Thomist Capital Management, LP - Q42025 Holdings

Thomist Capital Management, LP holds 65 stocks with a total portfolio value of $ 470.97M as of Q42025. In Q42025, Thomist Capital Management, LP added 32 new positions, increased stakes in 21 stocks, reduced 12 holdings, and fully exited 43 positions. The largest holding is Seadrill LTD (SDRL), representing 13.46% of the total portfolio.