Thomist Capital Management as of Sept. 30, 2022
Portfolio Holdings for Thomist Capital Management
Thomist Capital Management holds 20 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Peabody Energy (BTU) | 31.2 | $42M | 1.7M | 24.82 | |
| Bunge | 10.1 | $14M | 164k | 82.57 | |
| Pdc Energy | 9.5 | $13M | 220k | 57.79 | |
| Marathon Petroleum Corp (MPC) | 7.9 | $11M | 106k | 99.33 | |
| Hf Sinclair Corp (DINO) | 7.0 | $9.3M | 173k | 53.84 | |
| Archer Daniels Midland Company (ADM) | 5.9 | $7.9M | 98k | 80.45 | |
| Ranger Oil Corporation Class A Com | 4.8 | $6.4M | 203k | 31.45 | |
| New Fortress Energy Com Cl A (NFE) | 3.7 | $5.0M | 114k | 43.71 | |
| CF Industries Holdings (CF) | 3.6 | $4.8M | 50k | 96.26 | |
| Sigma Lithium Corporation (SGML) | 3.0 | $4.0M | 148k | 27.19 | |
| SM Energy (SM) | 2.6 | $3.4M | 91k | 37.61 | |
| Valero Energy Corporation (VLO) | 2.4 | $3.2M | 30k | 106.87 | |
| Par Pac Holdings Com New (PARR) | 2.2 | $3.0M | 181k | 16.41 | |
| Darling International (DAR) | 1.8 | $2.4M | 37k | 66.16 | |
| Chesapeake Energy Corp (CHK) | 1.6 | $2.1M | 23k | 94.23 | |
| CVR Energy (CVI) | 0.9 | $1.2M | 40k | 28.98 | |
| Rice Acquisition Corp Ii Shs Cl A | 0.8 | $1.0M | 105k | 9.93 | |
| Comstock Resources (CRK) | 0.7 | $922k | 53k | 17.29 | |
| Nordic American Tanker Shippin (NAT) | 0.4 | $583k | 218k | 2.67 | |
| Tellurian (TELL) | 0.1 | $69k | 29k | 2.40 |
