Thomist Capital Management, Lp Top Holdings and 13F Report (2026) About Thomist Capital Management, LpInvestment ActivityThomist Capital Management, Lp has $371.48 million in total holdings as of March 31, 2026.Thomist Capital Management, Lp owns shares of 57 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 75.76% of the portfolio was purchased this quarter.About 108.92% of the portfolio was sold this quarter.This quarter, Thomist Capital Management, Lp has purchased 65 new stocks and bought additional shares in 8 stocks.Thomist Capital Management, Lp sold shares of 8 stocks and completely divested from 49 stocks this quarter.Largest Holdings HF Sinclair $35,318,355DARLING INGREDIENTS INC $27,832,500CORE NATURAL RESOURCES INC $23,543,199ARIS MINING CORPORATION $21,310,412CF INDUSTRIES HOLD $19,476,000 Largest New Holdings this Quarter 237266901 - DARLING INGREDIENTS INC $27,832,500 Holding04040Y109 - ARIS MINING CORPORATION $21,310,412 Holding125269950 - CF INDUSTRIES HOLD $19,476,000 Holding858119100 - Steel Dynamics $18,954,000 Holding24665A103 - Delek US $16,808,271 Holding Largest Purchases this Quarter DARLING INGREDIENTS INC 450,000 shares (about $27.83M)ARIS MINING CORPORATION 1,147,572 shares (about $21.31M)CF INDUSTRIES HOLD 150,000 shares (about $19.48M)Steel Dynamics 105,300 shares (about $18.95M)Delek US 372,937 shares (about $16.81M) Largest Sales this Quarter Amplify Energy 3,016,288 shares (about $18.82M)Olin 371,833 shares (about $11.05M)ADVANCED MICRO DEVICES INC 26,500 shares (about $5.39M)Baytex Energy 1,095,392 shares (about $4.90M)Westlake 38,900 shares (about $4.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofThomist Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDINOHF Sinclair$35,318,355$16,097,119 â–²83.7%566,0909.5%EnergyDARLING INGREDIENTS INC$27,832,500$27,832,500 â–²New Holding450,0007.5%CALLCORE NATURAL RESOURCES INC$23,543,199$963,621 â–¼-3.9%224,7996.3%COM SHSARIS MINING CORPORATION$21,310,412$21,310,412 â–²New Holding1,147,5725.7%COMCF INDUSTRIES HOLD$19,476,000$19,476,000 â–²New Holding150,0005.2%PUTSTLDSteel Dynamics$18,954,000$18,954,000 â–²New Holding105,3005.1%Basic MaterialsDKDelek US$16,808,271$16,808,271 â–²New Holding372,9374.5%EnergySSRMSilver Standard Resources$16,137,660$16,137,660 â–²New Holding548,9004.3%Basic MaterialsEQXEquinox Gold$12,882,689$12,882,689 â–²New Holding890,9193.5%Basic MaterialsVLRSControladora Vuela Compania de Aviacion$11,143,041$3,833,160 â–²52.4%1,539,0943.0%TransportationPERMIAN RESOURCES CORP$10,901,897$10,901,897 â–²New Holding511,3462.9%CLASS A COMLUVSouthwest Airlines$10,820,198$6,955,748 â–²180.0%288,0012.9%TransportationVOOVanguard S&P 500 ETF$10,158,350$10,158,350 â–²New Holding17,0002.7%ETFRGLDRoyal Gold$9,482,806$9,482,806 â–²New Holding37,2622.6%Basic MaterialsFREEPORT MCMORAN INC$8,817,000$8,817,000 â–²New Holding150,0002.4%CALLWLKWestlake$8,527,860$4,544,298 â–¼-34.8%73,0002.3%Basic MaterialsBTEBaytex Energy$8,427,318$4,896,402 â–¼-36.7%1,885,3062.3%EnergyBTUPeabody Energy$7,629,671$7,629,671 â–²New Holding231,5532.1%EnergyBUNGE GLOBAL SA$6,499,920$6,499,920 â–²New Holding51,1001.7%CALLEMNEastman Chemical$6,464,304$6,464,304 â–²New Holding84,7001.7%Basic MaterialsRICE ACQUISITION CORP 3$5,367,087$67,087 â–²1.3%506,3291.4%UNIT 99/99/9999STNGScorpio Tankers$4,618,094$4,618,094 â–²New Holding61,8551.2%TransportationGSMFerroglobe$4,465,108$1,510,569 â–¼-25.3%1,083,7641.2%Basic MaterialsDHTDHT$4,415,786$4,415,786 â–²New Holding241,6961.2%TransportationHF SINCLAIR CORP$4,367,300$4,367,300 â–²New Holding70,0001.2%CALLOLNOlin$3,983,820$11,054,595 â–¼-73.5%134,0001.1%Basic MaterialsPIIPolaris$3,748,783$2,383,667 â–²174.6%68,7851.0%Auto/Tires/TrucksRYAAYRyanair$3,177,844$3,177,844 â–²New Holding54,9800.9%TransportationCWHCamping World$3,123,154$2,003,171 â–²178.9%457,2700.8%Auto/Tires/TrucksDOOOBRP$2,878,504$2,878,504 â–²New Holding40,0850.8%Auto/Tires/TrucksHOGHarley-Davidson$2,842,932$2,842,932 â–²New Holding140,6000.8%Auto/Tires/TrucksPARRPar Pacific$2,803,140$2,275,523 â–²431.3%44,7500.8%EnergyOKEANIS ECO TANKERS COR$2,787,509$2,787,509 â–²New Holding55,1000.8%SHSVANECK ETF TRUST$2,753,100$2,753,100 â–²New Holding30,0000.7%CALLFUTUREFUEL CORP$2,695,000$2,695,000 â–²New Holding700,0000.7%CALLKOSKosmos Energy$2,577,641$2,577,641 â–²New Holding927,2090.7%EnergyODVOsisko Development$2,567,500$2,567,500 â–²New Holding790,0000.7%Basic MaterialsCHENIERE ENERGY INC$2,298,456$2,298,456 â–²New Holding8,1000.6%COM NEWDELEK US HLDGS INC NEW$2,253,500$2,253,500 â–²New Holding50,0000.6%CALLNATNordic American Tankers$1,985,954$1,985,954 â–²New Holding338,9000.5%TransportationNVDANVIDIA$1,419,616$1,419,616 â–²New Holding8,1400.4%Computer and TechnologyHUT 8 CORP$1,387,363$749,387 â–²117.5%29,5750.4%COMSLSSFSolaris Resources$1,326,743$1,326,743 â–²New Holding154,6320.4%Basic MaterialsRNGRRanger Energy Services$1,266,320$1,266,320 â–²New Holding73,8810.3%EnergyB2GOLD CORP$1,132,953$1,132,953 â–²New Holding250,1000.3%CALLALKAlaska Air Group$1,045,655$1,045,655 â–²New Holding28,4300.3%TransportationMP MATERIALS CORP$965,200$965,200 â–²New Holding20,0000.3%CALLXPROExpro Group$950,586$950,586 â–²New Holding54,6000.3%EnergyJETBLUE AIRWAYS CORP$853,060$853,060 â–²New Holding193,0000.2%CALLRIOTRiot Platforms$834,300$834,300 â–²New Holding67,5000.2%FinanceAMPYAmplify Energy$816,454$18,821,635 â–¼-95.8%130,8420.2%EnergyADVANCED MICRO DEVICES INC$712,005$5,390,895 â–¼-88.3%3,5000.2%CALLIRENIREN$702,740$702,740 â–²New Holding20,5000.2%FinanceFFFutureFuel$365,300$365,300 â–²New Holding94,8830.1%EnergyFRONTIER GROUP HLDGS INC$353,000$353,000 â–²New Holding100,0000.1%CALLFERMI INC$292,000$292,000 â–²New Holding50,0000.1%PUTINFINITY NAT RES INC$207,270$3,363,955 â–¼-94.2%11,7700.1%COM CL ASDRLSeadrill$0$63,387,343 â–¼-100.0%00.0%EnergySPDR S&P 500 ETF TR$0$34,096,000 â–¼-100.0%00.0%CALLORACLE CORP$0$28,554,315 â–¼-100.0%00.0%CALLSPDR SERIES TRUST$0$22,612,209 â–¼-100.0%00.0%CALLSABLE OFFSHORE CORP$0$21,327,263 â–¼-100.0%00.0%COM SHSMPCMarathon Petroleum$0$15,717,485 â–¼-100.0%00.0%EnergyBARRICK MNG CORP$0$14,625,744 â–¼-100.0%00.0%COM SHSNUENucor$0$14,255,200 â–¼-100.0%00.0%Basic MaterialsDARDarling Ingredients$0$13,165,678 â–¼-100.0%00.0%Consumer StaplesHBMHudBay Minerals$0$11,932,040 â–¼-100.0%00.0%Basic MaterialsLINDE PLC$0$10,430,566 â–¼-100.0%00.0%SHSSMSM Energy$0$10,383,556 â–¼-100.0%00.0%EnergyISHARES BITCOIN TRUST ETF$0$8,937,000 â–¼-100.0%00.0%CALLIAGIamgold$0$8,268,219 â–¼-100.0%00.0%Basic MaterialsSNCYSun Country Airlines$0$8,001,513 â–¼-100.0%00.0%TransportationGPREGreen Plains$0$7,270,178 â–¼-100.0%00.0%Basic MaterialsPSXPhillips 66$0$5,039,884 â–¼-100.0%00.0%EnergyCVICVR Energy$0$5,028,061 â–¼-100.0%00.0%EnergyGLDSPDR Gold Shares$0$4,846,514 â–¼-100.0%00.0%FinanceKRESPDR S&P Regional Banking ETF$0$4,090,000 â–¼-100.0%00.0%ETFCENXCentury Aluminum$0$3,969,000 â–¼-100.0%00.0%IndustrialsATLAS ENERGY SOLUTIONS INC$0$3,900,638 â–¼-100.0%00.0%COM NEWVTWOVanguard Russell 2000 ETF$0$3,574,792 â–¼-100.0%00.0%ETFATLAS ENERGY SOLUTIONS INC$0$3,297,000 â–¼-100.0%00.0%CALLBUNGE GLOBAL SA$0$3,005,486 â–¼-100.0%00.0%COM SHSCCChemours$0$2,900,628 â–¼-100.0%00.0%Basic MaterialsLBRTLiberty Energy$0$2,200,056 â–¼-100.0%00.0%EnergyOISOil States International$0$1,983,237 â–¼-100.0%00.0%EnergyWGOWinnebago Industries$0$1,920,108 â–¼-100.0%00.0%Auto/Tires/TrucksTHOThor Industries$0$1,912,361 â–¼-100.0%00.0%Auto/Tires/TrucksSLViShares Silver Trust$0$1,800,378 â–¼-100.0%00.0%ETFCPACopa$0$1,409,610 â–¼-100.0%00.0%TransportationSPHRSphere Entertainment$0$1,380,873 â–¼-100.0%00.0%Consumer DiscretionaryALBAlbemarle$0$1,207,085 â–¼-100.0%00.0%Basic MaterialsUALUnited Airlines$0$1,080,307 â–¼-100.0%00.0%TransportationIGViShares Expanded Tech-Software Sector ETF$0$995,007 â–¼-100.0%00.0%ETFRGRSturm, Ruger & Company, Inc.$0$746,041 â–¼-100.0%00.0%Consumer DiscretionaryCOREWEAVE INC$0$546,860 â–¼-100.0%00.0%COM CL AAPLDApplied Digital$0$522,536 â–¼-100.0%00.0%FinanceORCLOracle$0$512,746 â–¼-100.0%00.0%Computer and TechnologyAALAmerican Airlines Group$0$483,262 â–¼-100.0%00.0%TransportationSKYWSkyWest$0$475,892 â–¼-100.0%00.0%TransportationSABLE OFFSHORE CORP$0$451,000 â–¼-100.0%00.0%CALLShowing largest 100 holdings. 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