Go Pro
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel

Thomist Capital Management, Lp Top Holdings and 13F Report (2026)

About Thomist Capital Management, Lp

Investment Activity

  • Thomist Capital Management, Lp has $314.58 million in total holdings as of June 30, 2026.
  • Thomist Capital Management, Lp owns shares of 45 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 67.29% of the portfolio was purchased this quarter.
  • About 83.95% of the portfolio was sold this quarter.
  • This quarter, Thomist Capital Management, Lp has purchased 57 new stocks and bought additional shares in 11 stocks.
  • Thomist Capital Management, Lp sold shares of 7 stocks and completely divested from 39 stocks this quarter.

Largest Holdings

Darling Ingredients
$30,920,054
ARIS MINING CORPORATION
$26,110,705
DHT
$22,961,740
CORE NATURAL RESOURCES INC
$21,327,891
Green Plains
$19,542,013

Largest New Holdings this Quarter

237266101 - Darling Ingredients
$30,920,054 Holding
393222104 - Green Plains
$19,542,013 Holding
443628102 - HudBay Minerals
$17,311,505 Holding
72147K908 - PILGRIMS PRIDE CORP
$14,055,000 Holding
M46528101 - Frontline
$12,863,255 Holding

Largest Purchases this Quarter

Darling Ingredients
566,094 shares (about $30.92M)
Green Plains
1,270,612 shares (about $19.54M)
DHT
1,147,399 shares (about $18.97M)
HudBay Minerals
734,227 shares (about $17.31M)
PILGRIMS PRIDE CORP
500,000 shares (about $14.06M)

Largest Sales this Quarter

HF Sinclair
469,027 shares (about $32.67M)
Delek US
170,637 shares (about $8.67M)
Ryanair
20,610 shares (about $1.33M)
HUT 8 CORP
8,390 shares (about $968.58K)
Riot Platforms
30,900 shares (about $846.04K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofThomist Capital Management, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Darling Ingredients Inc. stock logo
DAR
Darling Ingredients
$30,920,054$30,920,054 ▲New Holding566,0949.8%Consumer Staples
ARIS MINING CORPORATION
$26,110,705$9,000,407 ▲52.6%1,751,2218.3%COM
DHT Holdings, Inc. stock logo
DHT
DHT
$22,961,740$18,966,505 ▲474.7%1,389,0957.3%Energy
CORE NATURAL RESOURCES INC
$21,327,891$3,339,475 ▲18.6%266,5326.8%COM SHS
Green Plains, Inc. stock logo
GPRE
Green Plains
$19,542,013$19,542,013 ▲New Holding1,270,6126.2%Energy
HudBay Minerals Inc stock logo
HBM
HudBay Minerals
$17,311,505$17,311,505 ▲New Holding734,2275.5%Materials
Controladora Vuela Compania de Aviacion, S.A.B. de C.V. stock logo
VLRS
Controladora Vuela Compania de Aviacion
$16,441,670$2,020,359 ▲14.0%1,754,7145.2%Industrials
PILGRIMS PRIDE CORP
$14,055,000$14,055,000 ▲New Holding500,0004.5%CALL
Frontline PLC stock logo
FRO
Frontline
$12,863,255$12,863,255 ▲New Holding369,7404.1%Energy
MOSAIC CO
$10,595,000$10,595,000 ▲New Holding500,0003.4%CALL
ISHARES TR
$10,515,750$10,515,750 ▲New Holding35,0003.3%PUT
Delek US Holdings, Inc. stock logo
DK
Delek US
$10,278,863$8,670,066 ▼-45.8%202,3003.3%Energy
Peabody Energy Corporation stock logo
BTU
Peabody Energy
$9,766,628$4,413,123 ▲82.4%422,4323.1%Energy
Westlake Corporation stock logo
WLK
Westlake
$7,022,600$1,693,600 ▲31.8%96,2002.2%Materials
VANECK ETF TRUST
$6,877,500$6,877,500 ▲New Holding70,0002.2%CALL
HF Sinclair Corporation stock logo
DINO
HF Sinclair
$6,760,438$32,667,731 ▼-82.9%97,0632.1%Energy
OKEANIS ECO TANKERS COR
$6,712,171$3,950,559 ▲143.1%133,9222.1%SHS
Iamgold Corporation stock logo
IAG
Iamgold
$6,405,094$6,405,094 ▲New Holding404,3622.0%Materials
RICE ACQUISITION CORP 3
$5,693,918$271,134 ▲5.0%531,6451.8%UNIT 99/99/9999
PPG Industries, Inc. stock logo
PPG
PPG Industries
$5,470,179$5,470,179 ▲New Holding45,1001.7%Materials
United Airlines Holdings Inc stock logo
UAL
United Airlines
$5,030,270$5,030,270 ▲New Holding36,9901.6%Industrials
TREKOR METALS LTD
$4,189,404$4,189,404 ▲New Holding608,9251.3%COM
Matador Resources Company stock logo
MTDR
Matador Resources
$3,992,356$3,992,356 ▲New Holding80,2001.3%Energy
Par Pacific Holdings, Inc. stock logo
PARR
Par Pacific
$3,704,645$1,195,065 ▲47.6%66,0601.2%Energy
American Airlines Group Inc. stock logo
AAL
American Airlines Group
$3,524,011$3,524,011 ▲New Holding195,0201.1%Industrials
HMH HLDG INC
$2,963,937$2,963,937 ▲New Holding158,1610.9%CL A
Ferroglobe PLC stock logo
GSM
Ferroglobe
$2,932,650$513,719 ▼-14.9%922,2170.9%Materials
The Chemours Company stock logo
CC
Chemours
$2,932,308$2,932,308 ▲New Holding142,9000.9%Materials
CVR Energy Inc. stock logo
CVI
CVR Energy
$2,570,198$2,570,198 ▲New Holding93,3260.8%Energy
HUT 8 CORP
$2,445,702$968,583 ▼-28.4%21,1850.8%COM
Ryanair Holdings PLC stock logo
RYAAY
Ryanair
$2,225,458$1,334,498 ▼-37.5%34,3700.7%Industrials
Ranger Energy Services, Inc. stock logo
RNGR
Ranger Energy Services
$1,816,495$633,660 ▲53.6%113,4600.6%Energy
EAGLEROCK LD LLC
$1,487,500$1,487,500 ▲New Holding70,0000.5%CL A SHS REP LTD
Riot Platforms, Inc. stock logo
RIOT
Riot Platforms
$1,002,108$846,042 ▼-45.8%36,6000.3%Technology
Solaris Resources Inc. stock logo
SLSSF
Solaris Resources
$983,701$149,573 ▲17.9%182,3600.3%Materials
Micron Technology, Inc. stock logo
MU
Micron Technology
$958,061$958,061 ▲New Holding8300.3%Technology
CEREBRAS SYSTEMS INC
$663,000$663,000 ▲New Holding3,0000.2%CALL
ISHARES TR
$640,760$640,760 ▲New Holding1,0000.2%PUT
GREENLAND ENERGY CO
$608,300$608,300 ▲New Holding276,5000.2%SHS
CEREBRAS SYSTEMS INC
$596,700$596,700 ▲New Holding2,7000.2%COM CL A
KEEL INFRASTRUCTURE CORP
$475,272$475,272 ▲New Holding82,8000.2%COM SHS
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
$455,469$455,469 ▲New Holding28,7000.1%Technology
FutureFuel Corp. stock logo
FF
FutureFuel
$337,766$91,105 ▼-21.2%74,7270.1%Energy
GREENLAND ENERGY CO
$225,250$225,250 ▲New Holding265,0000.1%*W EXP 04/21/203
SABLE OFFSHORE CORP
$184,166$184,166 ▲New Holding59,7940.1%COM SHS
DARLING INGREDIENTS INC
$0$27,832,500 ▼-100.0%00.0%CALL
CF INDUSTRIES HOLD
$0$19,476,000 ▼-100.0%00.0%PUT
Steel Dynamics, Inc. stock logo
STLD
Steel Dynamics
$0$18,954,000 ▼-100.0%00.0%Materials
Silver Standard Resources Inc. stock logo
SSRM
Silver Standard Resources
$0$16,137,660 ▼-100.0%00.0%Materials
Equinox Gold Corp. stock logo
EQX
Equinox Gold
$0$12,882,689 ▼-100.0%00.0%Materials
PERMIAN RESOURCES CORP
$0$10,901,897 ▼-100.0%00.0%CLASS A COM
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$0$10,820,198 ▼-100.0%00.0%Industrials
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$0$10,158,350 ▼-100.0%00.0%ETF
Royal Gold, Inc. stock logo
RGLD
Royal Gold
$0$9,482,806 ▼-100.0%00.0%Materials
FREEPORT MCMORAN INC
$0$8,817,000 ▼-100.0%00.0%CALL
Baytex Energy Corp stock logo
BTE
Baytex Energy
$0$8,427,318 ▼-100.0%00.0%Energy
BUNGE GLOBAL SA
$0$6,499,920 ▼-100.0%00.0%CALL
Eastman Chemical Company stock logo
EMN
Eastman Chemical
$0$6,464,304 ▼-100.0%00.0%Materials
Scorpio Tankers Inc. stock logo
STNG
Scorpio Tankers
$0$4,618,094 ▼-100.0%00.0%Energy
HF SINCLAIR CORP
$0$4,367,300 ▼-100.0%00.0%CALL
Olin Corporation stock logo
OLN
Olin
$0$3,983,820 ▼-100.0%00.0%Materials
Polaris Inc. stock logo
PII
Polaris
$0$3,748,783 ▼-100.0%00.0%Consumer Discretionary
Camping World stock logo
CWH
Camping World
$0$3,123,154 ▼-100.0%00.0%Consumer Discretionary
BRP Inc. stock logo
DOOO
BRP
$0$2,878,504 ▼-100.0%00.0%Consumer Discretionary
Harley-Davidson, Inc. stock logo
HOG
Harley-Davidson
$0$2,842,932 ▼-100.0%00.0%Consumer Discretionary
VANECK ETF TRUST
$0$2,753,100 ▼-100.0%00.0%CALL
FUTUREFUEL CORP
$0$2,695,000 ▼-100.0%00.0%CALL
Kosmos Energy Ltd. stock logo
KOS
Kosmos Energy
$0$2,577,641 ▼-100.0%00.0%Energy
OSISKO DEVELOPMENT CORP
$0$2,567,500 ▼-100.0%00.0%COM NEW
CHENIERE ENERGY INC
$0$2,298,456 ▼-100.0%00.0%COM NEW
DELEK US HLDGS INC NEW
$0$2,253,500 ▼-100.0%00.0%CALL
Nordic American Tankers Limited stock logo
NAT
Nordic American Tankers
$0$1,985,954 ▼-100.0%00.0%Energy
NVIDIA Corporation stock logo
NVDA
NVIDIA
$0$1,419,616 ▼-100.0%00.0%Technology
B2GOLD CORP
$0$1,132,953 ▼-100.0%00.0%CALL
Alaska Air Group, Inc. stock logo
ALK
Alaska Air Group
$0$1,045,655 ▼-100.0%00.0%Industrials
MP MATERIALS CORP
$0$965,200 ▼-100.0%00.0%CALL
Expro Group Holdings N.V. stock logo
XPRO
Expro Group
$0$950,586 ▼-100.0%00.0%Energy
JETBLUE AIRWAYS CORP
$0$853,060 ▼-100.0%00.0%CALL
Amplify Energy Corp. stock logo
AMPY
Amplify Energy
$0$816,454 ▼-100.0%00.0%Energy
ADVANCED MICRO DEVICES INC
$0$712,005 ▼-100.0%00.0%CALL
IREN Limited stock logo
IREN
IREN
$0$702,740 ▼-100.0%00.0%Technology
FRONTIER GROUP HLDGS INC
$0$353,000 ▼-100.0%00.0%CALL
FERMI INC
$0$292,000 ▼-100.0%00.0%PUT
INFINITY NAT RES INC
$0$207,270 ▼-100.0%00.0%COM CL A

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data