Thomist Capital Management, LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Thomist Capital Management, LP held in its portfolio 65 assets valued at $470,965,714 (i.e. $470.97M).
The most valuable assets in the portfolio included: SEADRILL LTD ($63.39M), SPDR S&P 500 ETF TR ($34.10M), and ORACLE CORP ($28.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 65 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Thomist Capital Management, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SEADRILL LTD | 1835718 | 63387343 | COM |
| SPDR S&P 500 ETF TR | 50000 | 34096000 | CALL |
| ORACLE CORP | 146500 | 28554315 | CALL |
| SPDR SERIES TRUST | 348900 | 22612209 | CALL |
| SABLE OFFSHORE CORP | 1818181 | 21327263 | COM SHS |
| CORE NATURAL RESOURCES INC | 234000 | 20739420 | COM SHS |
| MARATHON PETE CORP | 96100 | 15717485 | COM |
| BARRICK MNG CORP | 330600 | 14625744 | COM SHS |
| AMPLIFY ENERGY CORP NEW | 3147130 | 14571212 | COM |
| NUCOR CORP | 86500 | 14255200 | COM |
| HF SINCLAIR CORP | 308082 | 14251873 | COM |
| DARLING INGREDIENTS INC | 360803 | 13165678 | COM |
| HUDBAY MINERALS INC | 599600 | 11932040 | COM |
| OLIN CORP | 505833 | 10609555 | COM PAR $1 |
| LINDE PLC | 24350 | 10430566 | SHS |
| SM ENERGY CO | 552905 | 10383556 | COM |
| BAYTEX ENERGY CORP | 2980698 | 9657462 | COM |
| ISHARES BITCOIN TRUST ETF | 180000 | 8937000 | CALL |
| CONTROLADORA VUELA COMP DE A | 1009652 | 8916280 | SPON ADR RP 10 |
| WESTLAKE CORPORATION | 111900 | 8364686 | COM |
| IAMGOLD CORP | 493625 | 8268219 | COM |
| SUN CTRY AIRLS HLDGS INC | 555935 | 8001513 | COM |
| GREEN PLAINS INC | 747192 | 7270178 | COM |
| FERROGLOBE PLC | 1450407 | 6700880 | SHS |
| ADVANCED MICRO DEVICES INC | 30000 | 6424800 | CALL |
| RICE ACQUISITION CORP 3 | 500000 | 5195000 | UNIT 99/99/9999 |
| PHILLIPS 66 | 38900 | 5039884 | COM |
| CVR ENERGY INC | 199200 | 5028061 | COM |
| SPDR GOLD TR | 12150 | 4846514 | GOLD SHS |
| SOUTHWEST AIRLS CO | 102860 | 4247664 | COM |
| SPDR SERIES TRUST | 62500 | 4090000 | STATE STREET SPD |
| CENTURY ALUM CO | 100000 | 3969000 | COM |
| ATLAS ENERGY SOLUTIONS INC | 407316 | 3900638 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 35710 | 3574792 | VNG RUS2000IDX |
| ATLAS ENERGY SOLUTIONS INC | 350000 | 3297000 | CALL |
| INFINITY NAT RES INC | 202795 | 3082484 | COM CL A |
| BUNGE GLOBAL SA | 33600 | 3005486 | COM SHS |
| CHEMOURS CO | 245400 | 2900628 | COM |
| LIBERTY ENERGY INC | 117713 | 2200056 | COM CL A |
| OIL STS INTL INC | 288084 | 1983237 | COM |
| WINNEBAGO INDS INC | 46700 | 1920108 | COM |
| THOR INDS INC | 18360 | 1912361 | COM |
| ISHARES SILVER TR | 26100 | 1800378 | ISHARES |
| POLARIS INC | 25048 | 1614594 | COM |
| CAMPING WORLD HLDGS INC | 163980 | 1597165 | CL A |
| COPA HOLDINGS SA | 11660 | 1409610 | CL A |
| SPHERE ENTERTAINMENT CO | 14270 | 1380873 | CL A |
| ALBEMARLE CORP | 8500 | 1207085 | COM |
| UNITED AIRLS HLDGS INC | 9710 | 1080307 | COM |
| ISHARES TR | 9300 | 995007 | EXPANDED TECH |
| STURM RUGER & CO INC | 22940 | 746041 | COM |
| HUT 8 CORP | 13600 | 629408 | COM |
| COREWEAVE INC | 7400 | 546860 | COM CL A |
| APPLIED DIGITAL CORP | 21700 | 522536 | COM NEW |
| ORACLE CORP | 2600 | 512746 | COM |
| AMERICAN AIRLS GROUP INC | 31580 | 483262 | COM |
| SKYWEST INC | 4710 | 475892 | COM |
| SABLE OFFSHORE CORP | 50000 | 451000 | CALL |
| VIKING HOLDINGS LTD | 5710 | 411700 | ORD SHS |
| NORWEGIAN CRUISE LINE HLDG L | 14809 | 331748 | SHS |
| EVE HLDG INC | 80880 | 322355 | COM |
| PAR PAC HOLDINGS INC | 8423 | 299269 | COM NEW |
| LINDBLAD EXPEDITIONS HLDGS I | 19800 | 286692 | COM |
| EVOLV TECHNOLOGIES HLDNGS IN | 34090 | 241339 | COM CL A |
| VAIL RESORTS INC | 1700 | 226457 | COM |
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