Filed: 8/14/2026ACC: 0001420506-26-001760
📋 What this filing means
THOMIST CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $314.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$314.58M
Total AUM (reported)
14.70M
Total Shares
Allocation by class
COM$179.43M57.0%
CALL$32.19M10.2%
SHS NEW$22.96M7.3%
COM SHS$21.99M7.0%
SPON ADR RP 10$16.44M5.2%
PUT$11.16M3.5%
SHS$10.25M3.3%
Portfolio Concentration
Top 3$79.99M25.4%
4–10$112.14M35.6%
11–25$95.94M30.5%
Rest$26.50M8.4%
Top 3 weight
25.4%
Top 10 weight
61.1%
Voting Authority Distribution
Total shares with voting rights: 13.34M
Sole
Full voting authority
13.34M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
DARLING INGREDIENTS INC
SOLEShares566.09K
TypeSH
Market value$30.92M
9.83%
Sole
531.64K
Shared
0.00
None
0.00
ARIS MINING CORPORATION
SOLEShares1.75M
TypeSH
Market value$26.11M
8.30%
Sole
1.46M
Shared
0.00
None
0.00
DHT HOLDINGS INC
SOLEShares1.39M
TypeSH
Market value$22.96M
7.30%
Sole
1.27M
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares266.53K
TypeSH
Market value$21.33M
6.78%
Sole
265K
Shared
0.00
None
0.00
GREEN PLAINS INC
SOLEShares1.27M
TypeSH
Market value$19.54M
6.21%
Sole
1.17M
Shared
0.00
None
0.00
HUDBAY MINERALS INC
SOLEShares734.23K
TypeSH
Market value$17.31M
5.50%
Sole
624.87K
Shared
0.00
None
0.00
CONTROLADORA VUELA COMP DE A
SOLEShares1.75M
TypeSH
Market value$16.44M
5.23%
Sole
1.75M
Shared
0.00
None
0.00
PILGRIMS PRIDE CORP
SOLEShares500K
TypeSH
Market value$14.05M
4.47%
Sole
500K
Shared
0.00
None
0.00
FRONTLINE PLC
SOLEShares369.74K
TypeSH
Market value$12.86M
4.09%
Sole
276.50K
Shared
0.00
None
0.00
MOSAIC CO
SOLEShares500K
TypeSH
Market value$10.60M
3.37%
Sole
500K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares35K
TypeSH
Market value$10.52M
3.34%
Sole
35K
Shared
0.00
None
0.00
DELEK US HLDGS INC NEW
SOLEShares202.30K
TypeSH
Market value$10.28M
3.27%
Sole
195.02K
Shared
0.00
None
0.00
PEABODY ENGR CORP
SOLEShares422.43K
TypeSH
Market value$9.77M
3.10%
Sole
404.36K
Shared
0.00
None
0.00
WESTLAKE CORPORATION
SOLEShares96.20K
TypeSH
Market value$7.02M
2.23%
Sole
82.80K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares70K
TypeSH
Market value$6.88M
2.19%
Sole
70K
Shared
0.00
None
0.00
HF SINCLAIR CORP
SOLEShares97.06K
TypeSH
Market value$6.76M
2.15%
Sole
93.33K
Shared
0.00
None
0.00
OKEANIS ECO TANKERS COR
SOLEShares133.92K
TypeSH
Market value$6.71M
2.13%
Sole
129.90K
Shared
0.00
None
0.00
IAMGOLD CORP
SOLEShares404.36K
TypeSH
Market value$6.41M
2.04%
Sole
369.88K
Shared
0.00
None
0.00
RICE ACQUISITION CORP 3
SOLEShares531.64K
TypeSH
Market value$5.69M
1.81%
Sole
422.43K
Shared
0.00
None
0.00
PPG INDS INC
SOLEShares45.10K
TypeSH
Market value$5.47M
1.74%
Sole
36.60K
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares36.99K
TypeSH
Market value$5.03M
1.60%
Sole
34.37K
Shared
0.00
None
0.00
TREKOR METALS LTD
SOLEShares608.92K
TypeSH
Market value$4.19M
1.33%
Sole
566.09K
Shared
0.00
None
0.00
MATADOR RES CO
SOLEShares80.20K
TypeSH
Market value$3.99M
1.27%
Sole
70K
Shared
0.00
None
0.00
PAR PAC HOLDINGS INC
SOLEShares66.06K
TypeSH
Market value$3.70M
1.18%
Sole
45.10K
Shared
0.00
None
0.00
AMERICAN AIRLINES GROUP INC
SOLEShares195.02K
TypeSH
Market value$3.52M
1.12%
Sole
182K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DARLING INGREDIENTS INCSOLE | COM | 566.09K | SH | $30.92M 9.83% | 531.64K | 0.00 | 0.00 |
ARIS MINING CORPORATIONSOLE | COM | 1.75M | SH | $26.11M 8.30% | 1.46M | 0.00 | 0.00 |
DHT HOLDINGS INCSOLE | SHS NEW | 1.39M | SH | $22.96M 7.30% | 1.27M | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 266.53K | SH | $21.33M 6.78% | 265K | 0.00 | 0.00 |
GREEN PLAINS INCSOLE | COM | 1.27M | SH | $19.54M 6.21% | 1.17M | 0.00 | 0.00 |
HUDBAY MINERALS INCSOLE | COM | 734.23K | SH | $17.31M 5.50% | 624.87K | 0.00 | 0.00 |
CONTROLADORA VUELA COMP DE ASOLE | SPON ADR RP 10 | 1.75M | SH | $16.44M 5.23% | 1.75M | 0.00 | 0.00 |
PILGRIMS PRIDE CORPSOLE | CALL | 500K | SH | $14.05M 4.47% | 500K | 0.00 | 0.00 |
FRONTLINE PLCSOLE | COM | 369.74K | SH | $12.86M 4.09% | 276.50K | 0.00 | 0.00 |
MOSAIC COSOLE | CALL | 500K | SH | $10.60M 3.37% | 500K | 0.00 | 0.00 |
ISHARES TRSOLE | PUT | 35K | SH | $10.52M 3.34% | 35K | 0.00 | 0.00 |
DELEK US HLDGS INC NEWSOLE | COM | 202.30K | SH | $10.28M 3.27% | 195.02K | 0.00 | 0.00 |
PEABODY ENGR CORPSOLE | COM | 422.43K | SH | $9.77M 3.10% | 404.36K | 0.00 | 0.00 |
WESTLAKE CORPORATIONSOLE | COM | 96.20K | SH | $7.02M 2.23% | 82.80K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | CALL | 70K | SH | $6.88M 2.19% | 70K | 0.00 | 0.00 |
HF SINCLAIR CORPSOLE | COM | 97.06K | SH | $6.76M 2.15% | 93.33K | 0.00 | 0.00 |
OKEANIS ECO TANKERS CORSOLE | SHS | 133.92K | SH | $6.71M 2.13% | 129.90K | 0.00 | 0.00 |
IAMGOLD CORPSOLE | COM | 404.36K | SH | $6.41M 2.04% | 369.88K | 0.00 | 0.00 |
RICE ACQUISITION CORP 3SOLE | UNIT 99/99/9999 | 531.64K | SH | $5.69M 1.81% | 422.43K | 0.00 | 0.00 |
PPG INDS INCSOLE | COM | 45.10K | SH | $5.47M 1.74% | 36.60K | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 36.99K | SH | $5.03M 1.60% | 34.37K | 0.00 | 0.00 |
TREKOR METALS LTDSOLE | COM | 608.92K | SH | $4.19M 1.33% | 566.09K | 0.00 | 0.00 |
MATADOR RES COSOLE | COM | 80.20K | SH | $3.99M 1.27% | 70K | 0.00 | 0.00 |
PAR PAC HOLDINGS INCSOLE | COM NEW | 66.06K | SH | $3.70M 1.18% | 45.10K | 0.00 | 0.00 |
AMERICAN AIRLINES GROUP INCSOLE | COM | 195.02K | SH | $3.52M 1.12% | 182K | 0.00 | 0.00 |
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