Thomist Capital Management, LP Portfolio Holdings by Sector

Thomist Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY GLD DIA SLV 4 stocks	$37,915 21.5% of portfolio	3	1	2	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy DINO MPC PARR 3 stocks	$26,036 14.76% of portfolio	3	-	1	-	0 Calls 0 Puts
Steel \| Basic Materials NUE X STLD ASTL X 5 stocks	$23,684 13.43% of portfolio	2	3	1	-	1 Calls 0 Puts
Oil & Gas E&P \| Energy GPOR CRGY LPI LPI APA BRY 6 stocks	$21,877 12.41% of portfolio	6	-	6	-	2 Calls 0 Puts
Packaged Foods \| Consumer Defensive DAR PPC DAR 3 stocks	$15,401 8.73% of portfolio	2	1	2	-	1 Calls 0 Puts
Copper \| Basic Materials HBM 1 stocks	$12,786 7.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials GSM SGML 2 stocks	$12,036 6.83% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials LYB WLK 2 stocks	$9,517 5.4% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM TSN 2 stocks	$8,236 4.67% of portfolio	1	1	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$8,162 4.63% of portfolio	1	-	1	-	0 Calls 0 Puts
Aluminum \| Basic Materials CENX 1 stocks	$698 0.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy SDRL 1 stocks	$0 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts

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