THOMIST CAPITAL MANAGEMENT, LP
Q3 2025 13F Holdings
- Locationhouston, TX
- Num holdings
76
- Value ($000)
$506,293
- Date Filed 11/14/2025
- Form type13F-HR
- CIK 0001767809
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | CALL | 78464A908 | $55.07M | 11 % | 870,000 | call | |
NUTRIEN LTD | PUT | 67077M958 | $47.73M | 9 % | 813,000 | put | |
SEADRILL LTD | COM | G7997W102 | $38.74M | 8 % | 1,269,299 | ||
SPDR S&P 500 ETF TR | PUT | 78462F953 | $33.31M | 7 % | 50,000 | put | |
BUNGE GLOBAL SA | COM SHS | H11356104 | $21.98M | 4 % | 266,664 | ||
D DARLING INGREDIENTS INC | COM | 237266101 | $20.45M | 4 % | 667,347 | ||
V VALERO ENERGY CORP | COM | 91913Y100 | $19.78M | 4 % | 114,900 | ||
G SPDR GOLD TR | GOLD SHS | 78463V107 | $17.02M | 3 % | 48,300 | ||
D HF SINCLAIR CORP | COM | 403949100 | $16.39M | 3 % | 312,400 | ||
O OLIN CORP | COM PAR $1 | 680665205 | $15.24M | 3 % | 623,386 |
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