Thomist Capital Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Thomist Capital Management, LP disclosed 39 US equity positions worth $271.2m in its Q2 2026 13F filing. The largest position was DAR at 11.4% of the reported book, followed by ARIS and DHT. Against the Q1 2026 filing, it opened 21 new positions, added to 11 and reduced 7 among the top 39 holdings.
What did Thomist Capital Management, LP own in Q2 2026? Top 39 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 11.4% | $30.9m | 566,094 | – | new |
| 2 | ARIS ARIS MINING CORPORATION | Basic Materials | 9.6% | $26.1m | 1,751,221 | 53% | added |
| 3 | DHT DHT HOLDINGS INC | Energy | 8.5% | $23.0m | 1,389,095 | 475% | added |
| 4 | CNR CORE NATURAL RESOURCES INC | Energy | 7.9% | $21.3m | 266,532 | 19% | added |
| 5 | GPRE GREEN PLAINS INC | Basic Materials | 7.2% | $19.5m | 1,270,612 | – | new |
| 6 | HBM HUDBAY MINERALS INC | Basic Materials | 6.4% | $17.3m | 734,227 | – | new |
| 7 | VLRS CONTROLADORA VUELA COMP DE A | Industrials | 6.1% | $16.4m | 1,754,714 | 14% | added |
| 8 | FRO FRONTLINE PLC | Energy | 4.7% | $12.9m | 369,740 | – | new |
| 9 | DK DELEK US HLDGS INC NEW | Energy | 3.8% | $10.3m | 202,300 | -46% | reduced |
| 10 | BTU PEABODY ENGR CORP | Energy | 3.6% | $9.8m | 422,432 | 82% | added |
| 11 | WLK WESTLAKE CORPORATION | Basic Materials | 2.6% | $7.0m | 96,200 | 32% | added |
| 12 | DINO HF SINCLAIR CORP | Energy | 2.5% | $6.8m | 97,063 | -83% | reduced |
| 13 | OKEANIS ECO TANKERS COR | 2.5% | $6.7m | 133,922 | 143% | added | |
| 14 | IAG IAMGOLD CORP | Basic Materials | 2.4% | $6.4m | 404,362 | – | new |
| 15 | RICE ACQUISITION CORP 3 | 2.1% | $5.7m | 531,645 | 5% | added | |
| 16 | PPG PPG INDS INC | Basic Materials | 2.0% | $5.5m | 45,100 | – | new |
| 17 | UAL UNITED AIRLS HLDGS INC | Industrials | 1.9% | $5.0m | 36,990 | – | new |
| 18 | TGB TREKOR METALS LTD | Basic Materials | 1.5% | $4.2m | 608,925 | – | new |
| 19 | MTDR MATADOR RES CO | Energy | 1.5% | $4.0m | 80,200 | – | new |
| 20 | PARR PAR PAC HOLDINGS INC | Energy | 1.4% | $3.7m | 66,060 | 48% | added |
| 21 | AAL AMERICAN AIRLINES GROUP INC | Industrials | 1.3% | $3.5m | 195,020 | – | new |
| 22 | HMH HLDG INC | 1.1% | $3.0m | 158,161 | – | new | |
| 23 | GSM FERROGLOBE PLC | Basic Materials | 1.1% | $2.9m | 922,217 | -15% | reduced |
| 24 | CC CHEMOURS CO | Basic Materials | 1.1% | $2.9m | 142,900 | – | new |
| 25 | CVI CVR ENERGY INC | Energy | 0.9% | $2.6m | 93,326 | – | new |
| 26 | HUT HUT 8 CORP | Financial Services | 0.9% | $2.4m | 21,185 | -28% | reduced |
| 27 | RYAAY RYANAIR HOLDINGS PLC | Industrials | 0.8% | $2.2m | 34,370 | -37% | reduced |
| 28 | RNGR RANGER ENERGY SVCS INC | 0.7% | $1.8m | 113,460 | 54% | added | |
| 29 | EROK EAGLEROCK LD LLC | 0.5% | $1.5m | 70,000 | – | new | |
| 30 | RIOT RIOT PLATFORMS INC | Financial Services | 0.4% | $1.0m | 36,600 | -46% | reduced |
| 31 | SLSR SOLARIS RES INC | 0.4% | $983.7k | 182,360 | 18% | added | |
| 32 | MU MICRON TECHNOLOGY INC | Technology | 0.4% | $958.1k | 830 | – | new |
| 33 | GREENLAND ENERGY CO | 0.2% | $608.3k | 276,500 | – | new | |
| 34 | CBRS CEREBRAS SYSTEMS INC | Technology | 0.2% | $596.7k | 2,700 | – | new |
| 35 | KEEL KEEL INFRASTRUCTURE CORP | Technology | 0.2% | $475.3k | 82,800 | – | new |
| 36 | BTDR BITDEER TECHNOLOGIES GROUP | Technology | 0.2% | $455.5k | 28,700 | – | new |
| 37 | FF FUTUREFUEL CORP | Basic Materials | 0.1% | $337.8k | 74,727 | -21% | reduced |
| 38 | GREENLAND ENERGY CO | 0.1% | $225.2k | 265,000 | – | new | |
| 39 | SOC SABLE OFFSHORE CORP | Energy | 0.1% | $184.2k | 59,794 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.