85 is the total number of securities THOMIST CAPITAL MANAGEMENT, LP has owned. The longest THOMIST CAPITAL MANAGEMENT, LP has owned a single stock is 6 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| MPC | MARATHON PETE CORP | 4 | 2 | 2.88% | 7.49% | 11.61% | Q1 2022 | Q3 2023 | 6 |
| PARR | PAR PAC HOLDINGS INC | 6 | 6 | 1.20% | 2.49% | 5.79% | Q2 2022 | Q3 2023 | 6 |
| PDCE | PDC ENERGY INC | 4 | 1 | 9.34% | 16.90% | 28.35% | Q4 2021 | Q1 2023 | 5 |
| SIGMA LITHIUM CORPORATION | 5 | 5 | 3.00% | 13.53% | 22.47% | Q3 2022 | Q3 2023 | 5 | |
| OAS | OASIS PETROLEUM INC | 3 | 2 | 2.31% | 10.08% | 20.66% | Q4 2021 | Q1 2023 | 5 |
| PBF | PBF ENERGY INC | 3 | 1 | 0.60% | 4.35% | 8.54% | Q4 2021 | Q2 2023 | 5 |
| BTU | PEABODY ENERGY CORP | 3 | 1 | 0.63% | 11.46% | 31.16% | Q3 2022 | Q3 2023 | 4 |
| DEN | DENBURY INC | 3 | 1 | 1.05% | 4.90% | 9.62% | Q4 2021 | Q1 2023 | 4 |
| SM | SM ENERGY CO | 3 | 1 | 2.35% | 3.90% | 7.17% | Q1 2022 | Q2 2023 | 4 |
| AMTX | AEMETIS INC | 2 | 1 | 0.37% | 0.92% | 1.85% | Q4 2021 | Q3 2023 | 4 |
| RONIU | RICE ACQUISITION CORP II | 3 | 1 | 0.54% | 0.76% | 1.17% | Q4 2021 | Q4 2022 | 4 |
| ALGOMA STL GROUP INC | 3 | 3 | 5.51% | 10.29% | 13.45% | Q1 2023 | Q3 2023 | 3 | |
| PVAC | RANGER OIL CORPORATION | 3 | 3 | 4.77% | 5.78% | 7.71% | Q3 2022 | Q1 2023 | 3 |
| BG | BUNGE LIMITED | 2 | 1 | 2.92% | 5.49% | 10.14% | Q3 2022 | Q2 2023 | 3 |
| XLE | SELECT SECTOR SPDR TR | 2 | 1 | 1.94% | 4.06% | 6.17% | Q4 2022 | Q3 2023 | 3 |
| FCX | FREEPORT-MCMORAN INC | 2 | 1 | 0.83% | 3.65% | 9.08% | Q4 2022 | Q3 2023 | 3 |
| CF | CF INDS HLDGS INC | 2 | 1 | 1.63% | 2.94% | 3.60% | Q2 2022 | Q1 2023 | 3 |
| CIVITAS RESOURCES INC | 2 | 1 | 0.75% | 2.27% | 3.82% | Q1 2022 | Q1 2023 | 3 | |
| NFE | NEW FORTRESS ENERGY INC | 2 | 1 | 0.52% | 1.62% | 3.72% | Q4 2021 | Q3 2022 | 3 |
| ARCH | ARCH RESOURCES INC | 1 | 1 | 0.69% | 1.53% | 2.50% | Q2 2022 | Q3 2023 | 3 |
| STNG | SCORPIO TANKERS INC | 2 | 1 | 0.31% | 0.75% | 1.54% | Q4 2021 | Q4 2022 | 3 |
| VOO | VANGUARD INDEX FDS | 2 | 2 | 4.89% | 9.59% | 14.29% | Q1 2023 | Q2 2023 | 2 |
| BTEGF | BAYTEX ENERGY CORP | 2 | 2 | 8.45% | 9.20% | 9.94% | Q2 2023 | Q3 2023 | 2 |
| VLO | VALERO ENERGY CORP | 1 | 1 | 2.40% | 7.88% | 13.36% | Q4 2021 | Q3 2022 | 2 |
| RIO | RIO TINTO PLC | 2 | 2 | 1.46% | 5.32% | 9.19% | Q2 2023 | Q3 2023 | 2 |
| HF SINCLAIR CORP | 2 | 2 | 3.64% | 5.29% | 6.95% | Q3 2022 | Q4 2022 | 2 | |
| TECK | TECK RESOURCES LTD | 1 | 1 | 3.96% | 5.19% | 6.43% | Q4 2022 | Q3 2023 | 2 |
| CRC | CALIFORNIA RES CORP | 1 | 1 | 3.90% | 4.69% | 5.49% | Q2 2022 | Q1 2023 | 2 |
| DK | DELEK US HLDGS INC NEW | 2 | 2 | 0.94% | 4.60% | 8.25% | Q1 2022 | Q2 2022 | 2 |
| AMR | ALPHA METALLURGICAL RE... | 2 | 2 | 3.11% | 4.19% | 5.27% | Q1 2023 | Q2 2023 | 2 |
| SIGMA LITHIUM CORPORATION | 2 | 2 | 0.91% | 3.69% | 6.47% | Q2 2023 | Q3 2023 | 2 | |
| DOW | DOW INC | 1 | 1 | 2.23% | 2.81% | 3.38% | Q1 2022 | Q4 2022 | 2 |
| CLF | CLEVELAND-CLIFFS INC NEW | 2 | 2 | 1.71% | 2.22% | 2.74% | Q4 2022 | Q1 2023 | 2 |
| CLNE | CLEAN ENERGY FUELS CORP | 1 | 1 | 1.50% | 2.20% | 2.90% | Q4 2022 | Q2 2023 | 2 |
| MUR | MURPHY OIL CORP | 2 | 2 | 1.62% | 1.94% | 2.26% | Q2 2023 | Q3 2023 | 2 |
| DAR | DARLING INGREDIENTS INC | 2 | 2 | 1.23% | 1.52% | 1.81% | Q3 2022 | Q4 2022 | 2 |
| HBM | HUDBAY MINERALS INC | 1 | 1 | 0.72% | 1.06% | 1.40% | Q4 2022 | Q3 2023 | 2 |
| NAT | NORDIC AMERICAN TANKER... | 2 | 2 | 0.44% | 1.04% | 1.65% | Q2 2022 | Q3 2022 | 2 |
| KOS | KOSMOS ENERGY LTD | 2 | 2 | 0.36% | 1.02% | 1.67% | Q2 2023 | Q3 2023 | 2 |
| CVI | CVR ENERGY INC | 1 | 1 | 0.87% | 0.98% | 1.08% | Q3 2022 | Q2 2023 | 2 |
| ATLAS LITHIUM CORP | 2 | 2 | 0.44% | 0.79% | 1.14% | Q2 2023 | Q3 2023 | 2 | |
| RICE ACQUISITION CORP II | 1 | 1 | 0.66% | 0.72% | 0.78% | Q3 2022 | Q1 2023 | 2 | |
| VTNR | VERTEX ENERGY INC | 1 | 1 | 0.37% | 0.55% | 0.74% | Q2 2022 | Q3 2023 | 2 |
| VANGUARD INDEX FDS | 1 | 1 | 44.09% | 44.09% | 44.09% | Q1 2022 | Q1 2022 | 1 | |
| NOG | NORTHERN OIL AND GAS I... | 1 | 1 | 9.81% | 9.81% | 9.81% | Q4 2021 | Q4 2021 | 1 |
| PBF ENERGY INC | 1 | 1 | 9.25% | 9.25% | 9.25% | Q2 2022 | Q2 2022 | 1 | |
| MGY | MAGNOLIA OIL & GAS CORP | 1 | 1 | 9.15% | 9.15% | 9.15% | Q4 2022 | Q4 2022 | 1 |
| CF INDS HLDGS INC | 1 | 1 | 8.66% | 8.66% | 8.66% | Q1 2022 | Q1 2022 | 1 | |
| DELEK US HLDGS INC NEW | 1 | 1 | 8.25% | 8.25% | 8.25% | Q2 2022 | Q2 2022 | 1 | |
| SBOW | SILVERBOW RES INC | 1 | 1 | 6.00% | 6.00% | 6.00% | Q3 2023 | Q3 2023 | 1 |
| ACTD | ARCLIGHT CLEAN TRANSIT... | 1 | 1 | 5.99% | 5.99% | 5.99% | Q4 2021 | Q4 2021 | 1 |
| HF SINCLAIR CORP | 1 | 1 | 5.97% | 5.97% | 5.97% | Q2 2022 | Q2 2022 | 1 | |
| ADM | ARCHER DANIELS MIDLAND CO | 1 | 1 | 5.88% | 5.88% | 5.88% | Q3 2022 | Q3 2022 | 1 |
| CE | CELANESE CORP DEL | 1 | 1 | 5.04% | 5.04% | 5.04% | Q4 2022 | Q4 2022 | 1 |
| PSX | PHILLIPS 66 | 1 | 1 | 3.67% | 3.67% | 3.67% | Q1 2022 | Q1 2022 | 1 |
| CDEV | CENTENNIAL RESOURCE DE... | 1 | 1 | 3.21% | 3.21% | 3.21% | Q2 2022 | Q2 2022 | 1 |
| CEIX | CONSOL ENERGY INC NEW | 1 | 1 | 3.12% | 3.12% | 3.12% | Q2 2022 | Q2 2022 | 1 |
| VALE | VALE S A | 1 | 1 | 2.80% | 2.80% | 2.80% | Q4 2022 | Q4 2022 | 1 |
| HFC | HOLLYFRONTIER CORP | 1 | 1 | 2.70% | 2.70% | 2.70% | Q4 2021 | Q4 2021 | 1 |
| PBF ENERGY INC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q1 2022 | Q1 2022 | 1 | |
| EMN | EASTMAN CHEM CO | 1 | 1 | 2.61% | 2.61% | 2.61% | Q4 2022 | Q4 2022 | 1 |
| OLN | OLIN CORP | 1 | 1 | 2.48% | 2.48% | 2.48% | Q4 2022 | Q4 2022 | 1 |
| X | UNITED STATES STL CORP... | 1 | 1 | 2.35% | 2.35% | 2.35% | Q2 2023 | Q2 2023 | 1 |
| CPE | CALLON PETE CO DEL | 1 | 1 | 2.22% | 2.22% | 2.22% | Q4 2022 | Q4 2022 | 1 |
| CHK | CHESAPEAKE ENERGY CORP | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2022 | Q3 2022 | 1 |
| MOS | MOSAIC CO NEW | 1 | 1 | 1.57% | 1.57% | 1.57% | Q1 2022 | Q1 2022 | 1 |
| STLD | STEEL DYNAMICS INC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2023 | Q3 2023 | 1 |
| REI | RING ENERGY INC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2022 | Q1 2022 | 1 |
| NEXT | NEXTDECADE CORP | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2021 | Q4 2021 | 1 |
| NXE | NEXGEN ENERGY LTD | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2023 | Q3 2023 | 1 |
| CRESCENT ENERGY COMPANY | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 | |
| GDX | VANECK ETF TRUST | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2022 | Q2 2022 | 1 |
| GPRE | GREEN PLAINS INC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2022 | Q2 2022 | 1 |
| CRK | COMSTOCK RES INC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2022 | Q3 2022 | 1 |
| RUN | SUNRUN INC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
| NOVA | SUNNOVA ENERGY INTL INC. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
| CTVA | CORTEVA INC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2022 | Q4 2022 | 1 |
| TALO | TALOS ENERGY INC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2023 | Q1 2023 | 1 |
| VALERO ENERGY CORP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 | |
| PLL | PIEDMONT LITHIUM INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
| GEVO | GEVO INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
| ALTO | ALTO INGREDIENTS INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
| PLUG | PLUG POWER INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
| TELL | TELLURIAN INC NEW | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
| AA | ALCOA CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Download | |||||||||
The securities at the top of the list , including MARATHON PETE CORP, PAR PAC HOLDINGS INC, and PDC ENERGY INC, are the highest-conviction holdings of THOMIST CAPITAL MANAGEMENT, LP.
The conviction is calculated by counting the number of quarters a security has been reported by THOMIST CAPITAL MANAGEMENT, LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that THOMIST CAPITAL MANAGEMENT, LP owns currently or has owned in the past.