THOMIST CAPITAL MANAGEMENT, LP
THOMIST CAPITAL MANAGEMENT, LP reported 45 positions worth $314.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: DAR (9.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DAR | SH | $30.9M | 9.83% | 566,094 | — | — | |
| ▸ 2 | ARIS | SH | $26.1M | 8.30% | 1,751,221 | — | — | |
| ▸ 3 | DHT | SH | $23.0M | 7.30% | 1,389,095 | — | — | |
| ▸ 4 | CNR | SH | $21.3M | 6.78% | 266,532 | — | — | |
| ▸ 5 | GPRE | SH | $19.5M | 6.21% | 1,270,612 | — | — | |
| ▸ 6 | HBM | SH | $17.3M | 5.50% | 734,227 | — | — | |
| ▸ 7 | VLRS | SH | $16.4M | 5.23% | 1,754,714 | — | — | |
| ▸ 8 | 72147K908 | CALL | $14.1M | 4.47% | 500,000 | — | — | |
| ▸ 9 | FRO | SH | $12.9M | 4.09% | 369,740 | — | — | |
| ▸ 10 | 61945C903 | CALL | $10.6M | 3.37% | 500,000 | — | — |
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Frequently Asked Questions
What stocks does THOMIST CAPITAL MANAGEMENT, LP hold as of Q2 2026?
THOMIST CAPITAL MANAGEMENT, LP reported 45 positions worth $314.6M in its Q2 2026 13F filing. Largest positions: DAR (9.8%), ARIS (8.3%), DHT (7.3%), CNR (6.8%) and GPRE (6.2%).
What did THOMIST CAPITAL MANAGEMENT, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did THOMIST CAPITAL MANAGEMENT, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.