CIK 1767809
THOMIST CAPITAL MANAGEMENT, LP
Institutional 13F holdings & portfolio
Holdings
65
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 65
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SDRL | SEADRILL LTD | 1.8M | $1M+ | SH |
| — | SPDR S&P 500 ETF TR | 50K | $1M+ | SH (Call) |
| — | ORACLE CORP | 147K | $1M+ | SH (Call) |
| — | SPDR SERIES TRUST | 349K | $1M+ | SH (Call) |
| SOC | SABLE OFFSHORE CORP | 1.8M | $1M+ | SH |
| CNR | CORE NATURAL RESOURCES INC | 234K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 96K | $1M+ | SH |
| B | BARRICK MNG CORP | 331K | $1M+ | SH |
| AMPY | AMPLIFY ENERGY CORP NEW | 3.1M | $1M+ | SH |
| NUE | NUCOR CORP | 87K | $1M+ | SH |
| DINO | HF SINCLAIR CORP | 308K | $1M+ | SH |
| DAR | DARLING INGREDIENTS INC | 361K | $1M+ | SH |
| HBM | HUDBAY MINERALS INC | 600K | $1M+ | SH |
| OLN | OLIN CORP | 506K | $1M+ | SH |
| LIN | LINDE PLC | 24K | $1M+ | SH |
| SM | SM ENERGY CO | 553K | $1M+ | SH |
| BTE | BAYTEX ENERGY CORP | 3.0M | $1M+ | SH |
| — | ISHARES BITCOIN TRUST ETF | 180K | $1M+ | SH (Call) |
| VLRS | CONTROLADORA VUELA COMP DE A | 1.0M | $1M+ | SH |
| WLK | WESTLAKE CORPORATION | 112K | $1M+ | SH |
| IAG | IAMGOLD CORP | 494K | $1M+ | SH |
| SNCY | SUN CTRY AIRLS HLDGS INC | 556K | $1M+ | SH |
| GPRE | GREEN PLAINS INC | 747K | $1M+ | SH |
| GSM | FERROGLOBE PLC | 1.5M | $1M+ | SH |
| — | ADVANCED MICRO DEVICES INC | 30K | $1M+ | SH (Call) |
| KRSP.U | RICE ACQUISITION CORP 3 | 500K | $1M+ | SH |
| PSX | PHILLIPS 66 | 39K | $1M+ | SH |
| CVI | CVR ENERGY INC | 199K | $1M+ | SH |
| GLD | SPDR GOLD TR | 12K | $1M+ | SH |
| LUV | SOUTHWEST AIRLS CO | 103K | $1M+ | SH |
| KRE | SPDR SERIES TRUST | 63K | $1M+ | SH |
| CENX | CENTURY ALUM CO | 100K | $1M+ | SH |
| AESI | ATLAS ENERGY SOLUTIONS INC | 407K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 36K | $1M+ | SH |
| — | ATLAS ENERGY SOLUTIONS INC | 350K | $1M+ | SH (Call) |
| INR | INFINITY NAT RES INC | 203K | $1M+ | SH |
| BG | BUNGE GLOBAL SA | 34K | $1M+ | SH |
| CC | CHEMOURS CO | 245K | $1M+ | SH |
| LBRT | LIBERTY ENERGY INC | 118K | $1M+ | SH |
| OIS | OIL STS INTL INC | 288K | $1M+ | SH |
| WGO | WINNEBAGO INDS INC | 47K | $1M+ | SH |
| THO | THOR INDS INC | 18K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 26K | $1M+ | SH |
| PII | POLARIS INC | 25K | $1M+ | SH |
| CWH | CAMPING WORLD HLDGS INC | 164K | $1M+ | SH |
| CPA | COPA HOLDINGS SA | 12K | $1M+ | SH |
| SPHR | SPHERE ENTERTAINMENT CO | 14K | $1M+ | SH |
| ALB | ALBEMARLE CORP | 9K | $1M+ | SH |
| UAL | UNITED AIRLS HLDGS INC | 10K | $1M+ | SH |
| IGV | ISHARES TR | 9K | $500K+ | SH |