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