Thomist Capital Management
$271M 13F equity value
64 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Thomist Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DAR | DARLING INGREDIENTS INC | 566,094 | $31M | 11.4% |
| ARIS | ARIS MINING CORPORATION | 1,751,221 | $26M | 9.6% |
| DHT | DHT HOLDINGS INC | 1,389,095 | $23M | 8.5% |
| CNR | CORE NATURAL RESOURCES INC | 266,532 | $21M | 7.9% |
| GPRE | GREEN PLAINS INC | 1,270,612 | $20M | 7.2% |
| HBM | HUDBAY MINERALS INC | 734,227 | $17M | 6.4% |
| VLRS | CONTROLADORA VUELA COMP DE A | 1,754,714 | $16M | 6.1% |
| FRO | FRONTLINE PLC | 369,740 | $13M | 4.7% |
| DK | DELEK US HLDGS INC NEW | 202,300 | $10M | 3.8% |
| BTU | PEABODY ENGR CORP | 422,432 | $10M | 3.6% |
Track Thomist Capital Management's 13F portfolio: $271M in reported holdings, 64 positions. Top holdings and quarterly changes on SentiSense.
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