Thomist Capital Management, Lp Top Holdings and 13F Report (2026) About Thomist Capital Management, LpInvestment ActivityThomist 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 $30,920,054ARIS MINING CORPORATION $26,110,705DHT $22,961,740CORE NATURAL RESOURCES INC $21,327,891Green Plains $19,542,013 Largest New Holdings this Quarter 237266101 - Darling Ingredients $30,920,054 Holding393222104 - Green Plains $19,542,013 Holding443628102 - HudBay Minerals $17,311,505 Holding72147K908 - PILGRIMS PRIDE CORP $14,055,000 HoldingM46528101 - 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 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 PortfolioSectorDARDarling Ingredients$30,920,054$30,920,054 â–²New Holding566,0949.8%Consumer StaplesARIS MINING CORPORATION$26,110,705$9,000,407 â–²52.6%1,751,2218.3%COMDHTDHT$22,961,740$18,966,505 â–²474.7%1,389,0957.3%EnergyCORE NATURAL RESOURCES INC$21,327,891$3,339,475 â–²18.6%266,5326.8%COM SHSGPREGreen Plains$19,542,013$19,542,013 â–²New Holding1,270,6126.2%EnergyHBMHudBay Minerals$17,311,505$17,311,505 â–²New Holding734,2275.5%MaterialsVLRSControladora Vuela Compania de Aviacion$16,441,670$2,020,359 â–²14.0%1,754,7145.2%IndustrialsPILGRIMS PRIDE CORP$14,055,000$14,055,000 â–²New Holding500,0004.5%CALLFROFrontline$12,863,255$12,863,255 â–²New Holding369,7404.1%EnergyMOSAIC CO$10,595,000$10,595,000 â–²New Holding500,0003.4%CALLISHARES TR$10,515,750$10,515,750 â–²New Holding35,0003.3%PUTDKDelek US$10,278,863$8,670,066 â–¼-45.8%202,3003.3%EnergyBTUPeabody Energy$9,766,628$4,413,123 â–²82.4%422,4323.1%EnergyWLKWestlake$7,022,600$1,693,600 â–²31.8%96,2002.2%MaterialsVANECK ETF TRUST$6,877,500$6,877,500 â–²New Holding70,0002.2%CALLDINOHF Sinclair$6,760,438$32,667,731 â–¼-82.9%97,0632.1%EnergyOKEANIS ECO TANKERS COR$6,712,171$3,950,559 â–²143.1%133,9222.1%SHSIAGIamgold$6,405,094$6,405,094 â–²New Holding404,3622.0%MaterialsRICE ACQUISITION CORP 3$5,693,918$271,134 â–²5.0%531,6451.8%UNIT 99/99/9999PPGPPG Industries$5,470,179$5,470,179 â–²New Holding45,1001.7%MaterialsUALUnited Airlines$5,030,270$5,030,270 â–²New Holding36,9901.6%IndustrialsTREKOR METALS LTD$4,189,404$4,189,404 â–²New Holding608,9251.3%COMMTDRMatador Resources$3,992,356$3,992,356 â–²New Holding80,2001.3%EnergyPARRPar Pacific$3,704,645$1,195,065 â–²47.6%66,0601.2%EnergyAALAmerican Airlines Group$3,524,011$3,524,011 â–²New Holding195,0201.1%IndustrialsHMH HLDG INC$2,963,937$2,963,937 â–²New Holding158,1610.9%CL AGSMFerroglobe$2,932,650$513,719 â–¼-14.9%922,2170.9%MaterialsCCChemours$2,932,308$2,932,308 â–²New Holding142,9000.9%MaterialsCVICVR Energy$2,570,198$2,570,198 â–²New Holding93,3260.8%EnergyHUT 8 CORP$2,445,702$968,583 â–¼-28.4%21,1850.8%COMRYAAYRyanair$2,225,458$1,334,498 â–¼-37.5%34,3700.7%IndustrialsRNGRRanger Energy Services$1,816,495$633,660 â–²53.6%113,4600.6%EnergyEAGLEROCK LD LLC$1,487,500$1,487,500 â–²New Holding70,0000.5%CL A SHS REP LTDRIOTRiot Platforms$1,002,108$846,042 â–¼-45.8%36,6000.3%TechnologySLSSFSolaris Resources$983,701$149,573 â–²17.9%182,3600.3%MaterialsMUMicron Technology$958,061$958,061 â–²New Holding8300.3%TechnologyCEREBRAS SYSTEMS INC$663,000$663,000 â–²New Holding3,0000.2%CALLISHARES TR$640,760$640,760 â–²New Holding1,0000.2%PUTGREENLAND ENERGY CO$608,300$608,300 â–²New Holding276,5000.2%SHSCEREBRAS SYSTEMS INC$596,700$596,700 â–²New Holding2,7000.2%COM CL AKEEL INFRASTRUCTURE CORP$475,272$475,272 â–²New Holding82,8000.2%COM SHSBTDRBitdeer Technologies Group$455,469$455,469 â–²New Holding28,7000.1%TechnologyFFFutureFuel$337,766$91,105 â–¼-21.2%74,7270.1%EnergyGREENLAND ENERGY CO$225,250$225,250 â–²New Holding265,0000.1%*W EXP 04/21/203SABLE OFFSHORE CORP$184,166$184,166 â–²New Holding59,7940.1%COM SHSDARLING INGREDIENTS INC$0$27,832,500 â–¼-100.0%00.0%CALLCF INDUSTRIES HOLD$0$19,476,000 â–¼-100.0%00.0%PUTSTLDSteel Dynamics$0$18,954,000 â–¼-100.0%00.0%MaterialsSSRMSilver Standard Resources$0$16,137,660 â–¼-100.0%00.0%MaterialsEQXEquinox Gold$0$12,882,689 â–¼-100.0%00.0%MaterialsPERMIAN RESOURCES CORP$0$10,901,897 â–¼-100.0%00.0%CLASS A COMLUVSouthwest Airlines$0$10,820,198 â–¼-100.0%00.0%IndustrialsVOOVanguard S&P 500 ETF$0$10,158,350 â–¼-100.0%00.0%ETFRGLDRoyal Gold$0$9,482,806 â–¼-100.0%00.0%MaterialsFREEPORT MCMORAN INC$0$8,817,000 â–¼-100.0%00.0%CALLBTEBaytex Energy$0$8,427,318 â–¼-100.0%00.0%EnergyBUNGE GLOBAL SA$0$6,499,920 â–¼-100.0%00.0%CALLEMNEastman Chemical$0$6,464,304 â–¼-100.0%00.0%MaterialsSTNGScorpio Tankers$0$4,618,094 â–¼-100.0%00.0%EnergyHF SINCLAIR CORP$0$4,367,300 â–¼-100.0%00.0%CALLOLNOlin$0$3,983,820 â–¼-100.0%00.0%MaterialsPIIPolaris$0$3,748,783 â–¼-100.0%00.0%Consumer DiscretionaryCWHCamping World$0$3,123,154 â–¼-100.0%00.0%Consumer DiscretionaryDOOOBRP$0$2,878,504 â–¼-100.0%00.0%Consumer DiscretionaryHOGHarley-Davidson$0$2,842,932 â–¼-100.0%00.0%Consumer DiscretionaryVANECK ETF TRUST$0$2,753,100 â–¼-100.0%00.0%CALLFUTUREFUEL CORP$0$2,695,000 â–¼-100.0%00.0%CALLKOSKosmos Energy$0$2,577,641 â–¼-100.0%00.0%EnergyODVOsisko Development$0$2,567,500 â–¼-100.0%00.0%MaterialsCHENIERE ENERGY INC$0$2,298,456 â–¼-100.0%00.0%COM NEWDELEK US HLDGS INC NEW$0$2,253,500 â–¼-100.0%00.0%CALLNATNordic American Tankers$0$1,985,954 â–¼-100.0%00.0%EnergyNVDANVIDIA$0$1,419,616 â–¼-100.0%00.0%TechnologyB2GOLD CORP$0$1,132,953 â–¼-100.0%00.0%CALLALKAlaska Air Group$0$1,045,655 â–¼-100.0%00.0%IndustrialsMP MATERIALS CORP$0$965,200 â–¼-100.0%00.0%CALLXPROExpro Group$0$950,586 â–¼-100.0%00.0%EnergyJETBLUE AIRWAYS CORP$0$853,060 â–¼-100.0%00.0%CALLAMPYAmplify Energy$0$816,454 â–¼-100.0%00.0%EnergyADVANCED MICRO DEVICES INC$0$712,005 â–¼-100.0%00.0%CALLIRENIREN$0$702,740 â–¼-100.0%00.0%TechnologyFRONTIER GROUP HLDGS INC$0$353,000 â–¼-100.0%00.0%CALLFERMI INC$0$292,000 â–¼-100.0%00.0%PUTINFINITY NAT RES INC$0$207,270 â–¼-100.0%00.0%COM CL AShowing largest 100 holdings. 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