Thomist Capital Management as of Dec. 31, 2021
Portfolio Holdings for Thomist Capital Management
Thomist Capital Management holds 13 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pdc Energy | 28.3 | $29M | 591k | 48.78 | |
| Oasis Petroleum Com New (CHRD) | 20.7 | $21M | 167k | 125.99 | |
| Valero Energy Corporation (VLO) | 13.4 | $14M | 181k | 75.11 | |
| Northern Oil And Gas Inc Mn (NOG) | 9.8 | $10M | 485k | 20.58 | |
| Denbury | 9.6 | $9.8M | 128k | 76.59 | |
| Arclight Clean Transition Ii Class A Ord Shs | 6.0 | $6.1M | 610k | 9.98 | |
| Pbf Energy Cl A (PBF) | 4.4 | $4.5M | 346k | 12.97 | |
| Hollyfrontier Corp | 2.7 | $2.7M | 84k | 32.78 | |
| Aemetis Com New (AMTX) | 1.8 | $1.9M | 153k | 12.30 | |
| Rice Acquisition Corp Ii Unit 99/99/9999 | 1.2 | $1.2M | 114k | 10.51 | |
| Nextdecade Corp (NEXT) | 1.1 | $1.1M | 382k | 2.85 | |
| New Fortress Energy Com Cl A (NFE) | 0.6 | $610k | 25k | 24.13 | |
| Scorpio Tankers SHS (STNG) | 0.4 | $421k | 33k | 12.81 |
