StockDriftsStockDriftsTop 32 Thomist Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DAR | DARLING INGREDIENTS INC | 11.4% | 566.1K | $30.9M | new | $42.94(+53.10%) | 2026-06-30 | |
| ARIS | ARIS MINING CORPORATION | 9.63% | 1.75M | $26.1M | +52.60%(+603.65K) | $11.63(+47.90%) | 2026-06-30 | |
| DHT | DHT HOLDINGS INC | 8.47% | 1.39M | $23.0M | +474.73%(+1.15M) | $16.88(+13.72%) | 2026-06-30 | |
| CNR | CORE NATURAL RESOURCES INC | 7.86% | 266.5K | $21.3M | +18.56%(+41.73K) | $89.19(+4.82%) | 2026-06-30 | |
| GPRE | GREEN PLAINS INC | 7.2% | 1.27M | $19.5M | new | $12.59(+23.47%) | 2026-06-30 | |
| HBM | HUDBAY MINERALS INC | 6.38% | 734.2K | $17.3M | new | $9.94(+166.36%) | 2026-06-30 | |
| VLRS | CONTROLADORA VUELA COMP DE A | 6.06% | 1.75M | $16.4M | +14.01%(+215.62K) | $6.91(+16.05%) | 2026-06-30 | |
| FRO | FRONTLINE PLC | 4.74% | 369.7K | $12.9M | new | $34.09(+18.86%) | 2026-06-30 | |
| DK | DELEK US HLDGS INC NEW | 3.79% | 202.3K | $10.3M | -45.75%(-170.64K) | $18.41(+270.89%) | 2026-06-30 | |
| BTU | PEABODY ENGR CORP | 3.6% | 422.4K | $9.8M | +82.43%(+190.88K) | $26.59(-9.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.90% | +55.70% | — | — | +160.81% |
| Top 20 Holdings Unweighted | +18.43% | +66.12% | — | — | +221.26% |
Thomist Capital Management LP reports $314.58M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are DAR (11.4%), ARIS (9.6%) and DHT (8.5%). The top 20 holdings account for 89.15% of reported assets. Its disclosed equity book has returned +55.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Thomist Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767809). View Thomist Capital Management LP’s 13F filings on SEC