13F HOLDINGS REPORT
Thomist Capital Management, LP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001420506-25-001091
Total Value
$253.7M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEADRILL LTD | SDRL | 1,611,825 | $40.7M | 16.03% |
| 2 | SPDR S&P 500 ETF TR | SPY | 34,400 | $19.1M | 7.53% |
| 3 | HF SINCLAIR CORP | DINO | 548,434 | $18.1M | 7.15% |
| 4 | SABLE OFFSHORE CORP | SOC | 591,500 | $15.3M | 6.04% |
| 5 | HUDBAY MINERALS INC | HBM | 1,684,700 | $13.0M | 5.11% |
| 6 | SABLE OFFSHORE CORP | SOC | 500,000 | $9.8M | 3.88% |
| 7 | SPDR GOLD TR | GLD | 32,940 | $9.4M | 3.69% |
| 8 | DARLING INGREDIENTS INC | DAR | 290,600 | $9.2M | 3.61% |
| 9 | GULFPORT ENERGY CORP | GPOR | 44,566 | $8.2M | 3.22% |
| 10 | CORTEVA INC | CTVA | 129,700 | $7.9M | 3.12% |
| 11 | NUCOR CORP | NUE | 63,518 | $7.7M | 3.05% |
| 12 | FERROGLOBE PLC | GSM | 1,999,768 | $7.3M | 2.87% |
| 13 | ARCHER DANIELS MIDLAND CO | ADM | 151,300 | $7.2M | 2.85% |
| 14 | STEEL DYNAMICS INC | STLD | 54,818 | $6.8M | 2.68% |
| 15 | CRESCENT ENERGY COMPANY | CRGY | 579,150 | $6.5M | 2.54% |
| 16 | CORE NATURAL RESOURCES INC | CNR | 83,500 | $6.4M | 2.54% |
| 17 | MARATHON PETE CORP | MARA | 44,000 | $6.3M | 2.50% |
| 18 | UNITED STATES STL CORP NEW | UNTCW | 142,600 | $6.1M | 2.42% |
| 19 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 14,000 | $5.8M | 2.29% |
| 20 | BUNGE GLOBAL SA | BG | 67,400 | $5.2M | 2.03% |
| 21 | SIGMA LITHIUM CORPORATION | SGML | 443,980 | $5.1M | 2.01% |
| 22 | LYONDELLBASELL INDUSTRIES N | LYB | 69,700 | $4.9M | 1.92% |
| 23 | WESTLAKE CORPORATION | WLK | 46,100 | $4.6M | 1.80% |
| 24 | ALGOMA STL GROUP INC | 015658107 | 737,877 | $4.2M | 1.66% |
| 25 | ISHARES SILVER TR | SLV | 106,590 | $3.3M | 1.30% |
| 26 | DARLING INGREDIENTS INC | DAR | 100,000 | $3.3M | 1.29% |
| 27 | PILGRIMS PRIDE CORP | PPC | 58,700 | $3.1M | 1.24% |
| 28 | PAR PAC HOLDINGS INC | PARR | 111,789 | $1.6M | 0.63% |
| 29 | APA CORPORATION | APA | 100,000 | $1.6M | 0.62% |
| 30 | VITAL ENERGY INC | 516806205 | 51,636 | $1.1M | 0.44% |
| 31 | TYSON FOODS INC | TSN | 15,255 | $951,454 | 0.37% |
| 32 | ISHARES BITCOIN TRUST ETF | IBIT | 19,400 | $922,664 | 0.36% |
| 33 | VITAL ENERGY INC | 516806205 | 50,000 | $699,000 | 0.28% |
| 34 | CENTURY ALUM CO | CENX | 37,646 | $698,710 | 0.28% |
| 35 | UNITED STATES STL CORP NEW | UNTCW | 15,100 | $640,844 | 0.25% |
| 36 | ATLAS LITHIUM CORP | ATLX | 96,956 | $513,867 | 0.20% |
| 37 | INNOVEX INTERNATIONAL INC | INVX | 20,509 | $367,316 | 0.14% |
| 38 | BERRY CORP | 08579X101 | 37,499 | $118,872 | 0.05% |