Thomist Capital Management

Thomist Capital Management as of Sept. 30, 2024

Portfolio Holdings for Thomist Capital Management

Thomist Capital Management holds 29 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Peabody Energy (BTU) 32.6 $166M 6.4M 26.00
Peabody Energy Corp Call Call Option 22.4 $114M 4.3M 26.54
Phillips 66 (PSX) 8.8 $45M 345k 131.05
Algoma Stl Group (ASTL) 7.3 $38M 3.6M 10.31
Civitas Resources Com New (CIVI) 3.7 $19M 368k 51.21
Seadrill 2021 (SDRL) 3.4 $18M 436k 40.38
Ferroglobe SHS (GSM) 3.0 $15M 3.3M 4.58
Spdr Gold Tr Gold Shs (GLD) 2.7 $14M 56k 245.02
Hf Sinclair Corp (DINO) 2.4 $12M 268k 45.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $11M 21k 525.38
Sable Offshore Corp Com Shs (SOC) 1.4 $7.1M 300k 23.63
Huntsman Corporation (HUN) 1.2 $6.0M 245k 24.55
Par Pac Holdings Com New (PARR) 1.1 $5.6M 316k 17.86
Global X Fds Global X Uranium (URA) 0.9 $4.8M 164k 29.10
Select Sector Spdr Tr Energy (XLE) 0.8 $4.1M 47k 87.19
Sigma Lithium Corporation (SGML) 0.7 $3.6M 285k 12.64
Applied Digital Corp Com New (APLD) 0.6 $3.2M 397k 8.19
Green Plains Renewable Energy (GPRE) 0.6 $3.1M 227k 13.55
Archer Daniels Midland Company (ADM) 0.6 $3.0M 50k 60.00
Alcoa (AA) 0.6 $2.9M 74k 39.27
Tyson Foods Cl A (TSN) 0.5 $2.7M 46k 59.69
Cleveland-cliffs (CLF) 0.5 $2.6M 202k 12.76
Westlake Chemical Corporation (WLK) 0.4 $2.1M 14k 150.09
Coeur Mng Com New (CDE) 0.4 $2.0M 280k 7.13
Tidewater (TDW) 0.3 $1.6M 23k 71.79
Laredo Petroleum (VTLE) 0.3 $1.3M 48k 27.00
Darling International (DAR) 0.2 $1.1M 29k 37.76
Atlas Lithium Corp Com New (ATLX) 0.2 $1.1M 148k 7.17
Scorpio Tankers SHS (STNG) 0.2 $1.0M 14k 71.65