Thomist Capital Management

Thomist Capital Management as of Dec. 31, 2022

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 203k 116.39
Pdc Energy 9.3 $19M 299k 63.48
Magnolia Oil & Gas Corp Cl A (MGY) 9.1 $19M 792k 23.45
Freeport-mcmoran CL B (FCX) 9.1 $18M 485k 38.00
Teck Resources CL B (TECK) 6.4 $13M 345k 37.82
Celanese Corporation (CE) 5.0 $10M 100k 102.24
Ranger Oil Corporation Class A Com 4.9 $9.9M 245k 40.43
Sigma Lithium Corporation (SGML) 4.6 $9.4M 334k 28.22
Civitas Resources Com New (CIVI) 3.8 $7.8M 134k 57.93
Hf Sinclair Corp (DINO) 3.6 $7.4M 142k 51.89
Bunge 3.4 $6.9M 70k 99.77
Vale S A Sponsored Ads (VALE) 2.8 $5.7M 335k 16.97
Eastman Chemical Company (EMN) 2.6 $5.3M 65k 81.44
Olin Corp Com Par $1 (OLN) 2.5 $5.0M 95k 52.94
Par Pac Holdings Com New (PARR) 2.3 $4.8M 205k 23.25
Chord Energy Corporation Com New (CHRD) 2.3 $4.7M 34k 136.81
Dow (DOW) 2.2 $4.5M 90k 50.39
Callon Petroleum 2.2 $4.5M 122k 37.09
Select Sector Spdr Tr Energy (XLE) 1.9 $3.9M 45k 87.47
Cleveland-cliffs (CLF) 1.7 $3.5M 215k 16.11
Scorpio Tankers SHS (STNG) 1.5 $3.1M 58k 53.77
Clean Energy Fuels (CLNE) 1.5 $3.1M 588k 5.20
HudBay Minerals (HBM) 1.4 $2.8M 564k 5.05
Darling International (DAR) 1.2 $2.5M 40k 62.59
Aemetis Com New (AMTX) 0.9 $1.9M 482k 3.96
Pbf Energy Cl A (PBF) 0.6 $1.2M 30k 40.78
Rice Acquisition Corp Ii Unit 99/99/9999 0.5 $1.1M 105k 10.50
Corteva (CTVA) 0.4 $882k 15k 58.78
Plug Power Com New (PLUG) 0.1 $247k 20k 12.37