Thomist Capital Management, LP: 13F holdings
CIK 17678092026Q2
| Positions | 45 |
|---|
| Reported value | $314.6m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 45 (-12 vs prior quarter) |
|---|
| Reported value | $314.6m (-15.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DAR DARLING INGREDIENTS INC | 566,094 | $30.9m | 9.8% |
| ARIS ARIS MINING CORPORATION | 1,751,221 | $26.1m | 8.3% |
| DHT HOLDINGS INC | 1,389,095 | $23.0m | 7.3% |
| CNR CORE NATURAL RESOURCES INC | 266,532 | $21.3m | 6.8% |
| GPRE GREEN PLAINS INC | 1,270,612 | $19.5m | 6.2% |
| HBM HUDBAY MINERALS INC | 734,227 | $17.3m | 5.5% |
| VLRS CONTROLADORA VUELA COMP DE A | 1,754,714 | $16.4m | 5.2% |
| FRONTLINE PLC | 369,740 | $12.9m | 4.1% |
| DK DELEK US HLDGS INC NEW | 202,300 | $10.3m | 3.3% |
| BTU PEABODY ENGR CORP | 422,432 | $9.8m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1767809")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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