News + Filings Holdings
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THOMIST CAPITAL MANAGEMENT, LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Sigma Lithium Corp
| SGML | Common Stock | 924,466 | 924,466 | 33,400,957,000 | 33,400,957,000 | 19.72 | |
Hist
| 03/31/2023 |
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PDC ENERGY, INC.
| PDCE | Common | 465,033 | 31,397 | 31,529,237,000 | 31,502,521,000 | 18.62 | 0.53 |
Hist
| 03/31/2023 |
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Chord Energy Corp
| OAS | Common | 161,889 | 26,919 | 22,891,105,000 | 22,874,686,000 | 13.52 | 0.39 |
Hist
| 03/31/2023 |
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PEABODY ENERGY CORP
| BTU | Common | 548,909 | 548,909 | 13,848,974,000 | 13,848,974,000 | 8.18 | 0.38 |
Hist
| 03/31/2023 |
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Ranger Oil Corp
| PVAC | COM | 310,497 | 310,497 | 13,050,189,000 | 13,050,189,000 | 7.71 | 0.75 |
Hist
| 03/31/2023 |
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Algoma Steel Group Inc.
| ASTL | COM | 1,223,323 | 1,223,323 | 9,333,954,000 | 9,333,954,000 | 5.51 | |
Hist
| 03/31/2023 |
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Alpha Metallurgical Resources, Inc.
| AMR | COM | 58,391 | 58,391 | 8,932,655,000 | 8,932,655,000 | 5.27 | 0.38 |
Hist
| 03/31/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 22,000 | 22,000 | 8,279,920,000 | 8,279,920,000 | 4.89 | |
Hist
| 03/31/2023 |
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California Resources Corp
| CRC | Common | 166,600 | -37,480 | 6,595,694,000 | 6,587,837,000 | 3.89 | 0.23 |
Hist
| 03/31/2023 |
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CLEVELAND-CLIFFS INC.
| CLF | Stock | 259,085 | 259,085 | 4,645,394,000 | 4,645,394,000 | 2.74 | 0.05 |
Hist
| 03/31/2023 |
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DENBURY INC
| DEN | Common | 40,036 | 15,036 | 3,761,783,000 | 3,760,283,000 | 2.22 | 0.08 |
Hist
| 03/31/2023 |
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CF Industries Holdings, Inc.
| CF | Common | 37,410 | -22,590 | 2,757,491,000 | 2,752,347,000 | 1.63 | 0.02 |
Hist
| 03/31/2023 |
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ARCH RESOURCES, INC.
| ARCH | Common | 18,440 | -6,560 | 2,373,781,000 | 2,370,204,000 | 1.40 | |
Hist
| 03/31/2023 |
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PAR PACIFIC HOLDINGS, INC.
| PARR | Common | 71,641 | -459,884 | 2,032,455,000 | 2,024,169,000 | 1.20 | 0.12 |
Hist
| 03/31/2023 |
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FREEPORT-MCMORAN INC
| FCX | Common | 35,000 | 35,000 | 1,404,550,000 | 1,404,550,000 | 0.83 | |
Hist
| 03/31/2023 |
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CIVITAS RESOURCES, INC.
| CIVI | Common | 17,570 | 17,570 | 1,263,107,000 | 1,263,107,000 | 0.75 | 0.02 |
Hist
| 03/31/2023 |
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NET Power Inc.
| RONI | Common | 105,253 | 105,253 | 1,111,472,000 | 1,111,472,000 | 0.66 | 0.24 |
Hist
| 03/31/2023 |
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AEMETIS, INC
| AMTX | Common | 426,252 | 426,252 | 869,554,000 | 869,554,000 | 0.51 | 1.16 |
Hist
| 03/31/2023 |
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TALOS ENERGY INC.
| TALO | Common | 49,228 | 49,228 | 735,466,000 | 735,466,000 | 0.43 | |
Hist
| 03/31/2023 |
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Piedmont Lithium Inc.
| PLL | COM | 10,351 | 10,351 | 538,045,000 | 538,045,000 | 0.32 | |
Hist
| 03/31/2023 |
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CONSOL Energy Inc.
| CEIX | Common | 0 | -90,376 | 0 | -4,463,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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NET Power Inc.
| RONI/U | Common | 0 | -105,270 | 0 | -1,037,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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PBF Energy Inc.
| PBF | CL A | 0 | -99,261 | 0 | -2,881,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Permian Resources Corp
| CDEV | Common | 0 | -768,496 | 0 | -4,596,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Delek US Energy, Inc.
| DK | COM | 0 | -456,482 | 0 | -11,795,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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VANECK VECTORS ETF TR GOLD MINERS
| GDX | STOCK | 0 | -40,000 | 0 | -1,095,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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VALERO ENERGY CORP
| | Call | 0 | -4,900 | 0 | -521,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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NORDIC AMERICAN TANKERS Ltd
| NAT | Common | 0 | -1,105,424 | 0 | -2,355,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Green Plains Inc.
| GPRE | Common | 0 | -37,010 | 0 | -1,006,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Vertex Energy Inc.
| VTNR | Common | 0 | -100,000 | 0 | -1,052,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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SM Energy Co
| SM | COM | 0 | -147,360 | 0 | -5,038,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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Marathon Petroleum Corp
| MPC | Common | 0 | -50,000 | 0 | -4,111,000 | 0.00 | 0.00 |
Hist
| 03/31/2023 |
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