The Analysis of THOMIST CAPITAL MANAGEMENT, LP's Holdings
Currently, THOMIST CAPITAL MANAGEMENT, LP holds 58 types of securities in its portfolio with a total value $366.6M. In the most recent quarter, they have increased their positions in SDRL (+1.8M shares, valued at $63.4M), SOC (+1.8M shares, valued at $21.3M), N/A (+234.0K shares, valued at $20.7M); initiated new positions in SDRL (+1.8M shares, valued at $63.4M), SOC (+1.8M shares, valued at $21.3M), N/A (+234.0K shares, valued at $20.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SDRL SEADRILL LTD1.8M sharesnew addition2025-12-312026-02-13
SOC SABLE OFFSHORE CORP1.8M sharesnew addition2025-12-312026-02-13 MPC MARATHON PETE CORP96.1K sharesnew addition2025-12-312026-02-13 AMPY AMPLIFY ENERGY CORP NEW3.1M sharesnew addition2025-12-312026-02-13 NUE NUCOR CORP86.5K sharesnew addition2025-12-312026-02-13 DINO HF SINCLAIR CORP308.1K sharesnew addition2025-12-312026-02-13 DAR DARLING INGREDIENTS INC360.8K sharesnew addition2025-12-312026-02-13 HBM HUDBAY MINERALS INC599.6K sharesnew addition2025-12-312026-02-13 OLN OLIN CORP505.8K sharesnew addition2025-12-312026-02-13 LINDE PLC LINDE PLC24.4K sharesnew addition2025-12-312026-02-13 SM SM ENERGY CO552.9K sharesnew addition2025-12-312026-02-13 BTE BAYTEX ENERGY CORP3.0M sharesnew addition2025-12-312026-02-13 VLRS CONTROLADORA VUELA COMP DE A1.0M sharesnew addition2025-12-312026-02-13 WLK WESTLAKE CORPORATION111.9K sharesnew addition2025-12-312026-02-13 IAG IAMGOLD CORP493.6K sharesnew addition2025-12-312026-02-13 SNCY SUN CTRY AIRLS HLDGS INC555.9K sharesnew addition2025-12-312026-02-13 GPRE GREEN PLAINS INC747.2K sharesnew addition2025-12-312026-02-13 GSM FERROGLOBE PLC1.5M sharesnew addition2025-12-312026-02-13 PSX PHILLIPS 6638.9K sharesnew addition2025-12-312026-02-13 CVI CVR ENERGY INC199.2K sharesnew addition2025-12-312026-02-13 GLD SPDR GOLD TR12.2K sharesnew addition2025-12-312026-02-13 LUV SOUTHWEST AIRLS CO102.9K sharesnew addition2025-12-312026-02-13 KRE SPDR SERIES TRUST62.5K sharesnew addition2025-12-312026-02-13 CENX CENTURY ALUM CO100.0K sharesnew addition2025-12-312026-02-13 AESI ATLAS ENERGY SOLUTIONS INC407.3K sharesnew addition2025-12-312026-02-13 VTWO VANGUARD SCOTTSDALE FDS35.7K sharesnew addition2025-12-312026-02-13 INR INFINITY NAT RES INC202.8K sharesnew addition2025-12-312026-02-13 BUNGE GLOBAL SA BUNGE GLOBAL SA33.6K sharesnew addition2025-12-312026-02-13 CC CHEMOURS CO245.4K sharesnew addition2025-12-312026-02-13 LBRT LIBERTY ENERGY INC117.7K sharesnew addition2025-12-312026-02-13 OIS OIL STS INTL INC288.1K sharesnew addition2025-12-312026-02-13 WGO WINNEBAGO INDS INC46.7K sharesnew addition2025-12-312026-02-13 THO THOR INDS INC18.4K sharesnew addition2025-12-312026-02-13 SLV ISHARES SILVER TR26.1K sharesnew addition2025-12-312026-02-13 PII POLARIS INC25.0K sharesnew addition2025-12-312026-02-13 CWH CAMPING WORLD HLDGS INC164.0K sharesnew addition2025-12-312026-02-13 CPA COPA HOLDINGS SA11.7K sharesnew addition2025-12-312026-02-13 SPHR SPHERE ENTERTAINMENT CO14.3K sharesnew addition2025-12-312026-02-13 ALB ALBEMARLE CORP8.5K sharesnew addition2025-12-312026-02-13 UAL UNITED AIRLS HLDGS INC9.7K sharesnew addition2025-12-312026-02-13 IGV ISHARES TR9.3K sharesnew addition2025-12-312026-02-13 RGR STURM RUGER & CO INC22.9K sharesnew addition2025-12-312026-02-13 HUT 8 CORP HUT 8 CORP13.6K sharesnew addition2025-12-312026-02-13 CRWV COREWEAVE INC7.4K sharesnew addition2025-12-312026-02-13 APLD APPLIED DIGITAL CORP21.7K sharesnew addition2025-12-312026-02-13 ORCL ORACLE CORP2.6K sharesnew addition2025-12-312026-02-13 AAL AMERICAN AIRLS GROUP INC31.6K sharesnew addition2025-12-312026-02-13 SKYW SKYWEST INC4.7K sharesnew addition2025-12-312026-02-13 VIK VIKING HOLDINGS LTD5.7K sharesnew addition2025-12-312026-02-13 NCLH NORWEGIAN CRUISE LINE HLDG L14.8K sharesnew addition2025-12-312026-02-13 EVEX EVE HLDG INC80.9K sharesnew addition2025-12-312026-02-13 PARR PAR PAC HOLDINGS INC8.4K sharesnew addition2025-12-312026-02-13 LIND LINDBLAD EXPEDITIONS HLDGS I19.8K sharesnew addition2025-12-312026-02-13 EVLV EVOLV TECHNOLOGIES HLDNGS IN34.1K sharesnew addition2025-12-312026-02-13 MTN VAIL RESORTS INC1.7K sharesnew addition2025-12-312026-02-13 Call Option Holdings
Put Option Holdings
No put option holdings data available