Thomist Capital Management, LP Purchases in Q3 2025

Thomist Capital Management, LP

  • $232 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
115K
New
$131.77 - $175.63 $15.1M - $20.2M
115K $19.6M
DAR
Darling Ingredients Inc.

Consumer Defensive
569K
+ 580.56%
$29.74 - $39.45 $16.9M - $22.5M
667K $20.6M
KRE
Spdr S&P Regional Banking ETF

ETFs
214K
New
$58.82 - $66.17 $12.6M - $14.2M
214K $13.6M
DINO
Hf Sinclair Corp

Energy
242K
+ 342.47%
$42.11 - $54.01 $10.2M - $13.1M
312K $16.4M
GLD
Spdr Gold Trust

ETFs
33.6K
+ 228.57%
$300.96 - $355.47 $10.1M - $11.9M
48.3K $17.2M
RIO
Rio Tinto PLC

Basic Materials
174K
New
$57.66 - $66.01 $10.1M - $11.5M
174K $11.5M
IAG
Iamgold Corp

Basic Materials
652K
+ 163.61%
$6.74 - $12.93 $4.39M - $8.43M
1.05M $13.6M
OLN
Olin Corp

Basic Materials
371K
+ 147.05%
$18.23 - $26.93 $6.76M - $9.99M
623K $15.6M
ADM
Archer Daniels Midland CO

Consumer Defensive
127K
New
$53.54 - $64.21 $6.82M - $8.17M
127K $7.6M
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
972K
New
$4.38 - $7.18 $4.26M - $6.98M
972K $6.98M
SHW
Sherwin Williams CO

Basic Materials
18.7K
New
$330.88 - $375.23 $6.19M - $7.02M
18.7K $6.48M
SCCO
Southern Copper Corp

Basic Materials
48.7K
New
$90.54 - $121.36 $4.41M - $5.91M
48.7K $5.91M
AMZN
Amazon Com Inc

Consumer Cyclical
22.9K
New
$211.65 - $238.24 $4.85M - $5.46M
22.9K $5.03M
STLD
Steel Dynamics Inc

Basic Materials
44.8K
New
N/A
44.8K $4.39M
RRC
Range Resources Corp

Energy
116K
New
$32.79 - $39.33 $3.8M - $4.56M
116K $4.36M
CHK
Chesapeake Energy Corp

Energy
41.9K
New
N/A
41.9K $3.59M
NUE
Nucor Corp

Basic Materials
17.9K
New
$133.3 - $150.33 $2.39M - $2.69M
17.9K $2.42M
AR
Antero Resources Corp

Energy
64.9K
New
$29.87 - $37.66 $1.94M - $2.44M
64.9K $2.18M
EQT
Eqt Corp

Energy
38.8K
New
$49.19 - $59.19 $1.91M - $2.3M
38.8K $2.11M
GPOR
Gulfport Energy Corp

Energy
11.3K
New
$163.8 - $190.92 $1.85M - $2.16M
11.3K $2.05M
CIVI
Civitas Resources, Inc.

Energy
61.3K
New
$27.85 - $37.37 $1.71M - $2.29M
61.3K $1.99M
SGML
Sigma Lithium Corp

Basic Materials
136K
+ 31.38%
$4.35 - $7.22 $592K - $983K
570K $3.65M
HOG
Harley Davidson, Inc.

Consumer Cyclical
57.9K
New
$22.95 - $31.03 $1.33M - $1.8M
57.9K $1.61M
GSM
Ferroglobe PLC

Basic Materials
76K
+ 5.35%
$3.87 - $4.75 $294K - $361K
1.49M $6.8M
PII
Polaris Inc.

Consumer Cyclical
15.9K
+ 211.88%
$44.87 - $59.95 $713K - $953K
23.4K $1.36M
TSN
Tyson Foods, Inc.

Consumer Defensive
22.2K
+ 20.35%
$52.3 - $57.69 $1.16M - $1.28M
131K $7.13M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
9K
New
$100.4 - $119.58 $904K - $1.08M
9K $997K
GPRE
Green Plains Inc.

Basic Materials
104K
New
$6.23 - $11.15 $647K - $1.16M
104K $912K
LUV
Southwest Airlines CO

Industrials
28.9K
+ 109.09%
$29.06 - $37.7 $840K - $1.09M
55.4K $1.77M
RYAAY
Ryanair Holdings PLC

Industrials
14.1K
New
$55.19 - $66.72 $777K - $939K
14.1K $847K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
49.5K
+ 180.53%
$13.84 - $19.11 $685K - $945K
76.9K $1.21M
SD
Sandridge Energy Inc

Energy
59.2K
New
$10.0 - $12.1 $592K - $716K
59.2K $667K
CPA
Copa Holdings, S.A.

Industrials
4.88K
New
$107.44 - $122.34 $524K - $596K
4.88K $579K
SKYW
Skywest Inc

Industrials
5.55K
New
$100.62 - $123.72 $558K - $686K
5.55K $557K
WGO
Winnebago Industries Inc

Consumer Cyclical
13.8K
+ 67.39%
$28.84 - $36.79 $398K - $508K
34.3K $1.15M
DOOO
Brp Inc.

Consumer Cyclical
6.58K
+ 88.92%
$47.83 - $68.36 $315K - $450K
14K $849K
THO
Thor Industries Inc

Consumer Cyclical
3.42K
+ 63.33%
$88.76 - $112.33 $304K - $384K
8.82K $914K
VTWO
Vanguard Russell 2000 ETF

ETFs
4.15K
New
$86.92 - $99.32 $361K - $412K
4.15K $406K
RGR
Sturm Ruger & CO Inc

Industrials
9K
New
N/A
9K $372K
SLSSF
Solaris Res Inc Com New
127K
New
N/A
127K $365K
APLD
Applied Blockchain, Inc.

Financial Services
14K
New
$9.18 - $24.67 $129K - $345K
14K $321K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
12.7K
New
$20.98 - $26.94 $267K - $342K
12.7K $312K
EVEX
Eve Holding, Inc.

Industrials
48.6K
New
$3.66 - $7.51 $178K - $365K
48.6K $185K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
17.4K
New
$5.54 - $8.76 $96.4K - $152K
17.4K $131K
Aris Mng Corp
1.02M
New
N/A
1.02M $0
Barrick Mng Corp
203K
New
N/A
203K $0
Innovex International Inc
12.3K
+ 25.3%
N/A
60.9K $0
Bunge Global Sa
267K
New
N/A
267K $0
Latam Airlines Group Sa
17.9K
New
N/A
17.9K $0
Activity Summary
Buys All Purchases 52 New Holdings 37 Increased Positions 15 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 9 Puts 8
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