Thomist Capital Management, Lp Top Holdings and 13F Report (2024) About Thomist Capital Management, LpInvestment ActivityThomist Capital Management, Lp has $510.25 million in total holdings as of September 30, 2024.Thomist Capital Management, Lp owns shares of 29 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 65.57% of the portfolio was purchased this quarter.About 21.25% of the portfolio was sold this quarter.This quarter, Thomist Capital Management, Lp has purchased 36 new stocks and bought additional shares in 9 stocks.Thomist Capital Management, Lp sold shares of 8 stocks and completely divested from 17 stocks this quarter.Largest Holdings Peabody Energy $166,248,472PEABODY ENERGY CORP $114,122,000Phillips 66 $45,146,725Algoma Steel Group $37,477,994Civitas Resources $18,860,643 Largest New Holdings this Quarter PEABODY ENERGY CORP $114,122,000 HoldingSeadrill $17,590,336 HoldingHF Sinclair $12,115,075 HoldingSABLE OFFSHORE CORP $7,089,000 HoldingHuntsman $6,012,295 Holding Largest Purchases this Quarter PEABODY ENERGY CORP 4,300,000 shares (about $114.12M)Peabody Energy 4,167,888 shares (about $108.37M)Phillips 66 237,100 shares (about $31.07M)Seadrill 435,620 shares (about $17.59M)Civitas Resources 297,559 shares (about $15.24M) Largest Sales this Quarter Algoma Steel Group 1,342,498 shares (about $13.84M)Energy Select Sector SPDR Fund 69,858 shares (about $6.09M)Vital Energy 184,000 shares (about $4.97M)Vanguard S&P 500 ETF 9,257 shares (about $4.86M)Par Pacific 243,029 shares (about $4.34M) Sector Allocation Over TimeMap of 500 Largest Holdings ofThomist Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBTUPeabody Energy$166,248,472$108,365,088 ▲187.2%6,394,17232.6%Oils/EnergyPEABODY ENERGY CORP$114,122,000$114,122,000 ▲New Holding4,300,00022.4%CALLPSXPhillips 66$45,146,725$31,071,955 ▲220.8%344,5008.8%Oils/EnergyASTLAlgoma Steel Group$37,477,994$13,841,154 ▼-27.0%3,635,1117.3%Basic MaterialsCIVICivitas Resources$18,860,643$15,237,996 ▲420.6%368,3003.7%Oils/EnergySDRLSeadrill$17,590,336$17,590,336 ▲New Holding435,6203.4%Oils/EnergyGSMFerroglobe$15,205,005$855,764 ▲6.0%3,319,8703.0%Basic MaterialsGLDSPDR Gold Shares$13,592,239$5,537,452 ▲68.7%55,4742.7%FinanceDINOHF Sinclair$12,115,075$12,115,075 ▲New Holding267,5002.4%Oils/EnergyVOOVanguard S&P 500 ETF$10,986,747$4,863,443 ▼-30.7%20,9122.2%ETFSABLE OFFSHORE CORP$7,089,000$7,089,000 ▲New Holding300,0001.4%COM SHSHUNHuntsman$6,012,295$6,012,295 ▲New Holding244,9001.2%Basic MaterialsPARRPar Pacific$5,648,189$4,340,498 ▼-43.5%316,2481.1%Oils/EnergyURAGlobal X Uranium ETF$4,782,760$4,782,760 ▲New Holding164,3560.9%ETFXLEEnergy Select Sector SPDR Fund$4,071,773$6,090,919 ▼-59.9%46,7000.8%ETFSGMLSigma Lithium$3,607,216$70,898 ▲2.0%285,3810.7%Computer and TechnologyAPLDApplied Digital$3,248,613$232,137 ▼-6.7%396,6560.6%FinanceGPREGreen Plains$3,081,270$2,245,235 ▲268.6%227,4000.6%Basic MaterialsADMArcher-Daniels-Midland$2,988,000$2,988,000 ▲New Holding49,8000.6%Consumer StaplesAAAlcoa$2,902,053$239,547 ▲9.0%73,9000.6%Industrial ProductsTSNTyson Foods$2,745,740$3,641,090 ▼-57.0%46,0000.5%Consumer StaplesCLFCleveland-Cliffs$2,582,343$1,561,543 ▲153.0%202,3780.5%Basic MaterialsWLKWestlake$2,071,242$2,071,242 ▲New Holding13,8000.4%Basic MaterialsCDECoeur Mining$1,996,4000.0%280,0000.4%Basic MaterialsTDWTidewater$1,615,275$1,615,275 ▲New Holding22,5000.3%Oils/EnergyVTLEVital Energy$1,282,500$4,968,000 ▼-79.5%47,5000.3%Oils/EnergyDARDarling Ingredients$1,106,368$4,104,512 ▼-78.8%29,3000.2%Consumer StaplesATLXAtlas Lithium$1,059,6970.0%147,7960.2%Basic MaterialsSTNGScorpio Tankers$1,010,265$1,010,265 ▲New Holding14,1000.2%TransportationMPCMarathon Petroleum$0$35,742,996 ▼-100.0%00.0%Oils/EnergySBOWSilverBow Resources$0$9,224,571 ▼-100.0%00.0%Oils/EnergyDODiamond Offshore Drilling$0$3,504,154 ▼-100.0%00.0%Oils/EnergyNENoble$0$2,528,613 ▼-100.0%00.0%Oils/EnergyGDXVanEck Gold Miners ETF$0$2,513,394 ▼-100.0%00.0%ETFMURMurphy Oil$0$2,464,898 ▼-100.0%00.0%Oils/EnergySERVE ROBOTICS INC$0$2,011,803 ▼-100.0%00.0%COMALBAlbemarle$0$1,646,298 ▼-100.0%00.0%Basic MaterialsCHKChesapeake Energy$0$1,360,800 ▼-100.0%00.0%Oils/EnergyBTDRBitdeer Technologies Group$0$1,305,811 ▼-100.0%00.0%Business ServicesNPWRNET Power$0$1,073,180 ▼-100.0%00.0%Oils/EnergyGEVOGevo$0$829,920 ▼-100.0%00.0%Oils/EnergySCCOSouthern Copper$0$673,712 ▼-100.0%00.0%Basic MaterialsRIOTRiot Platforms$0$584,222 ▼-100.0%00.0%Business ServicesSDIGStronghold Digital Mining$0$484,932 ▼-100.0%00.0%FinanceENLCEnLink Midstream$0$243,204 ▼-100.0%00.0%Oils/EnergyPLLPiedmont Lithium$0$171,193 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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