THOMIST CAPITAL MANAGEMENT, LP
Q2 2026 13F filing
Updated 27 days ago45 disclosed positions worth $314.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | D DAR DARLING INGREDIENTS INC | $30.9M | 566.1K | 9.83% | — |
| 2 | A ARIS ARIS MINING CORPORATION | $26.1M | 1.75M | 8.30% | — |
| 3 | D DHT DHT HOLDINGS INC | $23M | 1.39M | 7.30% | — |
| 4 | G GLW CORE NATURAL RESOURCES INC | $21.3M | 266.5K | 6.78% | — |
| 5 | G GPRE GREEN PLAINS INC | $19.5M | 1.27M | 6.21% | — |
| 6 | H HBM HUDBAY MINERALS INC | $17.3M | 734.2K | 5.50% | — |
| 7 | C CTTRF CONTROLADORA VUELA COMP DE A | $16.4M | 1.75M | 5.23% | — |
| 8 | P PPC PILGRIMS PRIDE CORP | $14.1M | 500.0K | 4.47% | — |
| 9 | F FRO FRONTLINE PLC | $12.9M | 369.7K | 4.09% | — |
| 10 | M MOS MOSAIC CO | $10.6M | 500.0K | 3.37% | — |
| 11 | ? N/A ISHARES TR | $10.5M | 35.0K | 3.34% | — |
| 12 | D DK DELEK US HLDGS INC NEW | $10.3M | 202.3K | 3.27% | — |
| 13 | B BTU PEABODY ENGR CORP | $9.8M | 422.4K | 3.10% | — |
| 14 | W WLK WESTLAKE CORPORATION | $7M | 96.2K | 2.23% | — |
| 15 | ? N/A VANECK ETF TRUST | $6.9M | 70.0K | 2.19% | — |
| 16 | D DINO HF SINCLAIR CORP | $6.8M | 97.1K | 2.15% | — |
| 17 | E ECO OKEANIS ECO TANKERS COR | $6.7M | 133.9K | 2.13% | — |
| 18 | I IAG IAMGOLD CORP | $6.4M | 404.4K | 2.04% | — |
| 19 | K KRSP-UN RICE ACQUISITION CORP 3 | $5.7M | 531.6K | 1.81% | — |
| 20 | P PPG PPG INDS INC | $5.5M | 45.1K | 1.74% | — |
| 21 | U UAL UNITED AIRLS HLDGS INC | $5M | 37.0K | 1.60% | — |
| 22 | T TGB TREKOR METALS LTD | $4.2M | 608.9K | 1.33% | — |
| 23 | M MTDR MATADOR RES CO | $4M | 80.2K | 1.27% | — |
| 24 | P PARR PAR PAC HOLDINGS INC | $3.7M | 66.1K | 1.18% | — |
| 25 | A AAL AMERICAN AIRLINES GROUP INC | $3.5M | 195.0K | 1.12% | — |
| 26 | H HMH HMH HLDG INC | $3M | 158.2K | 0.94% | — |
| 27 | G GSM FERROGLOBE PLC | $2.9M | 922.2K | 0.93% | — |
| 28 | C CC CHEMOURS CO | $2.9M | 142.9K | 0.93% | — |
| 29 | C CVI CVR ENERGY INC | $2.6M | 93.3K | 0.82% | — |
| 30 | H HUT HUT 8 CORP | $2.4M | 21.2K | 0.78% | — |
| 31 | R RYAOF RYANAIR HOLDINGS PLC | $2.2M | 34.4K | 0.71% | — |
| 32 | R RNGR RANGER ENERGY SVCS INC | $1.8M | 113.5K | 0.58% | — |
| 33 | ? N/A EAGLEROCK LD LLC | $1.5M | 70.0K | 0.47% | — |
| 34 | R RIOT RIOT PLATFORMS INC | $1M | 36.6K | 0.32% | — |
| 35 | S SLSR SOLARIS RES INC | $984K | 182.4K | 0.31% | — |
| 36 | M MU MICRON TECHNOLOGY INC | $958K | 830 | 0.30% | — |
| 37 | C CBRS CEREBRAS SYSTEMS INC | $663K | 3.0K | 0.21% | — |
| 38 | ? N/A ISHARES TR | $641K | 1.0K | 0.20% | — |
| 39 | G GLNDW GREENLAND ENERGY CO | $608K | 276.5K | 0.19% | — |
| 40 | C CBRS CEREBRAS SYSTEMS INC | $597K | 2.7K | 0.19% | — |
| 41 | K KEEL KEEL INFRASTRUCTURE CORP | $475K | 82.8K | 0.15% | — |
| 42 | B BTDR BITDEER TECHNOLOGIES GROUP | $455K | 28.7K | 0.14% | — |
| 43 | F FF FUTUREFUEL CORP | $338K | 74.7K | 0.11% | — |
| 44 | G GLNDW GREENLAND ENERGY CO | $225K | 265.0K | 0.07% | — |
| 45 | S SOC SABLE OFFSHORE CORP | $184K | 59.8K | 0.06% | — |