Thomist Capital Management, LP New Holdings 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
KRE
Spdr S&P Regional Banking ETF

ETFs
214K
New
$58.82 - $66.17 $12.6M - $14.2M
214K $13.6M
RIO
Rio Tinto PLC

Basic Materials
174K
New
$57.66 - $66.01 $10.1M - $11.5M
174K $11.5M
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
BTU
Peabody Energy Corp

Energy
248K
New
$13.18 - $26.81 $3.26M - $6.64M
248K $6.57M
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
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
HOG
Harley Davidson, Inc.

Consumer Cyclical
57.9K
New
$22.95 - $31.03 $1.33M - $1.8M
57.9K $1.61M
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
RYAAY
Ryanair Holdings PLC

Industrials
14.1K
New
$55.19 - $66.72 $777K - $939K
14.1K $847K
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
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
Latam Airlines Group Sa
17.9K
New
N/A
17.9K $0
Ishares Bitcoin Trust ETF
92.9K
New
N/A
92.9K $0
Bunge Global Sa
267K
New
N/A
267K $0
Barrick Mng Corp
203K
New
N/A
203K $0
Aris Mng Corp
1.02M
New
N/A
1.02M $0
Waterbridge Infrastructure L
10K
New
N/A
10K $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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