Thomist Capital Management

Thomist Capital Management as of Dec. 31, 2023

Portfolio Holdings for Thomist Capital Management

Thomist Capital Management holds 28 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Algoma Stl Group (ASTL) 11.1 $25M 2.5M 10.13
Sigma Lithium Corporation (SGML) 9.9 $22M 706k 31.78
Teck Resources CL B (TECK) 7.6 $17M 408k 42.62
Murphy Oil Corporation (MUR) 7.4 $17M 388k 43.08
Rio Tinto Sponsored Adr (RIO) 6.6 $15M 203k 74.54
Freeport-mcmoran CL B (FCX) 6.5 $15M 342k 43.02
Select Sector Spdr Tr Energy (XLE) 6.3 $14M 170k 84.03
ConocoPhillips (COP) 4.7 $11M 92k 116.50
Peabody Energy (BTU) 3.8 $8.5M 347k 24.61
Hf Sinclair Corp (DINO) 2.9 $6.6M 119k 55.60
Atlas Lithium Corp Com New (ATLX) 2.8 $6.3M 190k 33.36
Archer Daniels Midland Company (ADM) 2.7 $6.2M 86k 72.27
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 2.5 $5.6M 104k 54.22
Baytex Energy Corp (BTE) 2.4 $5.5M 1.6M 3.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $5.0M 12k 437.97
Spdr Gold Tr Gold Shs (GLD) 2.2 $5.0M 26k 191.47
Par Pac Holdings Com New (PARR) 2.2 $4.9M 135k 36.59
Vaneck Etf Trust Gold Miners Etf (GDX) 2.1 $4.8M 155k 31.17
Valero Energy Corporation (VLO) 2.0 $4.5M 35k 130.09
Marathon Petroleum Corp (MPC) 2.0 $4.5M 31k 146.88
Arch Resources Cl A (ARCH) 1.9 $4.3M 26k 166.67
CF Industries Holdings (CF) 1.8 $4.1M 52k 79.66
Talos Energy (TALO) 1.3 $3.0M 206k 14.33
Ferroglobe SHS (GSM) 1.3 $2.9M 434k 6.72
Pbf Energy Cl A (PBF) 1.2 $2.8M 63k 44.26
Alpha Metallurgical Resources (AMR) 1.1 $2.5M 7.2k 347.36
Trinseo SHS (TSE) 0.8 $1.9M 216k 8.72
Nexgen Energy (NXE) 0.7 $1.7M 250k 6.83