0001420506-24-000662.txt : 20240430
0001420506-24-000662.hdr.sgml : 20240430
20240430140138
ACCESSION NUMBER: 0001420506-24-000662
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240430
DATE AS OF CHANGE: 20240430
EFFECTIVENESS DATE: 20240430
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: THOMIST CAPITAL MANAGEMENT, LP
CENTRAL INDEX KEY: 0001767809
ORGANIZATION NAME:
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: 24896221
BUSINESS ADDRESS:
STREET 1: 3773 RICHMOND AVE
STREET 2: SUITE 777
CITY: HOUSTON
STATE: TX
ZIP: 77046
BUSINESS PHONE: 8326782412
MAIL ADDRESS:
STREET 1: 3773 RICHMOND AVE
STREET 2: SUITE 777
CITY: HOUSTON
STATE: TX
ZIP: 77046
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001767809
XXXXXXXX
03-31-2024
03-31-2024
false
Thomist Capital Management, LP
3773 Richmond Ave
Suite 777
Houston
TX
77046
13F HOLDINGS REPORT
028-21786
N
Logan Moncrief
Chief Compliance Officer
832-678-2412
Logan Moncrief, Chief Compliance Officer
Houston
TX
04-30-2024
0
27
243454975
false
INFORMATION TABLE
2
Form13F_InfoTable.xml
INFORMATION TABLE FOR THOMIST CAPITAL MANAGEMENT, LP (7306)
ALGOMA STL GROUP INC
COM
015658107
42514499
5007597
SH
SOLE
5007597
0
0
ARCHER DANIELS MIDLAND CO
COM
039483102
3351667
53362
SH
SOLE
53362
0
0
ATLAS LITHIUM CORP
COM NEW
105861306
2733276
160592
SH
SOLE
160592
0
0
BAYTEX ENERGY CORP
COM
07317Q105
3787905
1043500
SH
SOLE
1043500
0
0
CF INDS HLDGS INC
COM
125269100
4926032
59200
SH
SOLE
59200
0
0
CHESAPEAKE ENERGY CORP
COM
165167735
1492344
16800
SH
SOLE
16800
0
0
CORTEVA INC
COM
22052L104
3114180
54000
SH
SOLE
54000
0
0
CRESCENT ENERGY COMPANY
CL A COM
44952J104
3024433
254154
SH
SOLE
254154
0
0
DOW INC
COM
260557103
4049307
69900
SH
SOLE
69900
0
0
FERROGLOBE PLC
SHS
G33856108
6016552
1208143
SH
SOLE
1208143
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
6300680
134000
SH
SOLE
134000
0
0
GEVO INC
COM PAR
374396406
1832796
2384280
SH
SOLE
2384280
0
0
LITHIUM AMERICAS ARGENTINA C
COM SHS
53681K100
3249011
602785
SH
SOLE
602785
0
0
MARATHON PETE CORP
COM
56585A102
21317894
105796
SH
SOLE
105796
0
0
MOSAIC CO NEW
COM
61945C103
3405054
104900
SH
SOLE
104900
0
0
NUTRIEN LTD
COM
67077M108
1982315
36500
SH
SOLE
36500
0
0
PAR PAC HOLDINGS INC
COM NEW
69888T207
13818414
372866
SH
SOLE
372866
0
0
PBF ENERGY INC
CL A
69318G106
3236988
56227
SH
SOLE
56227
0
0
PEABODY ENERGY CORP
COM
704551100
49120896
2024769
SH
SOLE
2024769
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
9592056
101600
SH
SOLE
101600
0
0
SIGMA LITHIUM CORPORATION
COM
826599102
8488269
654959
SH
SOLE
654959
0
0
SIGMA LITHIUM CORPORATION
CALL
826599902
4511376
348100
SH
Call
SOLE
348100
0
0
SILVERBOW RES INC
COM
82836G102
18129023
531020
SH
SOLE
531020
0
0
TECK RESOURCES LTD
CL B
878742204
6283671
137258
SH
SOLE
137258
0
0
TRINSEO PLC
SHS
G9059U107
626403
165715
SH
SOLE
165715
0
0
VALERO ENERGY CORP
COM
91913Y100
2611557
15300
SH
SOLE
15300
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
13938377
28996
SH
SOLE
28996
0
0