Thomist Capital Management, Lp Top Holdings and 13F Report (2024) → Americans Now Need $1.46M to Retire… (From Crypto 101 Media) (Ad) About Thomist Capital Management, LpInvestment ActivityThomist Capital Management, Lp has $243.45 million in total holdings as of March 31, 2024.Thomist Capital Management, Lp owns shares of 27 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 59.00% of the portfolio was purchased this quarter.About 46.76% of the portfolio was sold this quarter.This quarter, Thomist Capital Management, Lp has purchased 28 new stocks and bought additional shares in 7 stocks.Thomist Capital Management, Lp sold shares of 10 stocks and completely divested from 11 stocks this quarter.Largest Holdings Peabody Energy $49,120,896Algoma Steel Group $42,514,499Marathon Petroleum $21,317,894SilverBow Resources $18,129,023Vanguard S&P 500 ETF $13,938,377 Largest New Holdings this Quarter SilverBow Resources $18,129,023 HoldingSIGMA LITHIUM CORPORATION $4,511,376 HoldingDOW $4,049,307 HoldingMosaic $3,405,054 HoldingLITHIUM AMERICAS ARGENTINA C $3,249,011 Holding Largest Purchases this Quarter Peabody Energy 1,677,448 shares (about $40.69M)Algoma Steel Group 2,508,133 shares (about $21.29M)SilverBow Resources 531,020 shares (about $18.13M)Marathon Petroleum 75,177 shares (about $15.15M)Par Pacific 237,844 shares (about $8.81M) Largest Sales this Quarter Teck Resources 270,759 shares (about $12.40M)Freeport-McMoRan 208,300 shares (about $9.79M)Energy Select Sector SPDR Fund 68,800 shares (about $6.50M)Valero Energy 19,300 shares (about $3.29M)Baytex Energy 567,930 shares (about $2.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofThomist Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBTUPeabody Energy$49,120,896$40,694,889 ▲483.0%2,024,76920.2%Oils/EnergyASTLAlgoma Steel Group$42,514,499$21,294,049 ▲100.3%5,007,59717.5%Basic MaterialsMPCMarathon Petroleum$21,317,894$15,148,166 ▲245.5%105,7968.8%Oils/EnergySBOWSilverBow Resources$18,129,023$18,129,023 ▲New Holding531,0207.4%Oils/EnergyVOOVanguard S&P 500 ETF$13,938,377$8,410,327 ▲152.1%28,9965.7%ETFPARRPar Pacific$13,818,414$8,814,499 ▲176.2%372,8665.7%Oils/EnergyXLEEnergy Select Sector SPDR Fund$9,592,056$6,495,408 ▼-40.4%101,6003.9%ETFSGMLSigma Lithium$8,488,269$659,703 ▼-7.2%654,9593.5%Computer and TechnologyFCXFreeport-McMoRan$6,300,680$9,794,266 ▼-60.9%134,0002.6%Basic MaterialsTECKTeck Resources$6,283,671$12,395,347 ▼-66.4%137,2582.6%Basic MaterialsGSMFerroglobe$6,016,552$3,853,678 ▲178.2%1,208,1432.5%Basic MaterialsCFCF Industries$4,926,032$624,075 ▲14.5%59,2002.0%Basic MaterialsSIGMA LITHIUM CORPORATION$4,511,376$4,511,376 ▲New Holding348,1001.9%CALLDOWDOW$4,049,307$4,049,307 ▲New Holding69,9001.7%Basic MaterialsBTEBaytex Energy$3,787,905$2,061,586 ▼-35.2%1,043,5001.6%Oils/EnergyMOSMosaic$3,405,054$3,405,054 ▲New Holding104,9001.4%Basic MaterialsADMArcher-Daniels-Midland$3,351,667$2,037,431 ▼-37.8%53,3621.4%Consumer StaplesLITHIUM AMERICAS ARGENTINA C$3,249,011$3,249,011 ▲New Holding602,7851.3%COM SHSPBFPBF Energy$3,236,988$401,436 ▼-11.0%56,2271.3%Oils/EnergyCTVACorteva$3,114,180$3,114,180 ▲New Holding54,0001.3%Consumer StaplesCRGYCrescent Energy$3,024,433$3,024,433 ▲New Holding254,1541.2%Oils/EnergyATLXAtlas Lithium$2,733,276$505,205 ▼-15.6%160,5921.1%Basic MaterialsVLOValero Energy$2,611,557$3,294,317 ▼-55.8%15,3001.1%Oils/EnergyNTRNutrien$1,982,315$1,982,315 ▲New Holding36,5000.8%Basic MaterialsGEVOGevo$1,832,796$1,832,796 ▲New Holding2,384,2800.8%Oils/EnergyCHKChesapeake Energy$1,492,344$1,492,344 ▲New Holding16,8000.6%Oils/EnergyTSETrinseo$626,403$189,435 ▼-23.2%165,7150.3%Industrial ProductsMURMurphy Oil$0$16,728,050 ▼-100.0%00.0%Oils/EnergyRIORio Tinto Group$0$15,094,350 ▼-100.0%00.0%Basic MaterialsCOPConocoPhillips$0$10,718,000 ▼-100.0%00.0%Oils/EnergyDINOHF Sinclair$0$6,633,080 ▼-100.0%00.0%Oils/EnergyTANInvesco Solar ETF$0$5,628,036 ▼-100.0%00.0%ETFGLDSPDR Gold Shares$0$4,959,073 ▼-100.0%00.0%FinanceGDXVanEck Gold Miners ETF$0$4,837,584 ▼-100.0%00.0%ETFARCHArch Resources$0$4,258,585 ▼-100.0%00.0%Oils/EnergyTALOTalos Energy$0$2,951,980 ▼-100.0%00.0%Oils/EnergyAMRAlpha Metallurgical Resources$0$2,500,297 ▼-100.0%00.0%Basic MaterialsNXENexGen Energy$0$1,706,285 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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