THOMIST CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GSM | 1.49M | $6.50M |
 | SDRL | 1.27M | $38.74M |
 | IAG | 1.05M | $13.47M |
 | VLRS | 972K | $6.63M |
 | DAR | 667K | $20.45M |
 | OLN | 623K | $15.24M |
 | SGML | 570K | $3.88M |
 | DINO | 312K | $16.39M |
 | BG | 267K | $21.98M |
 | BTU | 248K | $6.64M |
 | B | 203K | $6.73M |
 | RIO | 174K | $11.50M |
 | TSN | 131K | $7.11M |
 | ADM | 127K | $7.68M |
 | RRC | 116K | $4.33M |
 | VLO | 115K | $19.78M |
 | GPRE | 104K | $949.77K |
 | CENX | 84K | $2.47M |
 | CWH | 77K | $1.25M |
 | AR | 65K | $2.18M |
Ferroglobe PLC
GSM
Shares Held
1.49M
Value
$6.50M
Seadrill Limited
SDRL
Shares Held
1.27M
Value
$38.74M
IAMGOLD Corporation
IAG
Shares Held
1.05M
Value
$13.47M
Controladora Vuela Compañía de Aviación, S.A.B. de C.V.
VLRS
Shares Held
972K
Value
$6.63M
Darling Ingredients Inc.
DAR
Shares Held
667K
Value
$20.45M
Olin Corporation
OLN
Shares Held
623K
Value
$15.24M
Sigma Lithium Corporation
SGML
Shares Held
570K
Value
$3.88M
HF Sinclair Corporation
DINO
Shares Held
312K
Value
$16.39M
Bunge Global S.A.
BG
Shares Held
267K
Value
$21.98M
Peabody Energy Corporation
BTU
Shares Held
248K
Value
$6.64M
Barrick Mining Corporation
B
Shares Held
203K
Value
$6.73M
Rio Tinto Group
RIO
Shares Held
174K
Value
$11.50M
Tyson Foods, Inc.
TSN
Shares Held
131K
Value
$7.11M
Archer-Daniels-Midland Company
ADM
Shares Held
127K
Value
$7.68M
Range Resources Corporation
RRC
Shares Held
116K
Value
$4.33M
Valero Energy Corporation
VLO
Shares Held
115K
Value
$19.78M
Green Plains Inc.
GPRE
Shares Held
104K
Value
$949.77K
Century Aluminum Company
CENX
Shares Held
84K
Value
$2.47M
Camping World Holdings, Inc.
CWH
Shares Held
77K
Value
$1.25M
Antero Resources Corporation
AR
Shares Held
65K
Value
$2.18M