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Name: |
Thomist Capital Management LP |
City: |
Houston |
State: |
TX |
Zip: |
77046 |
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Holdings
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37 |
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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 |
- |
$22.49 |
$49,121,000 |
2,024,769 |
20.56% |
40,573,000 |
1,677,448 |
1.585 |
Industrial Metals & M... |
|
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 |
|
MPC |
Marathon Petroleum Corp |
3 |
- |
$174.51 |
$21,318,000 |
105,796 |
8.92% |
16,821,000 |
75,177 |
0.016 |
Oil & Gas Refining, P... |
|
SBOW |
SilverBow Resources Inc |
4 |
- |
$32.55 |
$18,129,000 |
531,020 |
7.59% |
18,129,000 |
531,020 |
2.088 |
Independent Oil & Gas |
|
VOO |
Vanguard S&P 500 Etf |
5 |
- |
$481.04 |
$13,938,000 |
28,996 |
5.83% |
8,901,000 |
17,496 |
0.003 |
Closed - End Fund - E... |
|
PARR |
PAR Petroleum Corp |
6 |
- |
$28.36 |
$13,818,000 |
372,866 |
5.78% |
8,878,000 |
237,844 |
0.619 |
Independent Oil & Gas |
|
XLE |
SPDR Energy Sector |
7 |
- |
$93.70 |
$9,592,000 |
101,600 |
4.01% |
-4,727,000 |
-68,800 |
0.003 |
Closed - End Fund - E... |
|
SGML |
Sigma Lithium Ord Shs |
8 |
- |
$17.94 |
$8,488,000 |
654,959 |
3.55% |
-13,944,000 |
-50,903 |
0.75 |
N/A |
|
FCX |
Freeport McMoRan Copper & G... |
9 |
- |
$53.48 |
$6,301,000 |
134,000 |
2.64% |
-8,425,000 |
-208,300 |
0.009 |
Copper |
|
TCK |
Teck Resources Ltd |
10 |
- |
$52.54 |
$6,284,000 |
137,258 |
2.63% |
-11,106,000 |
-270,759 |
0.024 |
Industrial Metals & M... |
|
GSM |
Ferroglobe PLC |
11 |
- |
$5.58 |
$6,017,000 |
1,208,143 |
2.52% |
3,098,000 |
773,831 |
0.714 |
Industrial Metals & M... |
|
CF |
CF Industries Holdings Inc |
12 |
- |
$74.38 |
$4,926,000 |
59,200 |
2.06% |
808,000 |
7,500 |
0.028 |
Basic Materials Whole... |
|
DOW |
DOW Inc |
13 |
New |
$59.65 |
$4,049,000 |
69,900 |
1.69% |
4,049,000 |
69,900 |
0.009 |
Diversified Chemicals |
|
BTE |
Baytex Energy Trust |
14 |
- |
$3.43 |
$3,788,000 |
1,043,500 |
1.59% |
-527,000 |
-567,930 |
0.186 |
Diversified Investments |
|
MOS |
Mosaic Co |
15 |
New |
$30.08 |
$3,405,000 |
104,900 |
1.43% |
3,405,000 |
104,900 |
0.028 |
Agricultural & Fertil... |
|
ADM |
Archer Daniels Midland Co |
16 |
- |
$61.67 |
$3,352,000 |
53,362 |
1.4% |
-2,849,000 |
-32,438 |
0.01 |
Food - Major Diversified |
|
LAAC |
Lithium Americas Argentina ... |
17 |
New |
$16.19 |
$3,249,000 |
602,785 |
1.36% |
3,249,000 |
602,785 |
0.376 |
N/A |
|
PBF |
PBF Energy Inc |
18 |
- |
$48.33 |
$3,237,000 |
56,227 |
1.35% |
440,000 |
-6,973 |
0.047 |
Oil & Gas Refining, P... |
|
CTVA |
Corteva, Inc. |
19 |
New |
$57.55 |
$3,114,000 |
54,000 |
1.3% |
3,114,000 |
54,000 |
0.007 |
N/A |
|
CRGY |
Crescent Energy Co |
20 |
- |
$0.00 |
$3,024,000 |
254,154 |
1.27% |
3,024,000 |
254,154 |
0.277 |
N/A |
|
ATLX |
Atlas Lithium Ord Shs |
21 |
- |
$0.00 |
$2,733,000 |
160,592 |
1.14% |
-3,615,000 |
-29,683 |
1.497 |
N/A |
|
VLO |
Valero Energy Corp |
22 |
- |
$155.93 |
$2,612,000 |
15,300 |
1.09% |
-1,889,000 |
-19,300 |
0.004 |
Oil & Gas Refining, P... |
|
NTR |
Nutrien Ltd |
23 |
New |
$57.50 |
$1,982,000 |
36,500 |
0.83% |
1,982,000 |
36,500 |
0.006 |
N/A |
|
GEVO |
Gevo Inc |
24 |
New |
$0.73 |
$1,833,000 |
2,384,280 |
0.77% |
1,833,000 |
2,384,280 |
1.993 |
Diversified Chemicals |
|
CHK |
Chesapeake Energy Corp |
25 |
New |
$90.81 |
$1,492,000 |
16,800 |
0.62% |
1,492,000 |
16,800 |
0.013 |
Independent Oil & Gas |
|
TSE |
Trinseo S.a. |
26 |
- |
$56.56 |
$626,000 |
165,715 |
0.26% |
-1,256,000 |
-50,115 |
0.433 |
N/A |
|
GDX |
VanEck Vectors Gold Miners ETF |
29 |
Closed |
$34.07 |
$0 |
0 |
0% |
-4,838,000 |
-155,200 |
0 |
Closed - End Fund - E... |
|
TALO |
Talos Energy Inc. |
37 |
Closed |
$12.28 |
$0 |
0 |
0% |
-2,952,000 |
-206,000 |
0 |
N/A |
|
ARCH |
Arch Resources |
35 |
Closed |
$28.45 |
$0 |
0 |
0% |
-4,259,000 |
-25,551 |
0 |
Industrial Metals & M... |
|
AMR |
Alpha Metallurgical Resourc... |
28 |
Closed |
$50.08 |
$0 |
0 |
0% |
-2,500,000 |
-7,198 |
0 |
N/A |
|
GLD |
streetTRACKS Gold Trust |
36 |
Closed |
$218.09 |
$0 |
0 |
0% |
-4,959,000 |
-25,900 |
0 |
Closed - End Fund - E... |
|
NXE |
NexGen Energy Ltd |
34 |
Closed |
$7.21 |
$0 |
0 |
0% |
-1,706,000 |
-250,000 |
0 |
N/A |
|
RIO |
Rio Tinto Plc (ADR) |
27 |
Closed |
$69.69 |
$0 |
0 |
0% |
-15,094,000 |
-202,500 |
0 |
Gold |
|
MUR |
Murphy Oil Corp |
33 |
Closed |
$43.93 |
$0 |
0 |
0% |
-16,728,000 |
-388,302 |
0 |
Oil & Gas Refining, P... |
|
TAN |
Invesco Solar ETF |
32 |
Closed |
$43.77 |
$0 |
0 |
0% |
-5,628,000 |
-103,800 |
0 |
Closed - End Fund - E... |
|
DINO |
Hf Sinclair Corp |
31 |
Closed |
$56.90 |
$0 |
0 |
0% |
-6,633,000 |
-119,300 |
0 |
N/A |
|
COP |
ConocoPhillips |
30 |
Closed |
$121.04 |
$0 |
0 |
0% |
-10,718,000 |
-92,000 |
0 |
Integrated Oil & Gas |
|