Thomist Capital Management, LP Purchases in Q2 2025

Thomist Capital Management, LP

  • $194 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CMC
Commercial Metals CO

Basic Materials
299K
New
$39.2 - $50.67 $11.7M - $15.1M
299K $14.6M
DK
Delek Us Holdings, Inc.

Energy
616K
New
$11.55 - $22.77 $7.11M - $14M
616K $13M
AA
Alcoa Corp

Basic Materials
260K
New
$22.57 - $30.84 $5.88M - $8.03M
260K $7.69M
TSN
Tyson Foods, Inc.

Consumer Defensive
93.8K
+ 615.18%
$54.33 - $63.56 $5.1M - $5.96M
109K $6.1M
OLN
Olin Corp

Basic Materials
252K
New
$17.96 - $24.7 $4.53M - $6.23M
252K $5.07M
MTDR
Matador Resources CO

Energy
89K
New
$36.67 - $52.23 $3.26M - $4.65M
89K $4.24M
PARR
Par Pacific Holdings, Inc.

Energy
80.3K
+ 71.87%
$12.23 - $27.87 $983K - $2.24M
192K $5.1M
CENX
Century Aluminum CO

Basic Materials
184K
+ 489.03%
$13.7 - $20.12 $2.52M - $3.7M
222K $4M
TKR
Timken CO

Industrials
41.8K
New
$57.34 - $74.03 $2.4M - $3.09M
41.8K $3.03M
IAG
Iamgold Corp

Basic Materials
398K
New
$5.63 - $8.09 $2.24M - $3.22M
398K $2.93M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.81K
New
$456.74 - $568.03 $1.28M - $1.6M
2.81K $1.6M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
24.6K
New
$42.84 - $56.9 $1.05M - $1.4M
24.6K $1.4M
IREN
Iris Energy LTD

Financial Services
67K
New
$5.3 - $14.57 $355K - $976K
67K $976K
RIOT
Riot Blockchain, Inc.

Technology
82.2K
New
$6.29 - $11.3 $517K - $929K
82.2K $928K
SM
Sm Energy CO

Energy
37.1K
New
$20.39 - $30.52 $756K - $1.13M
37.1K $916K
LUV
Southwest Airlines CO

Industrials
26.5K
New
$24.04 - $34.36 $637K - $911K
26.5K $859K
WLK
Westlake Corp

Basic Materials
25.5K
+ 55.31%
$69.83 - $102.01 $1.78M - $2.6M
71.6K $5.44M
WGO
Winnebago Industries Inc

Consumer Cyclical
20.5K
New
$28.24 - $37.27 $579K - $764K
20.5K $594K
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
42.7K
New
$8.21 - $12.77 $351K - $545K
42.7K $501K
THO
Thor Industries Inc

Consumer Cyclical
5.4K
New
$64.83 - $89.72 $350K - $484K
5.4K $479K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
27.4K
New
$11.68 - $19.18 $320K - $526K
27.4K $471K
DOOO
Brp Inc.

Consumer Cyclical
7.4K
New
$32.44 - $49.16 $240K - $364K
7.4K $358K
PII
Polaris Inc.

Consumer Cyclical
7.5K
New
$31.97 - $42.61 $240K - $320K
7.5K $304K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
5K
New
$28.9 - $40.98 $145K - $205K
5K $199K
Ramaco Res Inc
906K
New
N/A
906K $0
IPX
Iperion X Limited

Basic Materials
1.89M
New
N/A
1.89M $0
Innovex International Inc
28.1K
+ 137.01%
N/A
48.6K $0
Activity Summary
Buys All Purchases 28 New Holdings 23 Increased Positions 5 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 8 Puts 0
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