Thomist Capital Management, LP

Houston, TX · CIK 1767809 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityTHOMIST CAPITAL MANAGEMENT, LP (US)

Kindhedge funds, futures
Others nearbyHouston, TX
FamilyThomist Capital Management, LP · 2 related pages

$271.2m reported value -7.3% vs Q1 2026

39positions

69.1%in top 10

21 new 11 added 7 reduced 25 sold out vs Q1 2026

Options: 4 call positions ($32.2m notional), 2 put positions ($11.2m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DARLING INGREDIENTS INC COM DAR	DAR	566,094	$30.9m11.40%	11.40%	New
2	ARIS MNG CORP COM ARIS	ARIS	1,751,221	$26.1m9.63%	9.63%	Added +603.6k	+603,649 52.6%
3	DHT HOLDINGS INC SHS NEW DHT	DHT	1,389,095	$23.0m8.47%	8.47%	Added +1.1m	+1,147,399 474.7%
4	CORE NATURAL RESOURCES INC COM SHS CNR	CNR	266,532	$21.3m7.86%	7.86%	Added +41.7k	+41,733 18.6%
5	GREEN PLAINS INC COM GPRE	GPRE	1,270,612	$19.5m7.20%	7.20%	New
6	HUDBAY MINERALS INC COM HBM	HBM	734,227	$17.3m6.38%	6.38%	New
7	CONTROLADORA VUELA COMP DE A SPON ADR RP 10 VLRS	VLRS	1,754,714	$16.4m6.06%	6.06%	Added +215.6k	+215,620 14.0%
8	FRONTLINE PLC COM FRO	FRO	369,740	$12.9m4.74%	4.74%	New
9	DELEK US HLDGS INC NEW COM DK	DK	202,300	$10.3m3.79%	3.79%	Reduced -170.6k	-170,637 -45.8%
10	PEABODY ENERGY CORP COM BTU	BTU	422,432	$9.8m3.60%	3.60%	Added +190.9k	+190,879 82.4%
11	WESTLAKE CORPORATION COM WLK	WLK	96,200	$7.0m2.59%	2.59%	Added +23.2k	+23,200 31.8%
12	HF SINCLAIR CORP COM DINO	DINO	97,063	$6.8m2.49%	2.49%	Reduced -469.0k	-469,027 -82.8%
13	OKEANIS ECO TANKERS COR SHS ECO	ECO	133,922	$6.7m2.47%	2.47%	Added +78.8k	+78,822 143.1%
14	IAMGOLD CORP COM IAG	IAG	404,362	$6.4m2.36%	2.36%	New
15	RICE ACQUISITION CORP 3 UNIT 99/99/9999 KRSP.U	KRSP.U	531,645	$5.7m2.10%	2.10%	Added +25.3k	+25,316 5.0%
16	PPG INDS INC COM PPG	PPG	45,100	$5.5m2.02%	2.02%	New
17	UNITED AIRLS HLDGS INC COM UAL	UAL	36,990	$5.0m1.85%	1.85%	New
18	TREKOR METALS LTD COM TGB	TGB	608,925	$4.2m1.54%	1.54%	New
19	MATADOR RES CO COM MTDR	MTDR	80,200	$4.0m1.47%	1.47%	New
20	PAR PAC HOLDINGS INC COM NEW PARR	PARR	66,060	$3.7m1.37%	1.37%	Added +21.3k	+21,310 47.6%
21	AMERICAN AIRLS GROUP INC COM AAL	AAL	195,020	$3.5m1.30%	1.30%	New
22	HMH HLDG INC CL A HMH	HMH	158,161	$3.0m1.09%	1.09%	New
23	FERROGLOBE PLC SHS GSM	GSM	922,217	$2.9m1.08%	1.08%	Reduced -161.5k	-161,547 -14.9%
24	CHEMOURS CO COM CC	CC	142,900	$2.9m1.08%	1.08%	New
25	CVR ENERGY INC COM CVI	CVI	93,326	$2.6m0.95%	0.95%	New
26	HUT 8 CORP COM HUT	HUT	21,185	$2.4m0.90%	0.90%	Reduced -8.4k	-8,390 -28.4%
27	RYANAIR HOLDINGS PLC SPONSORED ADR RYAAY	RYAAY	34,370	$2.2m0.82%	0.82%	Reduced -20.6k	-20,610 -37.5%
28	RANGER ENERGY SVCS INC COM CL A RNGR	RNGR	113,460	$1.8m0.67%	0.67%	Added +39.6k	+39,579 53.6%
29	EAGLEROCK LD LLC CL A SHS REP LTD EROK	EROK	70,000	$1.5m0.55%	0.55%	New
30	RIOT PLATFORMS INC COM RIOT	RIOT	36,600	$1.0m0.37%	0.37%	Reduced -30.9k	-30,900 -45.8%
31	SOLARIS RES INC COM NEW SLSR	SLSR	182,360	$983.7k0.36%	0.36%	Added +27.7k	+27,728 17.9%
32	MICRON TECHNOLOGY INC COM MU	MU	830	$958.1k0.35%	0.35%	New
33	GREENLAND ENERGY CO SHS GLND	GLND	276,500	$608.3k0.22%	0.22%	New
34	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	2,700	$596.7k0.22%	0.22%	New
35	KEEL INFRASTRUCTURE CORP COM SHS KEEL	KEEL	82,800	$475.3k0.18%	0.18%	New
36	BITDEER TECHNOLOGIES GROUP CL A ORD SHS BTDR	BTDR	28,700	$455.5k0.17%	0.17%	New
37	FUTUREFUEL CORP COM FF	FF	74,727	$337.8k0.12%	0.12%	Reduced -20.2k	-20,156 -21.2%
38	GREENLAND ENERGY CO *W EXP 04/21/203 GLNDW	GLNDW	265,000	$225.2k0.08%	0.08%	New
39	SABLE OFFSHORE CORP COM SHS SOC	SOC	59,794	$184.2k0.07%	0.07%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
STEEL DYNAMICS INC STLD	STLD	105,300	$19.0m105.3k shares
SSR MINING IN SSRM	SSRM	548,900	$16.1m548.9k shares
EQUINOX GOLD CORP EQX	EQX	890,919	$12.9m890.9k shares
PERMIAN RESOURCES CORP PR	PR	511,346	$10.9m511.3k shares
SOUTHWEST AIRLS CO LUV	LUV	288,001	$10.8m288.0k shares
VANGUARD INDEX FDS VOO	VOO	17,000	$10.2m17.0k shares
ROYAL GOLD INC RGLD	RGLD	37,262	$9.5m37.3k shares
BAYTEX ENERGY CORP BTE	BTE	1,885,306	$8.4m1.9m shares
EASTMAN CHEM CO EMN	EMN	84,700	$6.5m84.7k shares
SCORPIO TANKERS INC STNG	STNG	61,855	$4.6m61.9k shares
OLIN CORP OLN	OLN	134,000	$4.0m134.0k shares
POLARIS INC PII	PII	68,785	$3.7m68.8k shares
CAMPING WORLD HLDGS INC CWH	CWH	457,270	$3.1m457.3k shares
BRP INC DOO	DOO	40,085	$2.9m40.1k shares
HARLEY DAVIDSON INC HOG	HOG	140,600	$2.8m140.6k shares
KOSMOS ENERGY LTD KOS	KOS	927,209	$2.6m927.2k shares
OSISKO DEVELOPMENT CORP		790,000	$2.6m790.0k shares
CHENIERE ENERGY INC LNG	LNG	8,100	$2.3m8.1k shares
NORDIC AMERICAN TANKERS LIMI NAT	NAT	338,900	$2.0m338.9k shares
NVIDIA CORPORATION NVDA	NVDA	8,140	$1.4m8.1k shares
ALASKA AIR GROUP INC ALK	ALK	28,430	$1.0m28.4k shares
EXPRO GROUP HOLDINGS NV 96779EUR	96779EUR	54,600	$950.6k54.6k shares
AMPLIFY ENERGY CORP NEW AMPY	AMPY	130,842	$816.5k130.8k shares
IREN LIMITED IREN	IREN	20,500	$702.7k20.5k shares
INFINITY NAT RES INC INR	INR	11,770	$207.3k11.8k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
PILGRIMS PRIDE CORP PPC · Call	PPC	Call	500,000	$14.1m500.0k shares	New
MOSAIC CO NEW MOS · Call	MOS	Call	500,000	$10.6m500.0k shares	New
ISHARES TR Put		Put	35,000	$10.5m35.0k shares	New
VANECK ETF TRUST NLR · Call	NLR	Call	70,000	$6.9m70.0k shares	New
CEREBRAS SYSTEMS INC CBRS · Call	CBRS	Call	3,000	$663.0k3.0k shares	New
ISHARES TR Put		Put	1,000	$640.8k1.0k shares	New