Thomist Capital Management, LP - Q42025 Holdings

Thomist Capital Management, LP holds 62 stocks with a total portfolio value of $ 470.97M as of Q42025. In Q42025, Thomist Capital Management, LP added 27 new positions, increased stakes in 23 stocks, reduced 12 holdings, and fully exited 39 positions. The largest holding is Seadrill LTD (SDRL), representing 13.46% of the total portfolio.