THOMIST CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VLRS | 1.54M | $11.14M |
 | GSM | 1.08M | $4.47M |
 | KOS | 927K | $2.58M |
 | ODV | 790K | $2.57M |
 | DINO | 566K | $35.32M |
 | SSRM | 549K | $16.14M |
 | PR | 511K | $10.90M |
 | CWH | 457K | $3.12M |
 | DK | 373K | $16.81M |
 | NAT | 339K | $1.99M |
 | LUV | 288K | $10.82M |
 | DHT | 242K | $4.42M |
 | BTU | 232K | $7.63M |
 | CNR | 225K | $23.54M |
 | HOG | 141K | $2.84M |
 | OLN | 134K | $3.98M |
 | AMPY | 131K | $816.45K |
 | STLD | 105K | $18.95M |
 | FF | 95K | $365.30K |
 | EMN | 85K | $6.46M |
Controladora Vuela Compañía de Aviación, S.A.B. de C.V.
VLRS
Shares Held
1.54M
Value
$11.14M
Ferroglobe PLC
GSM
Shares Held
1.08M
Value
$4.47M
Kosmos Energy Ltd.
KOS
Shares Held
927K
Value
$2.58M
Osisko Development Corp.
ODV
Shares Held
790K
Value
$2.57M
HF Sinclair Corporation
DINO
Shares Held
566K
Value
$35.32M
SSR Mining Inc.
SSRM
Shares Held
549K
Value
$16.14M
Permian Resources Corporation
PR
Shares Held
511K
Value
$10.90M
Camping World Holdings, Inc.
CWH
Shares Held
457K
Value
$3.12M
Delek US Holdings, Inc.
DK
Shares Held
373K
Value
$16.81M
Nordic American Tankers Limited
NAT
Shares Held
339K
Value
$1.99M
Southwest Airlines Co.
LUV
Shares Held
288K
Value
$10.82M
DHT Holdings, Inc.
DHT
Shares Held
242K
Value
$4.42M
Peabody Energy Corporation
BTU
Shares Held
232K
Value
$7.63M
Core Natural Resources, Inc.
CNR
Shares Held
225K
Value
$23.54M
Harley-Davidson, Inc.
HOG
Shares Held
141K
Value
$2.84M
Olin Corporation
OLN
Shares Held
134K
Value
$3.98M
Amplify Energy Corp.
AMPY
Shares Held
131K
Value
$816.45K
Steel Dynamics, Inc.
STLD
Shares Held
105K
Value
$18.95M
FutureFuel Corp.
FF
Shares Held
95K
Value
$365.30K
Eastman Chemical Company
EMN
Shares Held
85K
Value
$6.46M