THOMIST CAPITAL MANAGEMENT, LP
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationhouston, TX
- CIK0001767809
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
38 | $253.72 M | SEADRILL 2021 LTD, SPY, DINO, SOC | 13F-HR | May 14, 2025 | 000142050625001091 | ||
50 | $384.63 M | STEEL DYNAMICS INC, ASTL, WARRIOR MET COAL INC, SEADRILL 2021 LTD | 13F-HR | Feb 14, 2025 | 000142050625000485 | ||
29 | $510.25 M | BTU, PEABODY ENERGY CORP NEW, PSX, ASTL | 13F-HR | Nov 14, 2024 | 000142050624002475 | ||
37 | $280.31 M | BTU, ASTL, MPC, FERROGLOBE PLC | 13F-HR | Aug 12, 2024 | 000142050624001350 | ||
27 | $243.46 M | BTU, ASTL, MPC, SBOW | 13F-HR | Apr 30, 2024 | 000142050624000662 | ||
28 | $226.30 M | ASTL, SGML, TECK/B, MUR | 13F-HR | Feb 14, 2024 | 000142050624000449 | ||
25 | $161.04 M | SGML, ASTL, RIO, MPC | 13F-HR | Nov 14, 2023 | 000142050623002150 | ||
22 | $159.47 M | SGML, VOO, ASTL, BTE | 13F-HR | Aug 11, 2023 | 000142050623001461 | ||
20 | $169.36 M | SGML, PDCE, CHRD, BTU | 13F-HR | May 15, 2023 | 000142050623001061 | ||
29 | $203.02 M | MPC, PDCE, MGY, FCX | 13F-HR | Feb 9, 2023 | 000142050623000306 | ||
20 | $133.79 M | BTU, BUNGE LIMITED, PDCE, MPC | 13F-HR | Oct 21, 2022 | 000142050622001892 | ||
22 | $143.01 M | PDCE, CHRD, PBF ENERGY INC, 1522985D | 13F-HR | Aug 12, 2022 | 000142050622001585 | ||
17 | $188.32 M | VANGUARD INDEX FDS, CF INDS HLDGS INC, PBF, SM | 13F-HR | May 13, 2022 | 000142050622000862 | ||
13 | $101.76 M | PDCE, CHRD, VLO, NOG | 13F-HR | Feb 11, 2022 | 000142050622000268 |