THOMIST CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EVLV | 17K | $137.46K |
 | RYAAY | 14K | $823.22K |
 | APLD | 14K | $310.10K |
 | DOOO | 14K | $844.59K |
 | NCLH | 13K | $314.52K |
 | GPOR | 11K | $2.04M |
 | WBI | 10K | $245.20K |
 | RGR | 9K | $384.93K |
 | THO | 9K | $923.56K |
 | SKYW | 6K | $558.31K |
 | SPHR | 5K | $309.98K |
 | CPA | 5K | $581.29K |
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
17K
Value
$137.46K
Ryanair Holdings plc
RYAAY
Shares Held
14K
Value
$823.22K
Applied Digital Corporation
APLD
Shares Held
14K
Value
$310.10K
BRP Inc.
DOOO
Shares Held
14K
Value
$844.59K
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
13K
Value
$314.52K
Gulfport Energy Corporation
GPOR
Shares Held
11K
Value
$2.04M
WaterBridge Infrastructure LLC
WBI
Shares Held
10K
Value
$245.20K
Sturm, Ruger & Company, Inc.
RGR
Shares Held
9K
Value
$384.93K
Thor Industries, Inc.
THO
Shares Held
9K
Value
$923.56K
SkyWest, Inc.
SKYW
Shares Held
6K
Value
$558.31K
Sphere Entertainment Co.
SPHR
Shares Held
5K
Value
$309.98K
Copa Holdings, S.A.
CPA
Shares Held
5K
Value
$581.29K