Thomist Capital Management, LP - Q12026 Holdings

Thomist Capital Management, LP holds 54 stocks with a total portfolio value of $ 371.48M as of Q12026. In Q12026, Thomist Capital Management, LP added 36 new positions, increased stakes in 10 stocks, reduced 8 holdings, and fully exited 47 positions. The largest holding is Hf Sinclair Corp (DINO), representing 9.51% of the total portfolio.