Stock Taper 
THOMIST CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 830 | $958.06K |
 Cerebras Systems Inc. | CBRS | 2.7K | $596.7K |
 Hut 8 Corp. | HUT | 21.18K | $2.45M |
 Bitdeer Technologies Group | BTDR | 28.7K | $455.47K |
 Ryanair Holdings plc | RYAAY | 34.37K | $2.23M |
 Riot Platforms, Inc. | RIOT | 36.6K | $1M |
 United Airlines Holdings, Inc. | UAL | 36.99K | $5.03M |
 PPG Industries, Inc. | PPG | 45.1K | $5.47M |
 Sable Offshore Corp. | SOC | 59.79K | $184.17K |
 Par Pacific Holdings, Inc. | PARR | 66.06K | $3.7M |
 EagleRock Land LLC | EROK | 70K | $1.49M |
 Matador Resources Company | MTDR | 80.2K | $3.99M |
 Keel Infrastructure Corp. | KEEL | 82.8K | $475.27K |
 CVR Energy, Inc. | CVI | 93.33K | $2.57M |
 Westlake Corporation | WLK | 96.2K | $7.02M |
 HF Sinclair Corporation | DINO | 97.06K | $6.76M |
 Okeanis Eco Tankers Corp. | ECO | 133.92K | $6.71M |
 The Chemours Company | CC | 142.9K | $2.93M |
 HMH Holding Inc. Class A Common Stock | HMH | 158.16K | $2.96M |
 American Airlines Group Inc. | AAL | 195.02K | $3.52M |