0001420506-23-000306.txt : 20230209 0001420506-23-000306.hdr.sgml : 20230209 20230209121907 ACCESSION NUMBER: 0001420506-23-000306 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230209 DATE AS OF CHANGE: 20230209 EFFECTIVENESS DATE: 20230209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: THOMIST CAPITAL MANAGEMENT, LP CENTRAL INDEX KEY: 0001767809 IRS NUMBER: 832314512 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21786 FILM NUMBER: 23604925 BUSINESS ADDRESS: STREET 1: 3773 RICHMOND AVE STREET 2: SUITE 675 CITY: HOUSTON STATE: TX ZIP: 77046 BUSINESS PHONE: 8326782412 MAIL ADDRESS: STREET 1: 3773 RICHMOND AVE STREET 2: SUITE 675 CITY: HOUSTON STATE: TX ZIP: 77046 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001767809 XXXXXXXX 12-31-2022 12-31-2022 false Thomist Capital Management, LP

3773 Richmond Ave Suite 675 Houston TX 77046

13F HOLDINGS REPORT 028-21786 N Logan Moncrief 832-678-2412 Logan Moncrief, Chief Compliance Officer Houston TX 02-09-2023 0 29 203017165 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR THOMIST CAPITAL MANAGEMENT, LP (5785) AEMETIS INC COM NEW 00770K202 1907477 481686 SH SOLE 481686 0 0 BUNGE LIMITED COM G16962105 6930124 69461 SH SOLE 69461 0 0 CALLON PETE CO DEL COM 13123X508 4512629 121667 SH SOLE 121667 0 0 CELANESE CORP DEL COM 150870103 10224000 100000 SH SOLE 100000 0 0 CHORD ENERGY CORPORATION COM NEW 674215207 4687931 34266 SH SOLE 34266 0 0 CIVITAS RESOURCES INC COM NEW 17888H103 7763431 134014 SH SOLE 134014 0 0 CLEAN ENERGY FUELS CORP COM 184499101 3054953 587491 SH SOLE 587491 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 3465615 215122 SH SOLE 215122 0 0 CORTEVA INC COM 22052L104 881700 15000 SH SOLE 15000 0 0 DARLING INGREDIENTS INC COM 237266101 2503600 40000 SH SOLE 40000 0 0 DOW INC COM 260557103 4535100 90000 SH SOLE 90000 0 0 EASTMAN CHEM CO COM 277432100 5293600 65000 SH SOLE 65000 0 0 FREEPORT-MCMORAN INC CL B 35671D857 18430000 485000 SH SOLE 485000 0 0 HF SINCLAIR CORP COM 403949100 7384258 142306 SH SOLE 142306 0 0 HUDBAY MINERALS INC COM 443628102 2848148 563800 SH SOLE 563800 0 0 MAGNOLIA OIL & GAS CORP CL A 559663109 18575214 792120 SH SOLE 792120 0 0 MARATHON PETE CORP COM 56585A102 23575376 202555 SH SOLE 202555 0 0 OLIN CORP COM PAR $1 680665205 5029300 95000 SH SOLE 95000 0 0 PAR PAC HOLDINGS INC COM NEW 69888T207 4756671 204588 SH SOLE 204588 0 0 PBF ENERGY INC CL A 69318G106 1223400 30000 SH SOLE 30000 0 0 PDC ENERGY INC COM 69327R101 18967761 298799 SH SOLE 298799 0 0 PLUG POWER INC COM NEW 72919P202 247400 20000 SH SOLE 20000 0 0 RANGER OIL CORPORATION CLASS A COM 70788V102 9887480 244558 SH SOLE 244558 0 0 RICE ACQUISITION CORP II UNIT 99/99/9999 G75529118 1105335 105270 SH SOLE 105270 0 0 SCORPIO TANKERS INC SHS Y7542C130 3134468 58294 SH SOLE 58294 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 3936150 45000 SH SOLE 45000 0 0 SIGMA LITHIUM CORPORATION COM 826599102 9423194 333919 SH SOLE 333919 0 0 TECK RESOURCES LTD CL B 878742204 13047900 345000 SH SOLE 345000 0 0 VALE S A SPONSORED ADS 91912E105 5684950 335000 SH SOLE 335000 0 0