Thomist Capital LLC

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Thomist Capital LLC
CIK #0002034081, 0001767809
CIK Period
0002034081 0001767809
Sector Form 13F Holdings Value ($M)
HF Sinclair Corp 35.3
Consol Energy Inc 23.5
ARIS Mining Corp 21.3
Steel Dynamics Inc 19.0
Delek US Holdings Inc 16.8
SSR Mining Inc 16.1
Equinox Gold Corp 12.9
Controladora Vuela Compania de Aviacion SAB de CV 11.1
Silver Run Acquisition Corp 10.9
Southwest Airlines Co 10.8
Royal Gold Inc 9.5
Westlake Chemical Corp 8.5
Baytex Energy Corp 8.4
Peabody Energy Corp 7.6
Eastman Chemical Co 6.5
Scorpio Tankers Inc 4.6
Ferroglobe PLC 4.5
DHT Holdings Inc 4.4
Olin Corp 4.0
Polaris Industries Inc/MN 3.7
Ryanair Holdings PLC 3.2
Camping World Holdings Inc 3.1
 
 
 
 
 
 
 
 
 
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EDGAR Form CIK 2011 - 2026
13F-HR [0001767809]
3 [0001767809]
4 [0001767809]
SC 13D [0001767809]
SC 13G [0001767809]
3 [0002034081]
4 [0002034081]
Form 13D/13G Filer Form 13D/13G Subject Filed
Thomist Capital Management LP Amplify Energy Corp [2026-02-12]
Thomist Capital Management LP Peabody Energy Corp [2024-08-20]
Form 3/4/5 Subject 2011 - 2026
Thomist Fund LP
Peabody Energy Corp
Thomist Capital Management LP
Kuzma Brian L
Thomist Capital LLC
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Peabody Energy Corp BTU
Common Stock
2024-08-16 Option exercise 20,100 $23.00 462,300
Peabody Energy Corp BTU
Call Option (Right to Buy) · derivative
2024-08-16 Sell 2,914
Peabody Energy Corp BTU
Put Option (Obligation to Buy) · derivative
2024-08-16 Option exercise 201 $0.00
Peabody Energy Corp BTU
Call Option (Right to Buy) · derivative
2024-08-16 Sell 8,257
Peabody Energy Corp BTU
Call Option (Right to Buy) · derivative
2024-08-16 Sell 5,829
Peabody Energy Corp BTU
Put Option (Obligation to Buy) · derivative
2024-08-15 Option exercise 318 $0.00
Peabody Energy Corp BTU
Common Stock
2024-08-15 Option exercise 26,000 $23.00 598,000
Peabody Energy Corp BTU
Put Option (Obligation to Buy) · derivative
2024-08-15 Option exercise 260 $0.00
Peabody Energy Corp BTU
Common Stock
2024-08-15 Option exercise 31,800 $23.00 731,400
Peabody Energy Corp BTU
Common Stock
2024-08-14 Buy 24,300
Peabody Energy Corp BTU
Common Stock
2024-08-14 Buy 48,600
Peabody Energy Corp BTU
Common Stock
2024-08-14 Buy 24,300
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