THOMIST CAPITAL MANAGEMENT, LP
Q4 2024 13F Holdings
- Locationhouston, TX
- Num holdings
50
- Value ($000)
$384,635
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001767809
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
STEEL DYNAMICS INC | COM | 858119100 | $34.80M | 9 % | 305,700 | ||
ASTL ALGOMA STL GROUP INC | COM | 015658107 | $33.82M | 9 % | 3,497,531 | ||
WARRIOR MET COAL INC | CALL | 93627C901 | $32.16M | 8 % | 588,900 | call | |
SEADRILL 2021 LTD | COM | G7997W102 | $26.86M | 7 % | 700,448 | ||
CHRD CHORD ENERGY CORPORATION | COM NEW | 674215207 | $18.45M | 5 % | 161,300 | ||
DAR DARLING INGREDIENTS INC | COM | 237266101 | $17.19M | 5 % | 520,354 | ||
NUCOR CORP | CALL | 670346905 | $16.93M | 4 % | 146,100 | call | |
NUE NUCOR CORP | COM | 670346105 | $16.67M | 4 % | 143,700 | ||
PSX PHILLIPS 66 | COM | 718546104 | $16.63M | 4 % | 148,500 | ||
STEEL DYNAMICS INC | CALL | 858119900 | $15.88M | 4 % | 139,600 | call |
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