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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
7045⤦Peabody Energy Corp
Recent Activity
New Position
22.37%
$114.122M↑ Call
4.3M shares@ $26.54 avg price
SDRLSeadrill 2021 Ltd
Recent Activity
New Position
3.45%
$17.59M
435,620 shares@ $40.39 avg price
DINOHf Sinclair Corp
Recent Activity
New Position
2.38%
$12.115M
267,500 shares@ $45.29 avg price
SOCSable Offshore Corp
Recent Activity
New Position
1.39%
$7.089M
300,000 shares@ $23.63 avg price
HUNHuntsman Corp
Recent Activity
New Position
1.18%
$6.012M
244,900 shares@ $24.55 avg price
URAGlobal X Fds
Recent Activity
New Position
0.94%
$4.783M
164,356 shares@ $29.11 avg price
ADMArcher Daniels Midland Co
Recent Activity
New Position
0.59%
$2.988M
49,800 shares@ $60.0 avg price
WLKWestlake Corporation
Recent Activity
New Position
0.41%
$2.071M
13,800 shares@ $150.09 avg price
TDWTidewater Inc New
Recent Activity
New Position
0.32%
$1.615M
22,500 shares@ $71.79 avg price
STNGScorpio Tankers Inc
Recent Activity
New Position
0.2%
$1.01M
14,100 shares@ $71.65 avg price