THOMIST CAPITAL MANAGEMENT, LP

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$307M
Signature - Title
Logan Moncrief - Chief Compliance Officer
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by THOMIST CAPITAL MANAGEMENT, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. THOMIST CAPITAL MANAGEMENT, LP reported 45 stock holdings with total value $307M as of Q4 2024. Top holdings included STLD, ASTL, SDRL, CHRD, and DAR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 45 $307M +$177M -$208M -$31.7M STLD, ASTL, SDRL, CHRD, DAR 13F-HR 2/14/2025, 09:45 AM
Q3 2024 28 $396M +$224M -$92M +$132M BTU, PSX, ASTL, CIVI, SDRL 13F-HR 11/14/2024, 10:37 AM
Q2 2024 35 $231M +$111M -$66.2M +$44.9M BTU, MPC, GSM, VOO, PSX 13F-HR 8/12/2024, 11:39 AM
Q1 2024 26 $239M +$139M -$112M +$27.3M BTU, ASTL, MPC, SBOW, VOO 13F-HR 4/30/2024, 02:01 PM
Q4 2023 27 $222M +$118M -$44.9M +$73.6M ASTL, SGML, TECK, MUR, RIO 13F-HR 2/14/2024, 03:25 PM
Q3 2023 35 $161M +$58.1M -$72.8M -$14.7M SGML, ASTL, RIO, MPC, BTE 13F-HR 11/14/2023, 11:47 AM
Q2 2023 21 $158M +$96.9M -$15.6M +$81.3M SGML, VOO, ASTL, BTE, MPC 13F-HR 8/10/2023, 05:42 PM
Q1 2023 20 $169M +$112M -$30.3M +$82.2M SGML, PDCE, CHRD, BTU, ROCC 13F-HR 5/15/2023, 09:33 AM
Q4 2022 29 $203M +$144M -$11M +$132M MPC, PDCE, MGY, FCX, TECK 13F-HR 2/9/2023, 11:19 AM
Q3 2022 20 $134M +$104M -$23.5M +$80.8M BTU, BG, PDCE, MPC, DINO 13F-HR 10/21/2022, 05:12 PM
Q2 2022 22 $143M +$122M -$37M +$85.5M PDCE, CHRD, DK, PARR, CRC 13F-HR 8/12/2022, 04:47 PM
Q1 2022 16 $84.1M +$58.3M -$20M +$38.3M PBF, SM, DEN, MPC, PSX 13F-HR 5/13/2022, 09:20 AM
Q4 2021 13 $102M PDCE, CHRD, VLO, NOG, DEN 13F-HR 2/11/2022, 08:52 AM