THOMIST CAPITAL MANAGEMENT, LP
Q2 2025 13F Holdings
- Locationhouston, TX
- Num holdings
43
- Value ($000)
$269,068
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001767809
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
1522985D DELEK US HLDGS INC NEW | COM | 24665A103 | $46.98M | 18 % | 2,100,000 | call | |
SEADRILL LTD | COM | G7997W102 | $33.18M | 12 % | 1,273,094 | ||
PARR PAR PAC HOLDINGS INC | COM NEW | 69888T207 | $22.10M | 8 % | 704,300 | call | |
METC RAMACO RES INC | COM CL A | 75134P600 | $14.96M | 6 % | 735,100 | call | |
CMC COMMERCIAL METALS CO | COM | 201723103 | $14.95M | 6 % | 298,871 | ||
AA ALCOA CORP | COM | 013872106 | $13.40M | 5 % | 447,100 | call | |
HBM HUDBAY MINERALS INC | COM | 443628102 | $13.40M | 5 % | 1,268,513 | ||
1522985D DELEK US HLDGS INC NEW | COM | 24665A103 | $13.05M | 5 % | 615,907 | ||
METC RAMACO RES INC | COM CL A | 75134P600 | $11.05M | 4 % | 905,747 | ||
AA ALCOA CORP | COM | 013872106 | $7.41M | 3 % | 260,437 |
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