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| Thomist Capital Management LP
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|---|---|
| CRD # | 299815 |
| SEC # | 801-114660 |
| CIK # | 0002034081, 0001767809 |
| AUM | 736.2 M (2026-03-02) |
| Employees | 10 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 832-678-2412 |
| Address | 3773 Richmond Ave Houston, TX 77046 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | The Thomist Fund LP | [2019-06-12] | 139.2 M | 661.2 M |
| Filed 2025-05-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 736.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 736.2 |
| By Discretionary | ||
| Discretionary | 2 | 736.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 736.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 736.2 | |
| Total | 2 | 736.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Logan Moncrief | Executive Officer | 2 | 2 | |
| Brian Kuzma | Executive Officer | 1 | 1 | |
| Thomist Capital LLC | Promoter | 1 | 1 |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 984500PBJ01E79BAFE37 |
| 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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