account_balance
Investment manager · 13F filer · SEC CIK 1767809
Thomist Capital Management, LP
Reported value$271Mas of Jun 30, 2026
Positions39 21 new, 25 sold out
Top 10 weight69.1%DAR alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DARDarling Ingredients Inc
11.4%New
ARISAris Mining Corporation
9.6%Added +53%
DHTDHT Holdings Inc
8.5%Added +475%
CNRCore Natural Resources Inc
7.9%Added +19%
GPREGreen Plains Inc
7.2%New
HBMHudbay Minerals Inc
6.4%New
VLRSControladora Vuela Comp de A
6.1%Added +14%
FROFrontline PLC
4.7%New
DKDelek US Hldgs Inc New
3.8%Trimmed −46%
BTUPeabody Engr Corp
3.6%Added +82%
WLKWestlake Corporation
2.6%Added +32%
DINOHf Sinclair Corp
2.5%Trimmed −83%
DARDarling Ingredients Inc
11.4%New
ARISAris Mining Corporation
9.6%Added +53%
DHTDHT Holdings Inc
8.5%Added +475%
CNRCore Natural Resources Inc
7.9%Added +19%
GPREGreen Plains Inc
7.2%New
HBM6.4%VLRS6.1%FRO4.7%DK3.8%BTU3.6%WLK2.6%DINO2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DAR Darling Ingredients Inc 11.4% NewARIS Aris Mining Corporation 9.6% Added +53%DHT DHT Holdings Inc 8.5% Added +475%CNR Core Natural Resources Inc 7.9% Added +19%GPRE Green Plains Inc 7.2% NewHBM Hudbay Minerals Inc 6.4% NewVLRS Controladora Vuela Comp de A 6.1% Added +14%FRO Frontline PLC 4.7% NewDK Delek US Hldgs Inc New 3.8% Trimmed −46%BTU Peabody Engr Corp 3.6% Added +82%WLK Westlake Corporation 2.6% Added +32%DINO Hf Sinclair Corp 2.5% Trimmed −83%
What changed