SEC Form 13F

Thomist Capital Management, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$314,577,461
Positions45

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DARLING INGREDIENTS INCDARCOM$30,920,054566,094
ARIS MINING CORPORATIONARISCOM$26,110,7051,751,221
DHT HOLDINGS INCDHTSHS NEW$22,961,7401,389,095
CORE NATURAL RESOURCES INCCNRCOM SHS$21,327,891266,532
GREEN PLAINS INCGPRECOM$19,542,0131,270,612
HUDBAY MINERALS INCHBMCOM$17,311,505734,227
CONTROLADORA VUELA COMP DE AVLRSSPON ADR RP 10$16,441,6701,754,714
PILGRIMS PRIDE CORPUnresolvedCALL$14,055,000500,000
FRONTLINE PLCFROCOM$12,863,255369,740
MOSAIC COUnresolvedCALL$10,595,000500,000

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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