THOMIST CAPITAL MANAGEMENT, LP

Institutional manager (13F) · CIK 1767809

13F holdings · as of 2026-03-31 · top 43 · reported portfolio $292M

#	Issuer	Value	Shares
1	HF SINCLAIR CORP	$35M	566,090
2	CORE NATURAL RESOURCES INC	$24M	224,799
3	ARIS MINING CORPORATION	$21M	1,147,572
4	STEEL DYNAMICS INC	$19M	105,300
5	DELEK US HLDGS INC NEW	$17M	372,937
6	SSR MINING IN	$16M	548,900
7	EQUINOX GOLD CORP	$13M	890,919
8	CONTROLADORA VUELA COMP DE A	$11M	1,539,094
9	PERMIAN RESOURCES CORP	$11M	511,346
10	SOUTHWEST AIRLS CO	$11M	288,001
11	VANGUARD INDEX FDS	$10M	17,000
12	ROYAL GOLD INC	$9M	37,262
13	WESTLAKE CORPORATION	$9M	73,000
14	BAYTEX ENERGY CORP	$8M	1,885,306
15	PEABODY ENGR CORP	$8M	231,553
16	EASTMAN CHEM CO	$6M	84,700
17	RICE ACQUISITION CORP 3	$5M	506,329
18	SCORPIO TANKERS INC	$5M	61,855
19	FERROGLOBE PLC	$4M	1,083,764
20	DHT HOLDINGS INC	$4M	241,696
21	OLIN CORP	$4M	134,000
22	POLARIS INC	$4M	68,785
23	RYANAIR HOLDINGS PLC	$3M	54,980
24	CAMPING WORLD HLDGS INC	$3M	457,270
25	BRP INC	$3M	40,085
26	HARLEY DAVIDSON INC	$3M	140,600
27	PAR PAC HOLDINGS INC	$3M	44,750
28	OKEANIS ECO TANKERS COR	$3M	55,100
29	KOSMOS ENERGY LTD	$3M	927,209
30	OSISKO DEVELOPMENT CORP	$3M	790,000
31	CHENIERE ENERGY INC	$2M	8,100
32	NORDIC AMERICAN TANKERS LIMI	$2M	338,900
33	NVIDIA CORPORATION	$1M	8,140
34	HUT 8 CORP	$1M	29,575
35	SOLARIS RES INC	$1M	154,632
36	RANGER ENERGY SVCS INC	$1M	73,881
37	ALASKA AIR GROUP INC	$1M	28,430
38	EXPRO GROUP HOLDINGS NV	$951k	54,600
39	RIOT PLATFORMS INC	$834k	67,500
40	AMPLIFY ENERGY CORP NEW	$816k	130,842
41	IREN LIMITED	$703k	20,500
42	FUTUREFUEL CORP	$365k	94,883
43	INFINITY NAT RES INC	$207k	11,770

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.