Stock Taper 
THOMIST CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Controladora Vuela Compañía de Aviación, S.A.B. de C.V. | VLRS | 1.75M | $16.44M |
 DHT Holdings, Inc. | DHT | 1.39M | $22.96M |
 Green Plains Inc. | GPRE | 1.27M | $19.54M |
 Hudbay Minerals Inc. | HBM | 734.23K | $17.31M |
 Darling Ingredients Inc. | DAR | 566.09K | $30.92M |
 Peabody Energy Corporation | BTU | 422.43K | $9.77M |
 Iamgold Corporation | IAG | 404.36K | $6.41M |
 Core Natural Resources, Inc. | CNR | 266.53K | $21.33M |
 Delek US Holdings, Inc. | DK | 202.3K | $10.28M |
 American Airlines Group Inc. | AAL | 195.02K | $3.52M |
 HMH Holding Inc. Class A Common Stock | HMH | 158.16K | $2.96M |
 The Chemours Company | CC | 142.9K | $2.93M |
 Okeanis Eco Tankers Corp. | ECO | 133.92K | $6.71M |
 HF Sinclair Corporation | DINO | 97.06K | $6.76M |
 Westlake Corporation | WLK | 96.2K | $7.02M |
 CVR Energy, Inc. | CVI | 93.33K | $2.57M |
 Keel Infrastructure Corp. | KEEL | 82.8K | $475.27K |
 Matador Resources Company | MTDR | 80.2K | $3.99M |
 EagleRock Land LLC | EROK | 70K | $1.49M |
 Par Pacific Holdings, Inc. | PARR | 66.06K | $3.7M |