| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ALTO | Exit | ALTO INGREDIENTS INC | $0 | – | -69,972 | -100.0% | -0.19% | – |
| VTNR | Exit | VERTEX ENERGY INC | $0 | – | -133,600 | -100.0% | -0.37% | – |
| AMTX | Exit | AEMETIS INC | $0 | – | -144,215 | -100.0% | -0.37% | – |
| NOVA | Exit | SUNNOVA ENERGY INTL INC. | $0 | – | -100,000 | -100.0% | -0.65% | – |
| RUN | Exit | SUNRUN INC | $0 | – | -85,000 | -100.0% | -0.66% | – |
| ARCH | Exit | ARCH RESOURCES INCcl a | $0 | – | -6,497 | -100.0% | -0.69% | – |
| HBM | Exit | HUDBAY MINERALS INC | $0 | – | -237,896 | -100.0% | -0.72% | – |
| Exit | CRESCENT ENERGY COMPANY | $0 | – | -104,786 | -100.0% | -0.82% | – | |
| NXE | Exit | NEXGEN ENERGY LTD | $0 | – | -250,000 | -100.0% | -0.93% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -45,000 | -100.0% | -1.04% | – |
| Exit | ATLAS LITHIUM CORP | $0 | – | -60,045 | -100.0% | -1.14% | – | |
| STLD | Exit | STEEL DYNAMICS INC | $0 | – | -18,802 | -100.0% | -1.25% | – |
| MUR | Exit | MURPHY OIL CORP | $0 | – | -57,487 | -100.0% | -1.62% | – |
| KOS | Exit | KOSMOS ENERGY LTD | $0 | – | -328,500 | -100.0% | -1.67% | – |
| PARR | Exit | PAR PAC HOLDINGS INC | $0 | – | -78,509 | -100.0% | -1.75% | – |
| TECK | Exit | TECK RESOURCES LTDcl b | $0 | – | -147,927 | -100.0% | -3.96% | – |
| BTU | Exit | PEABODY ENERGY CORP | $0 | – | -364,923 | -100.0% | -5.89% | – |
| SBOW | Exit | SILVERBOW RES INC | $0 | – | -270,059 | -100.0% | -6.00% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -110,000 | -100.0% | -6.17% | – |
| Exit | SIGMA LITHIUM CORPORATIONcall | $0 | – | -321,100 | -100.0% | -6.47% | – | |
| BTEGF | Exit | BAYTEX ENERGY CORP | $0 | – | -3,087,068 | -100.0% | -8.45% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -92,727 | -100.0% | -8.71% | – |
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -232,579 | -100.0% | -9.19% | – |
| Exit | ALGOMA STL GROUP INC | $0 | – | -3,185,914 | -100.0% | -13.45% | – | |
| Exit | SIGMA LITHIUM CORPORATION | $0 | – | -884,411 | -100.0% | -17.82% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MARATHON PETE CORP | 6 | Q3 2023 | 11.6% |
| PAR PAC HOLDINGS INC | 6 | Q3 2023 | 5.8% |
| PDC ENERGY INC | 5 | Q1 2023 | 28.3% |
| SIGMA LITHIUM CORPORATION | 5 | Q3 2023 | 22.5% |
| OASIS PETROLEUM INC | 5 | Q1 2023 | 20.7% |
| PBF ENERGY INC | 5 | Q2 2023 | 8.5% |
| PEABODY ENERGY CORP | 4 | Q3 2023 | 31.2% |
| DENBURY INC | 4 | Q1 2023 | 9.6% |
| SM ENERGY CO | 4 | Q2 2023 | 7.2% |
| AEMETIS INC | 4 | Q3 2023 | 1.8% |
View THOMIST CAPITAL MANAGEMENT, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
View THOMIST CAPITAL MANAGEMENT, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.