Thomist Capital Management, LP

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Houston, TX
CIK
0001767809
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 29 510,246 BTU, PEABODY ENERGY CORP calls, PSX, ASTL 13F-HR 11/14/2024 000142050624002475
Q2 2024 37 280,313 BTU, ASTL, MPC, GSM 13F-HR 8/12/2024 000142050624001350
Q1 2024 27 243,454 BTU, ASTL, MPC, SBOW 13F-HR 4/30/2024 000142050624000662
Q4 2023 28 226,303 ASTL, SGML, TECK-B.TO, MUR 13F-HR 2/14/2024 000142050624000449
Q3 2023 25 161,038 SGML, ASTL, RIO, MPC 13F-HR 11/14/2023 000142050623002150
Q2 2023 22 159,474 SGML, VOO, ASTL, BTEGF 13F-HR 8/10/2023 000142050623001461
Q1 2023 20 169,355 SGML, PDCE, CHRD, BTU 13F-HR 5/15/2023 000142050623001061
Q4 2022 29 203,017 MPC, PDCE, MGY, FCX 13F-HR 2/9/2023 000142050623000306
Q3 2022 20 133,791 BTU, BG, PDCE, MPC 13F-HR 10/21/2022 000142050622001892
Q2 2022 22 143,015 PDCE, CHRD, PBF ENERGY INC calls, DELEK US HLDGS INC NEW calls 13F-HR 8/12/2022 000142050622001585
Q1 2022 17 188,323 VANGUARD INDEX FDS, CF INDS HLDGS INC, PBF, SM 13F-HR 5/13/2022 000142050622000862
Q4 2021 13 101,760 PDCE, CHRD, VLO, NOG 13F-HR 2/11/2022 000142050622000268