What Thomist Capital Management, LP reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1767809 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 1.8M |
| +52.6% |
| $26.1M |
| 8.3% |
DHTDHT Holdings, Inc. | 1.4M | +474.7% | $23M | 7.3% |
CNRCore Natural Resources, Inc. | 266.5K | +18.6% | $21.3M | 6.8% |
GPREGreen Plains Inc. | 1.3M | New | $19.5M | 6.2% |
HBMHudbay Minerals Inc. | 734.2K | New | $17.3M | 5.5% |
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | 1.8M | +14.0% | $16.4M | 5.2% |
PILGRIMS PRIDE CORPCALLCall option | 500K | New | $14.1M | 4.5% |
FROFrontline plc | 369.7K | New | $12.9M | 4.1% |
MOSAIC COCALLCall option | 500K | New | $10.6M | 3.4% |
ISHARES TRPUTPut option | 35K | New | $10.5M | 3.3% |
DKDelek US Holdings, Inc. | 202.3K | −45.8% | $10.3M | 3.3% |
BTUPeabody Energy Corp | 422.4K | +82.4% | $9.8M | 3.1% |
WLKWestlake Corp | 96.2K | +31.8% | $7M | 2.2% |
VANECK ETF TRUSTCALLCall option | 70K | New | $6.9M | 2.2% |
DINOHF Sinclair Corp | 97.1K | −82.9% | $6.8M | 2.1% |
ECOOkeanis Eco Tankers Corp. | 133.9K | +143.1% | $6.7M | 2.1% |
IAGIamgold Corp | 404.4K | New | $6.4M | 2% |
RICE ACQUISITION CORP 3UNIT 99/99/9999 | 531.6K | +5.0% | $5.7M | 1.8% |
PPGPPG Industries Inc | 45.1K | New | $5.5M | 1.7% |
UALUnited Airlines Holdings, Inc. | 37K | New | $5M | 1.6% |
TGBTrekor Metals Ltd | 608.9K | New | $4.2M | 1.3% |
MTDRMatador Resources Co | 80.2K | New | $4M | 1.3% |
PARRPAR Pacific Holdings, Inc. | 66.1K | +47.6% | $3.7M | 1.2% |
AALAmerican Airlines Group Inc. | 195K | New | $3.5M | 1.1% |
HMHHMH Holding Inc | 158.2K | New | $3M | 0.9% |
GSMFerroglobe PLC | 922.2K | −14.9% | $2.9M | 0.9% |
CCChemours Co | 142.9K | New | $2.9M | 0.9% |
CVICVR Energy Inc | 93.3K | New | $2.6M | 0.8% |
HUTHut 8 Corp. | 21.2K | −28.4% | $2.4M | 0.8% |
RYAAYRyanair Holdings PLC | 34.4K | −37.5% | $2.2M | 0.7% |
RNGRRanger Energy Services, Inc. | 113.5K | +53.6% | $1.8M | 0.6% |
EROKEagleRock Land, LLC | 70K | New | $1.5M | 0.5% |
RIOTRiot Platforms, Inc. | 36.6K | −45.8% | $1M | 0.3% |
SLSRSolaris Resources Inc. | 182.4K | +17.9% | $983.7K | 0.3% |
MUMicron Technology Inc | 830 | New | $958.1K | 0.3% |
CEREBRAS SYSTEMS INCCALLCall option | 3K | New | $663K | 0.2% |
ISHARES TRPUTPut option | 1K | New | $640.8K | 0.2% |
GLNDGreenland Energy Co | 276.5K | New | $608.3K | 0.2% |
CBRSCerebras Systems Inc. | 2.7K | New | $596.7K | 0.2% |
KEELKeel Infrastructure Corp. | 82.8K | New | $475.3K | 0.2% |
BTDRBitdeer Technologies Group | 28.7K | New | $455.5K | 0.1% |
FFFutureFuel Corp. | 74.7K | −21.2% | $337.8K | 0.1% |
GLNDWGreenland Energy Co | 265K | New | $225.3K | 0.1% |
SOCSable Offshore Corp. | 59.8K | New | $184.2K | 0.1% |
