduced-469,027-$32.7M
STLDexited-105,300-$19M
SSRMexited-548,900-$16.1M
EQXexited-890,919-$12.9M
PRexited-511,346-$10.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001420506-26-001760, largest first. % of portfolio is the value over $271,230,451, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,300 shares; 2024Q4: 520,354 shares; 2025Q1: 290,600 shares; 2025Q2: 98,059 shares; 2025Q3: 667,347 shares; 2025Q4: 360,803 shares; 2026Q1: not reported; 2026Q2: 566,094 shares 566,094$30.9M11.4%newTimeline
ARISARIS MINING CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,018,106 shares; 2025Q4: not reported; 2026Q1: 1,147,572 shares; 2026Q2: 1,751,221 shares 1,751,221$26.1M9.63%+603,649Timeline
DHTDHT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 241,696 shares; 2026Q2: 1,389,095 shares 1,389,095$23M8.47%+1,147,399Timeline
CNRCORE NATURAL RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 83,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234,000 shares; 2026Q1: 224,799 shares; 2026Q2: 266,532 shares 266,532$21.3M7.86%+41,733Timeline
GPREGREEN PLAINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,400 shares; 2024Q4: 126,033 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103,800 shares; 2025Q4: 747,192 shares; 2026Q1: not reported; 2026Q2: 1,270,612 shares 1,270,612$19.5M7.2%newTimeline
HBMHUDBAY MINERALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,684,700 shares; 2025Q2: 1,268,513 shares; 2025Q3: not reported; 2025Q4: 599,600 shares; 2026Q1: not reported; 2026Q2: 734,227 shares 734,227$17.3M6.38%newTimeline
VLRSCONTROLADORA VUELA COMP DE AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 972,195 shares; 2025Q4: 1,009,652 shares; 2026Q1: 1,539,094 shares; 2026Q2: 1,754,714 shares 1,754,714$16.4M6.06%+215,620Timeline
FROFRONTLINE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 369,740 shares 369,740$12.9M4.74%newTimeline
DKDELEK US HLDGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 615,907 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 372,937 shares; 2026Q2: 202,300 shares 202,300$10.3M3.79%-170,637Timeline
BTUPEABODY ENGR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,394,172 shares; 2024Q4: 533,817 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 247,600 shares; 2025Q4: not reported; 2026Q1: 231,553 shares; 2026Q2: 422,432 shares 422,432$9.77M3.6%+190,879Timeline
WLKWESTLAKE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,800 shares; 2024Q4: not reported; 2025Q1: 46,100 shares; 2025Q2: 71,600 shares; 2025Q3: 46,200 shares; 2025Q4: 111,900 shares; 2026Q1: 73,000 shares; 2026Q2: 96,200 shares 96,200$7.02M2.59%+23,200Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,500 shares; 2024Q4: 274,158 shares; 2025Q1: 548,434 shares; 2025Q2: 70,604 shares; 2025Q3: 312,400 shares; 2025Q4: 308,082 shares; 2026Q1: 566,090 shares; 2026Q2: 97,063 shares 97,063$6.76M2.49%-469,027Timeline
ECOOKEANIS ECO TANKERS CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,100 shares; 2026Q2: 133,922 shares 133,922$6.71M2.47%+78,822Timeline
IAGIAMGOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 398,400 shares; 2025Q3: 1,050,227 shares; 2025Q4: 493,625 shares; 2026Q1: not reported; 2026Q2: 404,362 shares 404,362$6.41M2.36%newTimeline
KRSPURICE ACQUISITION CORP 3Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,000 shares; 2026Q1: 506,329 shares; 2026Q2: 531,645 shares 531,645$5.69M2.1%+25,316Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,100 shares 45,100$5.47M2.02%newTimeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,710 shares; 2026Q1: not reported; 2026Q2: 36,990 shares 36,990$5.03M1.85%newTimeline
TGBTREKOR METALS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 608,925 shares 608,925$4.19M1.54%newTimeline
MTDRMATADOR RES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,952 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,200 shares 80,200$3.99M1.47%newTimeline
PARRPAR PAC HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316,248 shares; 2024Q4: 23,468 shares; 2025Q1: 111,789 shares; 2025Q2: 192,131 shares; 2025Q3: 54,200 shares; 2025Q4: 8,423 shares; 2026Q1: 44,750 shares; 2026Q2: 66,060 shares 66,060$3.7M1.37%+21,310Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,580 shares; 2026Q1: not reported; 2026Q2: 195,020 shares 195,020$3.52M1.3%newTimeline
HMHHMH HLDG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 158,161 shares 158,161$2.96M1.09%newTimeline
GSMFERROGLOBE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,319,870 shares; 2024Q4: 2,482,895 shares; 2025Q1: 1,999,768 shares; 2025Q2: 1,418,951 shares; 2025Q3: 1,494,911 shares; 2025Q4: 1,450,407 shares; 2026Q1: 1,083,764 shares; 2026Q2: 922,217 shares 922,217$2.93M1.08%-161,547Timeline
CCCHEMOURS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 245,400 shares; 2026Q1: not reported; 2026Q2: 142,900 shares 142,900$2.93M1.08%newTimeline
CVICVR ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 199,200 shares; 2026Q1: not reported; 2026Q2: 93,326 shares 93,326$2.57M0.95%newTimeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,600 shares; 2026Q1: 29,575 shares; 2026Q2: 21,185 shares 21,185$2.45M0.9%-8,390Timeline
RYAAYRYANAIR HOLDINGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,070 shares; 2025Q4: not reported; 2026Q1: 54,980 shares; 2026Q2: 34,370 shares 34,370$2.23M0.82%-20,610Timeline
RNGRRANGER ENERGY SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,881 shares; 2026Q2: 113,460 shares 113,460$1.82M0.67%+39,579Timeline
EROKEAGLEROCK LD LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,000 shares 70,000$1.49M0.55%newTimeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,500 shares; 2026Q2: 36,600 shares 36,600$1M0.37%-30,900Timeline
SLSRSOLARIS RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,800 shares; 2025Q4: not reported; 2026Q1: 154,632 shares; 2026Q2: 182,360 shares 182,360$984K0.36%+27,728Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 830 shares 830$958K0.35%newTimeline
GLNDGREENLAND ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 276,500 shares 276,500$608K0.22%newTimeline
CBRSCEREBRAS SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,700 shares 2,700$597K0.22%newTimeline
KEELKEEL INFRASTRUCTURE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 82,800 shares 82,800$475K0.18%newTimeline
BTDRBITDEER TECHNOLOGIES GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,700 shares 28,700$455K0.17%newTimeline
FFFUTUREFUEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,883 shares; 2026Q2: 74,727 shares 74,727$338K0.12%-20,156Timeline
GLNDWGREENLAND ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 265,000 shares 265,000$225K0.08%newTimeline
SOCSABLE OFFSHORE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,000 shares; 2024Q4: 300,000 shares; 2025Q1: 591,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,818,181 shares; 2026Q1: not reported; 2026Q2: 59,794 shares 59,794$184K0.07%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
PILGRIMS PRIDE CORPPILGRIMS PRIDE CORP CALLcall500,000$14.1Mnew
MOSAIC COMOSAIC CO CALLcall500,000$10.6Mnew
ISHARES TRISHARES TR PUTput35,000$10.5Mnew
VANECK ETF TRUSTVANECK ETF TRUST CALLcall70,000$6.88Mnew
CEREBRAS SYSTEMS INCCEREBRAS SYSTEMS INC CALLcall3,000$663Knew
ISHARES TRISHARES TR PUTput1,000$641Knew

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DARLING INGREDIENTS INCDARLING INGREDIENTS INC450,000$27.8Mcall
CF INDUSTRIES HOLDCF INDUSTRIES HOLD150,000$19.5Mput
STLDSTEEL DYNAMICS INC105,300$19Mshares
SSRMSSR MINING IN548,900$16.1Mshares
EQXEQUINOX GOLD CORP890,919$12.9Mshares
PRPERMIAN RESOURCES CORP511,346$10.9Mshares
LUVSOUTHWEST AIRLS CO288,001$10.8Mshares
VOOVANGUARD INDEX FDS17,000$10.2Mshares
RGLDROYAL GOLD INC37,262$9.48Mshares
FREEPORT MCMORAN INCFREEPORT MCMORAN INC150,000$8.82Mcall
BTEBAYTEX ENERGY CORP1,885,306$8.43Mshares
BUNGE GLOBAL SABUNGE GLOBAL SA51,100$6.5Mcall
EMNEASTMAN CHEM CO84,700$6.46Mshares
STNGSCORPIO TANKERS INC61,855$4.62Mshares
HF SINCLAIR CORPHF SINCLAIR CORP70,000$4.37Mcall
OLNOLIN CORP134,000$3.98Mshares
PIIPOLARIS INC68,785$3.75Mshares
CWHCAMPING WORLD HLDGS INC457,270$3.12Mshares
DOOBRP INC40,085$2.88Mshares
HOGHARLEY DAVIDSON INC140,600$2.84Mshares
VANECK ETF TRUSTVANECK ETF TRUST30,000$2.75Mcall
FUTUREFUEL CORPFUTUREFUEL CORP700,000$2.69Mcall
KOSKOSMOS ENERGY LTD927,209$2.58Mshares
ODVOSISKO DEVELOPMENT CORP790,000$2.57Mshares
LNGCHENIERE ENERGY INC8,100$2.3Mshares
DELEK US HLDGS INC NEWDELEK US HLDGS INC NEW50,000$2.25Mcall
NATNORDIC AMERICAN TANKERS LIMI338,900$1.99Mshares
NVDANVIDIA CORPORATION8,140$1.42Mshares
B2GOLD CORPB2GOLD CORP250,100$1.13Mcall
ALKALASKA AIR GROUP INC28,430$1.05Mshares
MP MATERIALS CORPMP MATERIALS CORP20,000$965Kcall
XPROEXPRO GROUP HOLDINGS NV54,600$951Kshares
JETBLUE AIRWAYS CORPJETBLUE AIRWAYS CORP193,000$853Kcall
AMPYAMPLIFY ENERGY CORP NEW130,842$816Kshares
ADVANCED MICRO DEVICES INCADVANCED MICRO DEVICES INC3,500$712Kcall
IRENIREN LIMITED20,500$703Kshares
FRONTIER GROUP HLDGS INCFRONTIER GROUP HLDGS INC100,000$353Kcall
FERMI INCFERMI INC50,000$292Kput
INRINFINITY NAT RES INC11,770$207Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-26-001760 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001420506-26-001760 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001420506-26-001081 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001420506-26-000336 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001420506-25-003334 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001420506-25-001916 Quarter ended 2025-06-302025-08-13acceptance time not in the bulk data set
13F-HR 0001420506-25-001091 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0001420506-25-000485 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001420506-24-002475 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001420506-24-001350 Quarter ended 2024-06-302024-08-12acceptance time not in the bulk data set
13F-HR 0001420506-24-000662 Quarter ended 2024-03-312024-04-30acceptance time not in the bulk data set
13F-HR 0001420506-24-000449 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001420506-23-002150 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001420506-23-001461 Quarter ended 2023-06-302023-08-11acceptance time not in the bulk data set
13F-HR 0001420506-23-001061 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001420506-23-000306 Quarter ended 2022-12-312023-02-09acceptance time not in the bulk data set
13F-HR 0001420506-22-001892 Quarter ended 2022-09-302022-10-21acceptance time not in the bulk data set
13F-HR 0001420506-22-001585 Quarter ended 2022-06-302022-08-12acceptance time not in the bulk data set
13F-HR 0001420506-22-000862 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0001420506-22-000268 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set