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Disclosery

Thomist Capital Management, LP: GSM position timeline

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

Thomist Capital Management, LP held 922,217 GSM 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 922,217 shares
    Change vs previous 13F -161,547 shares

    1.08% of the 13F portfolio, value $2,932,650.

    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 1,083,764 shares
    Change vs previous 13F -366,643 shares

    1.53% of the 13F portfolio, value $4,465,108.

    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 1,450,407 shares
    Change vs previous 13F -44,504 shares

    1.83% of the 13F portfolio, value $6,700,880.

    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 ended2025-09-30
    13F 1,494,911 shares
    Change vs previous 13F +75,960 shares

    2.03% of the 13F portfolio, value $6,502,863.

    13F-HR 0001420506-25-003334 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).

  5. period ended2025-06-30
    13F 1,418,951 shares
    Change vs previous 13F -580,817 shares

    3.13% of the 13F portfolio, value $5,193,361.

    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).

  6. period ended2025-03-31
    13F 1,999,768 shares
    Change vs previous 13F -483,127 shares

    3.06% of the 13F portfolio, value $7,279,156.

    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).

  7. period ended2024-12-31
    13F 2,482,895 shares
    Change vs previous 13F -836,975 shares

    3.02% of the 13F portfolio, value $9,385,343.

    13F-HR 0001420506-25-000485 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).

  8. period ended2024-09-30
    13F 3,319,870 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $15,205,005.

    13F-HR 0001420506-24-002475 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).