§ 13F · FUND PROFILE
Thomist Capital Management, LP.
AUM · $315M (13F)Positions · 45Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$166M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DAR | DARLING INGREDIENTS INC | 566K | $31M | 9.8% | NEW |
| 2 | ARIS | ARIS MINING CORPORATION | 1.75M | $26M | 8.3% | +53% |
| 3 | DHT | DHT HOLDINGS INC | 1.39M | $23M | 7.3% | +475% |
| 4 | CNR | CORE NATURAL RESOURCES INC | 267K | $21M | 6.8% | +19% |
| 5 | GPRE | GREEN PLAINS INC | 1.27M | $20M | 6.2% | NEW |
| 6 | HBM | HUDBAY MINERALS INC | 734K | $17M | 5.5% | NEW |
| 7 | VLRS | CONTROLADORA VUELA COMP DE A | 1.75M | $16M | 5.2% | +14% |
| 8 | PPC | PILGRIMS PRIDE CORP | 500K | $14M | 4.5% | NEW |
| 9 | FRO | FRONTLINE PLC | 370K | $13M | 4.1% | NEW |
| 10 | MOS | MOSAIC CO | 500K | $11M | 3.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE THOMIST SIGNAL
AC read
Thomist Capital Management, LP is a Other fund managing $315 million in assets. The fund runs a portfolio of 45 positions.
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