StockDriftsStockDriftsTop 43 Thomist Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DINO | HF SINCLAIR CORP | 12.08% | 566.1K | $35.3M | +83.75%(+258.01K) | $49.49(+41.45%) | 2026-03-31 | |
| CNR | CORE NATURAL RESOURCES INC | 8.05% | 224.8K | $23.5M | -3.93%(-9.20K) | $88.10(-6.05%) | 2026-03-31 | |
| ARIS | ARIS MINING CORPORATION | 7.29% | 1.15M | $21.3M | new | $9.29(+95.67%) | 2026-03-31 | |
| STLD | STEEL DYNAMICS INC | 6.48% | 105.3K | $19.0M | new | $151.18(+51.70%) | 2026-03-31 | |
| DK | DELEK US HLDGS INC NEW | 5.75% | 372.9K | $16.8M | new | $18.41(+143.33%) | 2026-03-31 | |
| SSRM | SSR MINING IN | 5.52% | 548.9K | $16.1M | new | $25.66(+22.33%) | 2026-03-31 | |
| EQX | EQUINOX GOLD CORP | 4.4% | 890.9K | $12.9M | new | $14.25(-7.16%) | 2026-03-31 | |
| VLRS | CONTROLADORA VUELA COMP DE A | 3.81% | 1.54M | $11.1M | +52.44%(+529.44K) | $6.74(-3.06%) | 2026-03-31 | |
| PR | PERMIAN RESOURCES CORP | 3.73% | 511.3K | $10.9M | new | $16.68(+24.95%) | 2026-03-31 | |
| LUV | SOUTHWEST AIRLS CO | 3.7% | 288.0K | $10.8M | +179.99%(+185.14K) | $37.66(+2.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.42% | +79.00% |
| Top 20 Holdings Unweighted | +28.45% | +111.94% |
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