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Logan Moncrief

@Thomist Capital Management, Lp

Latest period2024 - Q3ReportedManaged Assets$510.246MTotal holdings29
Assets growth rate82.03%Assets growth rate (2-Q avg)48.59%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Thomist Capital Management, Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 29 positions.

Assets under management

The assets under management (AUM) of Thomist Capital Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 510.246M in assets, with a quarterly growth rate of 82.03% and a 2-quarter average growth rate of 48.59%. The portfolio is managed by Logan Moncrief, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ASTLAlgoma Stl Group Inc
Recent Activity
Decreased -26.97%
7.35%
$37.478M
3.635M shares@ $10.31 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -30.68%
2.16%
$10.987M
20,912 shares@ $525.39 avg price
PARRPar Pac Holdings Inc
Recent Activity
Decreased -43.45%
1.11%
$5.648M
316,248 shares@ $17.86 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -59.93%
0.8%
$4.072M
46,700 shares@ $87.19 avg price
APLDApplied Digital Corp
Recent Activity
Decreased -6.66%
0.64%
$3.249M
396,656 shares@ $8.2 avg price
TSNTyson Foods Inc
Recent Activity
Decreased -57%
0.54%
$2.746M
46,000 shares@ $59.69 avg price
VTLEVital Energy Inc
Recent Activity
Decreased -79.48%
0.26%
$1.282M
47,500 shares@ $27.0 avg price
DARDarling Ingredients Inc
Recent Activity
Decreased -78.76%
0.22%
$1.106M
29,300 shares@ $37.76 avg price