THOMIST CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CIVI | 61K | $2.04M |
 | INVX | 61K | $1.12M |
 | SD | 59K | $666.00K |
 | HOG | 58K | $1.65M |
 | LUV | 55K | $1.81M |
 | PARR | 54K | $1.94M |
 | SCCO | 49K | $5.90M |
 | EVEX | 49K | $189.04K |
 | WLK | 46K | $3.56M |
 | STLD | 45K | $6.22M |
 | EXE | 42K | $4.48M |
 | EQT | 39K | $2.11M |
 | WGO | 34K | $1.16M |
 | SNCY | 28K | $338.75K |
 | PII | 23K | $1.39M |
 | AMZN | 23K | $5.09M |
 | CMC | 23K | $1.29M |
 | SHW | 19K | $6.41M |
 | LTM | 18K | $801.24K |
 | NUE | 18K | $2.44M |
Civitas Resources, Inc.
CIVI
Shares Held
61K
Value
$2.04M
Innovex International, Inc.
INVX
Shares Held
61K
Value
$1.12M
SandRidge Energy, Inc.
SD
Shares Held
59K
Value
$666.00K
Harley-Davidson, Inc.
HOG
Shares Held
58K
Value
$1.65M
Southwest Airlines Co.
LUV
Shares Held
55K
Value
$1.81M
Par Pacific Holdings, Inc.
PARR
Shares Held
54K
Value
$1.94M
Southern Copper Corporation
SCCO
Shares Held
49K
Value
$5.90M
Eve Holding, Inc.
EVEX
Shares Held
49K
Value
$189.04K
Westlake Corporation
WLK
Shares Held
46K
Value
$3.56M
Steel Dynamics, Inc.
STLD
Shares Held
45K
Value
$6.22M
Expand Energy Corporation
EXE
Shares Held
42K
Value
$4.48M
EQT Corporation
EQT
Shares Held
39K
Value
$2.11M
Winnebago Industries, Inc.
WGO
Shares Held
34K
Value
$1.16M
Sun Country Airlines Holdings, Inc.
SNCY
Shares Held
28K
Value
$338.75K
Polaris Inc.
PII
Shares Held
23K
Value
$1.39M
Amazon.com, Inc.
AMZN
Shares Held
23K
Value
$5.09M
Commercial Metals Company
CMC
Shares Held
23K
Value
$1.29M
The Sherwin-Williams Company
SHW
Shares Held
19K
Value
$6.41M
LATAM Airlines Group S.A.
LTM
Shares Held
18K
Value
$801.24K
Nucor Corporation
NUE
Shares Held
18K
Value
$2.44M