Thomist Capital Management as of March 31, 2022
Portfolio Holdings for Thomist Capital Management
Thomist Capital Management holds 17 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Call | 44.0 | $83M | 200k | 415.17 | |
| Cf Inds Hldgs Call | 8.8 | $17M | 162k | 103.06 | |
| Pbf Energy Cl A (PBF) | 8.5 | $16M | 660k | 24.37 | |
| SM Energy (SM) | 7.2 | $14M | 347k | 38.95 | |
| Denbury | 6.7 | $13M | 161k | 78.57 | |
| Marathon Petroleum Corp (MPC) | 5.4 | $10M | 119k | 85.50 | |
| Phillips 66 (PSX) | 3.7 | $6.9M | 80k | 86.39 | |
| Dow (DOW) | 3.4 | $6.4M | 100k | 63.72 | |
| Pbf Energy Call | 2.6 | $5.0M | 204k | 24.37 | |
| Oasis Petroleum Com New (CHRD) | 2.4 | $4.6M | 31k | 146.30 | |
| Civitas Resources Com New (CIVI) | 2.2 | $4.2M | 71k | 59.71 | |
| Mosaic (MOS) | 1.6 | $3.0M | 45k | 66.49 | |
| Ring Energy (REI) | 1.1 | $2.1M | 554k | 3.82 | |
| Delek Us Holdings (DK) | 0.9 | $1.8M | 84k | 21.22 | |
| Rice Acquisition Corp Ii Unit 99/99/9999 | 0.6 | $1.1M | 114k | 10.00 | |
| New Fortress Energy Com Cl A (NFE) | 0.5 | $988k | 23k | 42.62 | |
| Scorpio Tankers SHS (STNG) | 0.3 | $577k | 27k | 21.38 |
