13F Filings History of THOMIST CAPITAL MANAGEMENT, LP

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$366,593,390
Signature - Title
Logan Moncrief - Chief Compliance Officer
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by THOMIST CAPITAL MANAGEMENT, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. THOMIST CAPITAL MANAGEMENT, LP reported 58 stock holdings with total value $366,593,390 as of Q4 2025. Top holdings included SDRL, SOC, CNR, MPC, and B.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 58 $366,593,390 +$218,737,247 -$192,948,943 +$25,788,304 SDRL, SOC, CNR, MPC, B 13F-HR 13 Feb 2026, 09:09
Q3 2025 59 $320,866,288 +$229,650,074 -$87,495,046 +$142,155,028 SDRL, BG, DAR, VLO, GLD 13F-HR 14 Nov 2025, 12:00
Q2 2025 35 $159,972,349 +$86,802,965 -$174,719,520 -$87,916,555 SDRL, CMC, HBM, DK, METC 13F-HR 13 Aug 2025, 13:34
Q1 2025 33 $237,667,790 +$142,398,613 -$194,623,818 -$52,225,205 SDRL, SPY, DINO, SOC, HBM 13F-HR 14 May 2025, 13:48
Q4 2024 45 $307,133,580 +$176,559,937 -$208,304,155 -$31,744,218 STLD, ASTL, SDRL, CHRD, DAR 13F-HR 14 Feb 2025, 09:45
Q3 2024 28 $396,124,235 +$224,080,526 -$92,008,275 +$132,072,251 BTU, PSX, ASTL, CIVI, SDRL 13F-HR 14 Nov 2024, 10:37
Q2 2024 35 $230,845,322 +$111,069,253 -$66,214,605 +$44,854,648 BTU, MPC, GSM, VOO, PSX 13F-HR 12 Aug 2024, 11:39
Q1 2024 26 $238,943,599 +$142,321,112 -$111,787,866 +$30,533,246 BTU, ASTL, MPC, SBOW, VOO 13F-HR 30 Apr 2024, 14:01
Q4 2023 29 $222,542,011 +$118,472,672 -$54,929,255 +$63,543,417 ASTL, SGML, TECK, MUR, RIO 13F-HR 14 Feb 2024, 15:25
Q3 2023 24 $150,622,040 +$58,135,364 -$71,814,756 -$13,679,392 SGML, ASTL, RIO, MPC, BTE 13F-HR 14 Nov 2023, 11:47
Q2 2023 20 $158,009,424 +$96,867,931 -$109,099,800 -$12,231,869 SGML, VOO, ASTL, BTE, MPC 13F-HR 10 Aug 2023, 17:42
Q1 2023 20 $169,355,783 +$112,481,929 -$154,042,054 -$41,560,125 SGML, PDCE, CHRD, BTU, ROCC 13F-HR 15 May 2023, 09:33
Q4 2022 29 $203,017,165 +$143,527,248 -$82,935,112 +$60,592,136 MPC, PDCE, MGY, FCX, TECK 13F-HR 09 Feb 2023, 12:19
Q3 2022 20 $133,791,000 +$104,313,648 -$80,818,066 +$23,495,582 BTU, BG, PDCE, MPC, DINO 13F-HR 21 Oct 2022, 17:12
Q2 2022 18 $108,928,000 +$88,385,064 -$165,428,883 -$77,043,819 PDCE, CHRD, DK, PARR, CRC 13F-HR 12 Aug 2022, 16:47
Q1 2022 17 $188,323,000 +$162,552,090 -$84,271,365 +$78,280,725 VANGUARD INDEX FDS, CF INDS HLDGS INC, PBF, SM, DEN 13F-HR 13 May 2022, 09:20
Q4 2021 13 $101,760,000 $0 $0 $0 PDCE, CHRD, VLO, NOG, DEN 13F-HR 11 Feb 2022, 09:52