THOMIST CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SDRL | 1.84M | $63.39M |
 | VLRS | 1.01M | $8.92M |
 | GPRE | 747K | $7.27M |
 | HBM | 600K | $11.93M |
 | SNCY | 556K | $8.00M |
 | SM | 553K | $10.38M |
 | AESI | 407K | $3.90M |
 | DAR | 361K | $13.17M |
 | B | 331K | $14.63M |
 | OIS | 288K | $1.98M |
 | CNR | 234K | $20.74M |
 | CWH | 164K | $1.60M |
 | WLK | 112K | $8.36M |
 | LUV | 103K | $4.25M |
 | MPC | 96K | $15.72M |
 | NUE | 87K | $14.26M |
 | EVEX | 81K | $322.36K |
 | BG | 34K | $3.01M |
 | LIN | 24K | $10.43M |
 | RGR | 23K | $746.04K |
Seadrill Limited
SDRL
Shares Held
1.84M
Value
$63.39M
Controladora Vuela Compañía de Aviación, S.A.B. de C.V.
VLRS
Shares Held
1.01M
Value
$8.92M
Green Plains Inc.
GPRE
Shares Held
747K
Value
$7.27M
Hudbay Minerals Inc.
HBM
Shares Held
600K
Value
$11.93M
Sun Country Airlines Holdings, Inc.
SNCY
Shares Held
556K
Value
$8.00M
SM Energy Company
SM
Shares Held
553K
Value
$10.38M
Atlas Energy Solutions Inc.
AESI
Shares Held
407K
Value
$3.90M
Darling Ingredients Inc.
DAR
Shares Held
361K
Value
$13.17M
Barrick Mining Corporation
B
Shares Held
331K
Value
$14.63M
Oil States International, Inc.
OIS
Shares Held
288K
Value
$1.98M
Core Natural Resources, Inc.
CNR
Shares Held
234K
Value
$20.74M
Camping World Holdings, Inc.
CWH
Shares Held
164K
Value
$1.60M
Westlake Corporation
WLK
Shares Held
112K
Value
$8.36M
Southwest Airlines Co.
LUV
Shares Held
103K
Value
$4.25M
Marathon Petroleum Corporation
MPC
Shares Held
96K
Value
$15.72M
Nucor Corporation
NUE
Shares Held
87K
Value
$14.26M
Eve Holding, Inc.
EVEX
Shares Held
81K
Value
$322.36K
Bunge Global S.A.
BG
Shares Held
34K
Value
$3.01M
Linde plc
LIN
Shares Held
24K
Value
$10.43M
Sturm, Ruger & Company, Inc.
RGR
Shares Held
23K
Value
$746.04K