Holders — by stockHoldings — by fund
Thomist Capital Management, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001767809
$314.6M
disclosed book value
45
positions
9.8%
largest position share
Positions, as of 2026-06-30
top 45 of 45 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DARDARLING INGREDIENTS INC | 566,094 | $30.9M | 9.8% |
| 2 | ARISARIS MINING CORPORATION | 1.8M | $26.1M | 8.3% |
| 3 | DHT HOLDINGS INC | 1.4M | $23.0M | 7.3% |
| 4 | CNRCORE NATURAL RESOURCES INC | 266,532 | $21.3M | 6.8% |
| 5 | GPREGREEN PLAINS INC | 1.3M | $19.5M | 6.2% |
| 6 | HBMHUDBAY MINERALS INC | 734,227 | $17.3M | 5.5% |
| 7 | VLRSCONTROLADORA VUELA COMP DE A | 1.8M | $16.4M | 5.2% |
| 8 | PILGRIMS PRIDE CORPCALL | 500,000 | $14.1M | 4.5% |
| 9 | FRONTLINE PLC | 369,740 | $12.9M | 4.1% |
| 10 | MOSAIC COCALL | 500,000 | $10.6M | 3.4% |
| 11 | ISHARES TRPUT | 35,000 | $10.5M | 3.3% |
| 12 | DKDELEK US HLDGS INC NEW | 202,300 | $10.3M | 3.3% |
| 13 | BTUPEABODY ENGR CORP | 422,432 | $9.8M | 3.1% |
| 14 | WLKWESTLAKE CORPORATION | 96,200 | $7.0M | 2.2% |
| 15 | VANECK ETF TRUSTCALL | 70,000 | $6.9M | 2.2% |
| 16 | DINOHF SINCLAIR CORP | 97,063 | $6.8M | 2.1% |
| 17 | OKEANIS ECO TANKERS COR | 133,922 | $6.7M | 2.1% |
| 18 | IAGIAMGOLD CORP | 404,362 | $6.4M | 2% |
| 19 | RICE ACQUISITION CORP 3 | 531,645 | $5.7M | 1.8% |
| 20 | PPGPPG INDS INC | 45,100 | $5.5M | 1.7% |
| 21 | UALUNITED AIRLS HLDGS INC | 36,990 | $5.0M | 1.6% |
| 22 | TGBTREKOR METALS LTD | 608,925 | $4.2M | 1.3% |
| 23 | MTDRMATADOR RES CO | 80,200 | $4.0M | 1.3% |
| 24 | PARRPAR PAC HOLDINGS INC | 66,060 | $3.7M | 1.2% |
| 25 | AALAMERICAN AIRLINES GROUP INC | 195,020 | $3.5M | 1.1% |
| 26 | HMHHMH HLDG INC | 158,161 | $3.0M | 0.9% |
| 27 | FERROGLOBE PLC | 922,217 | $2.9M | 0.9% |
| 28 | CCCHEMOURS CO | 142,900 | $2.9M | 0.9% |
| 29 | CVICVR ENERGY INC | 93,326 | $2.6M | 0.8% |
| 30 | HUTHUT 8 CORP | 21,185 | $2.4M | 0.8% |
| 31 | RYAAYRYANAIR HOLDINGS PLC | 34,370 | $2.2M | 0.7% |
| 32 | RNGRRANGER ENERGY SVCS INC | 113,460 | $1.8M | 0.6% |
| 33 | EROKEAGLEROCK LD LLC | 70,000 | $1.5M | 0.5% |
| 34 | RIOTRIOT PLATFORMS INC | 36,600 | $1.0M | 0.3% |
| 35 | SLSRSOLARIS RES INC | 182,360 | $983,701 | 0.3% |
| 36 | MUMICRON TECHNOLOGY INC | 830 | $958,061 | 0.3% |
| 37 | CEREBRAS SYSTEMS INCCALL | 3,000 | $663,000 | 0.2% |
| 38 | ISHARES TRPUT | 1,000 | $640,760 | 0.2% |
| 39 | GLNDGREENLAND ENERGY CO | 276,500 | $608,300 | 0.2% |
| 40 | CBRSCEREBRAS SYSTEMS INC | 2,700 | $596,700 | 0.2% |
| 41 | KEELKEEL INFRASTRUCTURE CORP | 82,800 | $475,272 | 0.2% |
| 42 | BITDEER TECHNOLOGIES GROUP | 28,700 | $455,469 | 0.1% |
| 43 | FFFUTUREFUEL CORP | 74,727 | $337,766 | 0.1% |
| 44 | GLNDWGREENLAND ENERGY CO | 265,000 | $225,250 | 0.1% |
| 45 | SOCSABLE OFFSHORE CORP | 59,794 | $184,166 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.