THOMIST CAPITAL MANAGEMENT, LP — 13F Holdings & Portfolio
CIK 1767809 · latest 13F-HR filed 2026-08-14
THOMIST CAPITAL MANAGEMENT, LP manages $314.6M in 13F-reported U.S. long-equity assets across 45 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DAR (9.83%), ARIS (8.30%), DHT (7.30%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 21 new positions, exited 25, added to 10, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 777
HOUSTON, TX 77046
$314.6M
Long-equity book
45
Distinct positions
2026-06-30
Filed 2026-08-14
+21 / −25 / ↑10 / ↓8
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DHT HOLDINGS INC$18.5M +420.0%
- CONTROLADORA VUELA COMP DE A$5.3M +47.6%
- ARIS MINING CORPORATION$4.8M +22.5%
- OKEANIS ECO TANKERS COR$3.9M +140.8%
- PEABODY ENGR CORP$2.1M +28.0%
Top Trims
- HF SINCLAIR CORP-$28.6M -80.9%
- DELEK US HLDGS INC NEW-$6.5M -38.8%
- CORE NATURAL RESOURCES INC-$2.2M -9.4%
- FERROGLOBE PLC-$1.5M -34.3%
- WESTLAKE CORPORATION-$1.5M -17.7%
New Positions
- DARLING INGREDIENTS INC$30.9M
- GREEN PLAINS INC$19.5M
- HUDBAY MINERALS INC$17.3M
- FRONTLINE PLC$12.9M
- IAMGOLD CORP$6.4M
Exited Positions
- STEEL DYNAMICS INC$19.0M
- SSR MINING IN$16.1M
- EQUINOX GOLD CORP$12.9M
- PERMIAN RESOURCES CORP$10.9M
- SOUTHWEST AIRLS CO$10.8M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DARLING INGREDIENTS INC | DAR | 237266101 | $30.9M | 9.83% | 566,094 | SH |
| 2 | ARIS MINING CORPORATION | ARIS | 04040Y109 | $26.1M | 8.30% | 1,751,221 | SH |
| 3 | DHT HOLDINGS INC | DHT | Y2065G121 | $23.0M | 7.30% | 1,389,095 | SH |
| 4 | CORE NATURAL RESOURCES INC | CNR | 218937100 | $21.3M | 6.78% | 266,532 | SH |
| 5 | GREEN PLAINS INC | GPRE | 393222104 | $19.5M | 6.21% | 1,270,612 | SH |
| 6 | HUDBAY MINERALS INC | HBM | 443628102 | $17.3M | 5.50% | 734,227 | SH |
| 7 | CONTROLADORA VUELA COMP DE A | VLRS | 21240E105 | $16.4M | 5.23% | 1,754,714 | SH |
| 8 | PILGRIMS PRIDE CORP Call | PPC | 72147K908 | $14.1M | 4.47% | 500,000 | SH |
| 9 | FRONTLINE PLC | FRO | M46528101 | $12.9M | 4.09% | 369,740 | SH |
| 10 | MOSAIC CO Call | — | 61945C903 | $10.6M | 3.37% | 500,000 | SH |
| 11 | ISHARES TR Put | IFXAF | 464287955 | $10.5M | 3.34% | 35,000 | SH |
| 12 | DELEK US HLDGS INC NEW | DK | 24665A103 | $10.3M | 3.27% | 202,300 | SH |
| 13 | PEABODY ENGR CORP | BTU | 704551100 | $9.8M | 3.10% | 422,432 | SH |
| 14 | WESTLAKE CORPORATION | WLK | 960413102 | $7.0M | 2.23% | 96,200 | SH |
| 15 | VANECK ETF TRUST Call | GENZ | 92189F901 | $6.9M | 2.19% | 70,000 | SH |
| 16 | HF SINCLAIR CORP | DINO | 403949100 | $6.8M | 2.15% | 97,063 | SH |
| 17 | OKEANIS ECO TANKERS COR | ECO | Y64177101 | $6.7M | 2.13% | 133,922 | SH |
| 18 | IAMGOLD CORP | IAG | 450913108 | $6.4M | 2.04% | 404,362 | SH |
| 19 | RICE ACQUISITION CORP 3 | KRSP.U | G7553X122 | $5.7M | 1.81% | 531,645 | SH |
| 20 | PPG INDS INC | PPG | 693506107 | $5.5M | 1.74% | 45,100 | SH |
| 21 | UNITED AIRLS HLDGS INC | UAL | 910047109 | $5.0M | 1.60% | 36,990 | SH |
| 22 | TREKOR METALS LTD | TGB | 89472Y107 | $4.2M | 1.33% | 608,925 | SH |
| 23 | MATADOR RES CO | MTDR | 576485205 | $4.0M | 1.27% | 80,200 | SH |
| 24 | PAR PAC HOLDINGS INC | PARR | 69888T207 | $3.7M | 1.18% | 66,060 | SH |
| 25 | AMERICAN AIRLINES GROUP INC | AAL | 02376R102 | $3.5M | 1.12% | 195,020 | SH |
| 26 | HMH HLDG INC | HMH | 40445M100 | $3.0M | 0.94% | 158,161 | SH |
| 27 | FERROGLOBE PLC | GSM | G33856108 | $2.9M | 0.93% | 922,217 | SH |
| 28 | CHEMOURS CO | CC | 163851108 | $2.9M | 0.93% | 142,900 | SH |
| 29 | CVR ENERGY INC | CVI | 12662P108 | $2.6M | 0.82% | 93,326 | SH |
| 30 | HUT 8 CORP | HUT | 44812J104 | $2.4M | 0.78% | 21,185 | SH |
| 31 | RYANAIR HOLDINGS PLC | RYAAY | 783513203 | $2.2M | 0.71% | 34,370 | SH |
| 32 | RANGER ENERGY SVCS INC | RNGR | 75282U104 | $1.8M | 0.58% | 113,460 | SH |
| 33 | EAGLEROCK LD LLC | EROK | 27005A105 | $1.5M | 0.47% | 70,000 | SH |
| 34 | RIOT PLATFORMS INC | RIOT | 767292105 | $1.0M | 0.32% | 36,600 | SH |
| 35 | SOLARIS RES INC | SLSR | 83419D201 | $983.7K | 0.31% | 182,360 | SH |
| 36 | MICRON TECHNOLOGY INC | MU | 595112103 | $958.1K | 0.30% | 830 | SH |
| 37 | CEREBRAS SYSTEMS INC Call | CBRS | 15675D903 | $663.0K | 0.21% | 3,000 | SH |
| 38 | ISHARES TR Put | IFXAF | 464287953 | $640.8K | 0.20% | 1,000 | SH |
| 39 | GREENLAND ENERGY CO | GLND | 70580B106 | $608.3K | 0.19% | 276,500 | SH |
| 40 | CEREBRAS SYSTEMS INC | CBRS | 15675D103 | $596.7K | 0.19% | 2,700 | SH |
| 41 | KEEL INFRASTRUCTURE CORP | KEEL | 486917107 | $475.3K | 0.15% | 82,800 | SH |
| 42 | BITDEER TECHNOLOGIES GROUP | BTDR | G11448100 | $455.5K | 0.14% | 28,700 | SH |
| 43 | FUTUREFUEL CORP | FF | 36116M106 | $337.8K | 0.11% | 74,727 | SH |
| 44 | GREENLAND ENERGY CO | GLNDW | 70580B114 | $225.2K | 0.07% | 265,000 | SH |
| 45 | SABLE OFFSHORE CORP | SOC | 78574H104 | $184.2K | 0.06% | 59,794 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $314.6M | 45 | 0001420506-26-001760 |
| 2026-03-31 | 2026-05-15 | $371.5M | 57 | 0001420506-26-001081 |
| 2025-12-31 | 2026-02-13 | $471.0M | 65 | 0001420506-26-000336 |
| 2025-09-30 | 2025-11-14 | $506.3M | 76 | 0001420506-25-003334 |