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Disclosery

Thomist Capital Management, LP: CNR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thomist Capital Management, LP on CNR, newest first. How the timeline and the estimate are built.

Thomist Capital Management, LP held 266,532 CNR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,532 shares
    Change vs previous 13F +41,733 shares

    7.86% of the 13F portfolio, value $21,327,891.

    13F-HR 0001420506-26-001760 filed by Thomist Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 224,799 shares
    Change vs previous 13F -9,201 shares

    8.05% of the 13F portfolio, value $23,543,199.

    13F-HR 0001420506-26-001081 filed by Thomist Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 234,000 shares
    Change vs previous 13F +234,000 shares

    5.66% of the 13F portfolio, value $20,739,420.

    13F-HR 0001420506-26-000336 filed by Thomist Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -83,500 shares

    13F-HR 0001420506-25-001916 filed by Thomist Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

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

  5. period ended2025-03-31
    13F 83,500 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $6,437,015.

    13F-HR 0001420506-25-001091 filed by Thomist Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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