Thomist Capital Management, LP Purchases in Q4 2024

Thomist Capital Management, LP

  • $268 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STLD
Steel Dynamics Inc

Basic Materials
306K
New
N/A
306K $30M
CHRD
Oasis Petroleum Inc.

Energy
161K
New
$110.83 - $137.78 $17.9M - $22.2M
161K $18.8M
NUE
Nucor Corp

Basic Materials
144K
New
$115.78 - $167.74 $16.6M - $24.1M
144K $16.8M
DAR
Darling Ingredients Inc.

Consumer Defensive
491K
+ 1675.95%
$33.0 - $43.05 $16.2M - $21.1M
520K $17.5M
HCC
Warrior Met Coal, Inc.

Basic Materials
221K
New
$53.63 - $74.78 $11.8M - $16.5M
221K $12M
CF
Cf Industries Holdings, Inc.

Basic Materials
132K
New
$81.39 - $94.14 $10.7M - $12.4M
132K $11.2M
ADM
Archer Daniels Midland CO

Consumer Defensive
165K
+ 332.11%
$49.38 - $59.52 $8.17M - $9.84M
215K $10.9M
CEIX
Consol Energy Inc.

Energy
47.3K
New
$101.36 - $133.33 $4.8M - $6.31M
47.3K $5.05M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
37.5K
New
$125.5 - $148.67 $4.7M - $5.57M
37.5K $4.96M
X
United States Steel Corp

Basic Materials
136K
New
$30.14 - $42.31 $4.11M - $5.77M
136K $4.64M
PTEN
Patterson Uti Energy Inc

Energy
432K
New
$7.26 - $8.7 $3.13M - $3.76M
432K $3.57M
CLF
Cleveland Cliffs Inc.

Basic Materials
388K
+ 191.68%
$9.24 - $13.94 $3.58M - $5.41M
590K $5.55M
HON
Honeywell International Inc

Industrials
13.1K
New
$202.84 - $236.0 $2.66M - $3.09M
13.1K $2.96M
SLV
I Shares Silver Trust

ETFs
112K
New
$26.33 - $31.74 $2.95M - $3.56M
112K $2.95M
AA
Alcoa Corp

Basic Materials
56.2K
+ 76.05%
$36.62 - $47.42 $2.06M - $2.67M
130K $4.92M
EOG
Eog Resources Inc

Energy
16.6K
New
$118.22 - $136.54 $1.96M - $2.27M
16.6K $2.03M
COP
Conocophillips

Energy
20.3K
New
$95.12 - $114.72 $1.93M - $2.33M
20.3K $2.01M
FANG
Diamondback Energy, Inc.

Energy
12.2K
New
$153.06 - $199.5 $1.87M - $2.43M
12.2K $2M
PR
Permian Resources Corporation

Energy
139K
New
$13.41 - $16.21 $1.86M - $2.25M
139K $1.99M
WFRD
Weatherford International PLC

Energy
27.8K
New
$67.1 - $94.33 $1.87M - $2.62M
27.8K $1.99M
IREN
Iris Energy LTD

Financial Services
139K
New
$7.33 - $15.39 $1.02M - $2.14M
139K $1.36M
NBR
Nabors Industries LTD

Energy
20K
New
$51.07 - $84.38 $1.02M - $1.69M
20K $1.14M
CVI
Cvr Energy Inc

Energy
42.1K
New
$15.9 - $25.09 $669K - $1.06M
42.1K $788K
Core Scientific Inc New
35.4K
New
N/A
35.4K $0
Diversified Energy Company P
32.7K
New
N/A
32.7K $0
Npk International Inc
111K
New
N/A
111K $0
SDRL
Seadrill Limited

Energy
265K
+ 60.79%
N/A
700K $0
IPX
Iperion X Limited

Basic Materials
939K
New
N/A
939K $0
Hut 8 Corp
24.2K
New
N/A
24.2K $0
DINO
Hf Sinclair Corp

Energy
6.66K
+ 2.49%
$33.69 - $47.67 $224K - $317K
274K $9.62M
Activity Summary
Buys All Purchases 31 New Holdings 25 Increased Positions 6 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 5 Puts 0
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