THOMIST CAPITAL MANAGEMENT, LP

Q2 2024 13F Holdings

  • Location
    houston, TX
  • Num holdings

    37

  • Value ($000)

    $280,314

  • Date Filed
    08/12/2024
  • Form type
    13F-HR
  • CIK
    0001767809
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BTU
BTU

PEABODY ENERGY CORP

COM
$48.05 M
17 %

2,126,284

ASTL
ASTL

ALGOMA STL GROUP INC

COM
$43.43 M
16 %

4,977,609

MPC
MPC

MARATHON PETE CORP

COM
$35.74 M
13 %

215,618

---

FERROGLOBE PLC

SHS
$18.03 M
6 %

3,133,022

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$15.37 M
6 %

30,169

PSX
PSX

PHILLIPS 66

COM
$14.97 M
5 %

107,400

PARR
PARR

PAR PAC HOLDINGS INC

COM NEW
$13.10 M
5 %

559,277

XLE
XLE

SELECT SECTOR SPDR TR

ENERGY
$10.70 M
4 %

116,558

VTLE
VTLE

VITAL ENERGY INC

COM
$10.44 M
4 %

231,500

SBOW
SBOW

SILVERBOW RES INC

COM
$9.22 M
3 %

243,264

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