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| Name: |
Thomist Capital Management LP |
| City: |
Houston |
| State: |
TX |
| Zip: |
77046 |
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data |
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| Holdings
Found :
9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BTU |
Peabody Energy Corp |
1 |
- |
$22.31 |
$49,121,000 |
2,024,769 |
20.56% |
40,573,000 |
1,677,448 |
1.585 |
Industrial Metals & M... |
|
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ASTL |
Algoma Steel Group Ord Shs |
2 |
- |
$0.00 |
$42,514,000 |
5,007,597 |
17.79% |
17,194,000 |
2,508,133 |
4.468 |
N/A |
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MPC |
Marathon Petroleum Corp |
3 |
- |
$177.86 |
$21,318,000 |
105,796 |
8.92% |
16,821,000 |
75,177 |
0.016 |
Oil & Gas Refining, P... |
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SBOW |
SilverBow Resources Inc |
4 |
- |
$32.43 |
$18,129,000 |
531,020 |
7.59% |
18,129,000 |
531,020 |
2.088 |
Independent Oil & Gas |
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VOO |
Vanguard S&P 500 Etf |
5 |
- |
$478.77 |
$13,938,000 |
28,996 |
5.83% |
8,901,000 |
17,496 |
0.003 |
Closed - End Fund - E... |
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PARR |
PAR Petroleum Corp |
6 |
- |
$28.65 |
$13,818,000 |
372,866 |
5.78% |
8,878,000 |
237,844 |
0.619 |
Independent Oil & Gas |
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GSM |
Ferroglobe PLC |
11 |
- |
$5.45 |
$6,017,000 |
1,208,143 |
2.52% |
3,098,000 |
773,831 |
0.714 |
Industrial Metals & M... |
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CF |
CF Industries Holdings Inc |
12 |
- |
$74.26 |
$4,926,000 |
59,200 |
2.06% |
808,000 |
7,500 |
0.028 |
Basic Materials Whole... |
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CRGY |
Crescent Energy Co |
20 |
- |
$0.00 |
$3,024,000 |
254,154 |
1.27% |
3,024,000 |
254,154 |
0.277 |
N/A |
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