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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
BTUPeabody Energy Corp
Recent Activity
Increased 187.22%
32.59%
$166.248M
6.394M shares@ $26.0 avg price
7045⤦Peabody Energy Corp
Recent Activity
New Position
22.37%
$114.122M↑ Call
4.3M shares@ $26.54 avg price
PSXPhillips 66
Recent Activity
Increased 220.77%
8.85%
$45.147M
344,500 shares@ $131.05 avg price
ASTLAlgoma Stl Group Inc
Recent Activity
Decreased -26.97%
7.35%
$37.478M
3.635M shares@ $10.31 avg price
CIVICivitas Resources Inc
Recent Activity
Increased 420.64%
3.7%
$18.861M
368,300 shares@ $51.21 avg price
SDRLSeadrill 2021 Ltd
Recent Activity
New Position
3.45%
$17.59M
435,620 shares@ $40.39 avg price
GSMFerroglobe Plc
Recent Activity
Increased 5.97%
2.98%
$15.205M
3.32M shares@ $4.59 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 68.75%
2.67%
$13.592M
55,474 shares@ $245.02 avg price
DINOHf Sinclair Corp
Recent Activity
New Position
2.38%
$12.115M
267,500 shares@ $45.29 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -30.68%
2.16%
$10.987M
20,912 shares@ $525.39 avg price