THOMIST CAPITAL MANAGEMENT, LP
Q1 2025 13F Holdings
- Locationhouston, TX
- Num holdings
38
- Value ($000)
$253,723
- Date Filed05/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SEADRILL LTD | COM | G7997W102 | $40.67 M | 16 % | 1,611,825 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $19.11 M | 8 % | 34,400 | ||
DINO HF SINCLAIR CORP | COM | 403949100 | $18.13 M | 7 % | 548,434 | ||
SOC SABLE OFFSHORE CORP | COM SHS | 78574H104 | $15.33 M | 6 % | 591,500 | ||
HBM HUDBAY MINERALS INC | COM | 443628102 | $12.96 M | 5 % | 1,684,700 | ||
SOC SABLE OFFSHORE CORP | COM SHS | 78574H104 | $9.85 M | 4 % | 500,000 | call | |
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $9.36 M | 4 % | 32,940 | ||
DAR DARLING INGREDIENTS INC | COM | 237266101 | $9.17 M | 4 % | 290,600 | ||
GPOR GULFPORT ENERGY CORP | COMMON SHARES | 402635502 | $8.16 M | 3 % | 44,566 | ||
CTVA CORTEVA INC | COM | 22052L104 | $7.92 M | 3 % | 129,700 |
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