Thomist Capital Management

Latest statistics and disclosures from Thomist Capital Management's latest quarterly 13F-HR filing:

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Positions held by Thomist Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Thomist Capital Management

Thomist Capital Management holds 29 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Marathon Petroleum Corp (MPC) 11.6 $24M +91% 203k 116.39
Pdc Energy (PDCE) 9.3 $19M +35% 299k 63.48
Magnolia Oil & Gas Corp Cl A (MGY) 9.1 $19M NEW 792k 23.45
Freeport-mcmoran CL B (FCX) 9.1 $18M NEW 485k 38.00
Teck Resources CL B (TECK) 6.4 $13M NEW 345k 37.82
Celanese Corporation (CE) 5.0 $10M NEW 100k 102.24
Ranger Oil Corporation Class A Com (ROCC) 4.9 $9.9M +20% 245k 40.43
Sigma Lithium Corporation (SGML) 4.6 $9.4M +126% 334k 28.22
Civitas Resources Com New (CIVI) 3.8 $7.8M NEW 134k 57.93
Hf Sinclair Corp (DINO) 3.6 $7.4M -17% 142k 51.89
Bunge (BG) 3.4 $6.9M -57% 70k 99.77
Vale S A Sponsored Ads (VALE) 2.8 $5.7M NEW 335k 16.97
Eastman Chemical Company (EMN) 2.6 $5.3M NEW 65k 81.44
Olin Corp Com Par $1 (OLN) 2.5 $5.0M NEW 95k 52.94

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Par Pac Holdings Com New (PARR) 2.3 $4.8M +12% 205k 23.25
Chord Energy Corporation Com New (CHRD) 2.3 $4.7M NEW 34k 136.81
Dow (DOW) 2.2 $4.5M NEW 90k 50.39
Callon Petroleum (CPE) 2.2 $4.5M NEW 122k 37.09
Select Sector Spdr Tr Energy (XLE) 1.9 $3.9M NEW 45k 87.47
Cleveland-cliffs (CLF) 1.7 $3.5M NEW 215k 16.11
Scorpio Tankers SHS (STNG) 1.5 $3.1M NEW 58k 53.77
Clean Energy Fuels (CLNE) 1.5 $3.1M NEW 588k 5.20
HudBay Minerals (HBM) 1.4 $2.8M NEW 564k 5.05
Darling International (DAR) 1.2 $2.5M +9% 40k 62.59
Aemetis Com New (AMTX) 0.9 $1.9M NEW 482k 3.96
Pbf Energy Cl A (PBF) 0.6 $1.2M NEW 30k 40.78
Rice Acquisition Corp Ii Unit 99/99/9999 (RONI.U) 0.5 $1.1M NEW 105k 10.50
Corteva (CTVA) 0.4 $882k NEW 15k 58.78
Plug Power Com New (PLUG) 0.1 $247k NEW 20k 12.37

Past Filings by Thomist Capital Management

SEC 13F filings are viewable for Thomist Capital Management going back to 2021