THOMIST CAPITAL MANAGEMENT, LP
CIK 0001767809 · HOUSTON, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$314.6M
2026 Q2
Positions
45
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
61.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DAR
DARLING INGREDIENTS INC
9.8%
ARIS
ARIS MINING CORPORATION
8.3%
DHT
DHT HOLDINGS INC
7.3%
CNR
CORE NATURAL RESOURCES INC
6.8%
GPRE
GREEN PLAINS INC
6.2%
HBM
HUDBAY MINERALS INC
5.5%
VLRS
CONTROLADORA VUELA COMP DE A
5.2%
72147K908CALL
PILGRIMS PRIDE CORP
4.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.