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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
TSNTyson Foods Inc
Recent Activity
Decreased -57%
0.54%
$2.746M
46,000 shares@ $59.69 avg price
CLFCleveland-cliffs Inc New
Recent Activity
Increased 152.98%
0.51%
$2.582M
202,378 shares@ $12.76 avg price
WLKWestlake Corporation
Recent Activity
New Position
0.41%
$2.071M
13,800 shares@ $150.09 avg price
CDECoeur Mng Inc
Recent Activity
0.4%
$1.996M
280,000 shares@ $7.13 avg price
TDWTidewater Inc New
Recent Activity
New Position
0.32%
$1.615M
22,500 shares@ $71.79 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
ATLXAtlas Lithium Corp
Recent Activity
0.21%
$1.06M
147,796 shares@ $7.17 avg price
STNGScorpio Tankers Inc
Recent Activity
New Position
0.2%
$1.01M
14,100 shares@ $71.65 avg price