HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ALGOMA STL GROUP INC |
2,499,464 | -686,450 | $25,320 |
| ASTL | 2,499,464 | -686,450 | $25,320 |
| SIGMA LITHIUM CORPORATION |
705,862 | -499,649 | $22,432 |
| SGML | 705,862 | -178,549 | $22,432 |
| TECK RESOURCES LTD |
408,017 | +260,090 | $17,390 |
| TECK | 408,017 | +260,090 | $17,390 |
| MURPHY OIL CORP |
388,302 | +330,815 | $16,728 |
| MUR | 388,302 | +330,815 | $16,728 |
| RIO TINTO PLC |
202,500 | -30,079 | $15,094 |
| RIO | 202,500 | -30,079 | $15,094 |
| FREEPORT MCMORAN INC |
342,300 | +297,300 | $14,726 |
| FCX | 342,300 | +297,300 | $14,726 |
| SELECT SECTOR SPDR TR (XLE) |
170,400 | +60,400 | $14,319 |
| XLE | 170,400 | +60,400 | $14,319 |
| CONOCOPHILLIPS |
92,000 | +92,000 | $10,718 |
| COP | 92,000 | +92,000 | $10,718 |
| PEABODY ENERGY CORP |
347,321 | -17,602 | $8,548 |
| BTU | 347,321 | -17,602 | $8,548 |
| HF SINCLAIR CORP |
119,300 | +119,300 | $6,633 |
| DINO | 119,300 | +119,300 | $6,633 |
| ATLAS LITHIUM CORP |
190,275 | +130,230 | $6,348 |
| ATLX | 190,275 | +130,230 | $6,348 |
| ARCHER DANIELS MIDLAND CO |
85,800 | +85,800 | $6,201 |
| ADM | 85,800 | +85,800 | $6,201 |
| INVESCO EXCH TRADED FD TR II (TAN) |
103,800 | +103,800 | $5,628 |
| TAN | 103,800 | +103,800 | $5,628 |
| BAYTEX ENERGY CORP |
1,611,430 | -1,475,638 | $5,350 |
| BTE | 1,611,430 | -1,475,638 | $5,350 |
| VANGUARD INDEX FDS (VOO) |
11,500 | +11,500 | $5,037 |
| VOO | 11,500 | +11,500 | $5,037 |
| SPDR GOLD TR (GLD) |
25,900 | +25,900 | $4,959 |
| GLD | 25,900 | +25,900 | $4,959 |
| PAR PAC HOLDINGS INC |
135,022 | +56,513 | $4,940 |
| PARR | 135,022 | +56,513 | $4,940 |
| VANECK ETF TRUST (GDX) |
155,200 | +155,200 | $4,838 |
| GDX | 155,200 | +155,200 | $4,838 |
| VALERO ENERGY CORP |
34,600 | +34,600 | $4,501 |
| VLO | 34,600 | +34,600 | $4,501 |
| MARATHON PETE CORP |
30,619 | -62,108 | $4,497 |
| MPC | 30,619 | -62,108 | $4,497 |
| ARCH RESOURCES INC |
25,551 | +19,054 | $4,259 |
| ARCH | 25,551 | +19,054 | $4,259 |
| CF INDS HLDGS INC |
51,700 | +51,700 | $4,118 |
| CF | 51,700 | +51,700 | $4,118 |
| TALOS ENERGY INC |
206,000 | +206,000 | $2,952 |
| TALO | 206,000 | +206,000 | $2,952 |
| FERROGLOBE PLC |
434,312 | +434,312 | $2,919 |
| GSM | 434,312 | +434,312 | $2,919 |
| PBF ENERGY INC |
63,200 | +63,200 | $2,797 |
| PBF | 63,200 | +63,200 | $2,797 |
| ALPHA METALLURGICAL RESOUR I |
7,198 | +7,198 | $2,500 |
| AMR | 7,198 | +7,198 | $2,500 |
| TRINSEO PLC |
215,830 | +215,830 | $1,882 |
| TSE | 215,830 | +215,830 | $1,882 |
See Full List: All Stocks Held By Thomist Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Thomist Capital Management LP
|
Size ($ in 1000's)
At 12/31/2023: $227,340 At 09/30/2023: $161,037 Thomist Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Thomist Capital Management LP 13F filings. Link to 13F filings: SEC filings |
