Thomist Capital Management, LP Options Holdings

Thomist Capital Management, LP

  • $194 Million
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
DK
Delek Us Holdings, Inc.

Energy
CALL
$44.5 Million
2.1M
Q2 2025
New holding
PARR
Par Pacific Holdings, Inc.

Energy
CALL
$18.7 Million
704K
Q2 2025
New holding
AA
Alcoa Corp

Basic Materials
CALL
$13.2 Million
447K
Q2 2025
New holding
OLN
Olin Corp

Basic Materials
CALL
$2.01 Million
100K
Q2 2025
New holding
ASTL
Algoma Steel Group Inc.

Basic Materials
CALL
$689,000
100K
Q2 2025
New holding
RUN
Sunrun Inc.

Technology
CALL
$163,000
20K
Q2 2025
New holding
Calumet Inc
CALL
$0
200K
Q2 2025
New holding
Ramaco Res Inc
CALL
$0
735K
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $194 Million
  • Prior Value $176 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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