Thomist Capital Management, LP: CENX position timeline

Thomist Capital Management, LP held 0 CENX shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -100,000 shares

   13F-HR 0001420506-26-001081 filed by Thomist Capital Management, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 100,000 shares

   Change vs previous 13F +16,009 shares

   1.08% of the 13F portfolio, value $3,969,000.

   13F-HR 0001420506-26-000336 filed by Thomist Capital Management, LP
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 83,991 shares

   Change vs previous 13F -137,755 shares

   0.77% of the 13F portfolio, value $2,468,915.

   13F-HR 0001420506-25-003334 filed by Thomist Capital Management, LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 221,746 shares

   Change vs previous 13F +184,100 shares

   2.41% of the 13F portfolio, value $4,002,515.

   13F-HR 0001420506-25-001916 filed by Thomist Capital Management, LP
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 37,646 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $698,710.

   13F-HR 0001420506-25-001091 filed by Thomist Capital Management, LP
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).