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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
MPCMarathon Pete Corp
Recent Activity
Exited
0%
$35.743M
215,618 shares@ $165.78 avg price
SBOWSilverbow Res Inc
Recent Activity
Exited
0%
$9.225M
243,264 shares@ $37.93 avg price
DODRWDiamond Offshore Drilling In
Recent Activity
Exited
0%
$3.504M
217,920 shares@ $16.09 avg price
NENoble Corp Plc
Recent Activity
Exited
0%
$2.529M
53,892 shares@ $46.93 avg price
GDXVaneck Etf Trust
Recent Activity
Exited
0%
$2.513M
67,239 shares@ $37.39 avg price
MURMurphy Oil Corp
Recent Activity
Exited
0%
$2.465M
60,355 shares@ $40.84 avg price
SERVServe Robotics Inc
Recent Activity
Exited
0%
$2.012M
208,910 shares@ $9.63 avg price
ALBAlbemarle Corp
Recent Activity
Exited
0%
$1.646M
17,725 shares@ $92.88 avg price
EXEChesapeake Energy Corp
Recent Activity
Exited
0%
$1.361M
16,800 shares@ $81.0 avg price
BTDRBitdeer Technologies Group
Recent Activity
Exited
0%
$1.306M
112,667 shares@ $11.6 avg price