test

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
NPWRNet Power Inc
Recent Activity
Exited
0%
$1.073M
112,729 shares@ $9.52 avg price
GEVOGevo Inc
Recent Activity
Exited
0%
$829,920
1.4M shares@ $0.6 avg price
SCCOSouthern Copper Corp
Recent Activity
Exited
0%
$673,712
6,447 shares@ $104.51 avg price
RIOTRiot Platforms Inc
Recent Activity
Exited
0%
$584,222
47,517 shares@ $12.3 avg price
SDIGStronghold Digital Mining In
Recent Activity
Exited
0%
$484,932
118,856 shares@ $4.08 avg price
ENLCEnlink Midstream Llc
Recent Activity
Exited
0%
$243,204
16,948 shares@ $14.36 avg price
PLLPiedmont Lithium Inc
Recent Activity
Exited
0%
$171,193
15,713 shares@ $10.9 avg price