THOMIST CAPITAL MANAGEMENT, LP

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    houston, TX
  • CIK
    0001767809
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

50

$384.63M
STEEL DYNAMICS INC, ASTL, WARRIOR MET COAL INC, SEADRILL 2021 LTD
13F-HR
Feb 14, 2025
000142050625000485

29

$510.25M
BTU, PEABODY ENERGY CORP NEW, PSX, ASTL
13F-HR
Nov 14, 2024
000142050624002475

37

$280.31M
BTU, ASTL, MPC, FERROGLOBE PLC
13F-HR
Aug 12, 2024
000142050624001350

27

$243.46M
BTU, ASTL, MPC, SBOW
13F-HR
Apr 30, 2024
000142050624000662

28

$226.30M
ASTL, SGML, TECK/B, MUR
13F-HR
Feb 14, 2024
000142050624000449

25

$161.04M
SGML, ASTL, RIO, MPC
13F-HR
Nov 14, 2023
000142050623002150

22

$159.47M
SGML, VOO, ASTL, BTE
13F-HR
Aug 11, 2023
000142050623001461

20

$169.36M
SGML, PDCE, CHRD, BTU
13F-HR
May 15, 2023
000142050623001061

29

$203.02M
MPC, PDCE, MGY, FCX
13F-HR
Feb 9, 2023
000142050623000306

20

$133.79M
BTU, BUNGE LIMITED, PDCE, MPC
13F-HR
Oct 21, 2022
000142050622001892

22

$143.01M
PDCE, CHRD, PBF ENERGY INC, 1522985D
13F-HR
Aug 12, 2022
000142050622001585

17

$188.32M
VANGUARD INDEX FDS, CF INDS HLDGS INC, PBF, SM
13F-HR
May 13, 2022
000142050622000862

13

$101.76M
PDCE, CHRD, VLO, NOG
13F-HR
Feb 11, 2022
000142050622000268
Thomist Capital Management, Lp 13F Filings