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Logan Moncrief

Thomist Capital Management, Lp

Assets Managed
$371.476M
Holdings
57
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
-21.12%(2Q avg: -14.05%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Thomist Capital Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 57 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 371.476M in assets, with a quarterly growth rate of -21.12% and a 2-quarter average growth rate of -14.05%. The portfolio is managed by Logan Moncrief, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DINO
Hf Sinclair Corp
Recent Activity
Increased 83.75%
9.51%
$35.318M
566,090 shares@ $62.39 avg price
ur-4⤦
Darling Ingredients Inc
Recent Activity
New Position
7.5%
$27.832M↑ Call
450,000 shares@ $61.85 avg price
CNR
Core Natural Resources Inc
Recent Activity
Decreased -3.93%
6.34%
$23.543M
224,799 shares@ $104.73 avg price
ARMN
Aris Mining Corp
Recent Activity
New Position
5.74%
$21.31M
1.148M shares@ $18.57 avg price
ur-9⤦
Cf Industries Hold
Recent Activity
New Position
5.25%
$19.476M↓ Put
150,000 shares@ $129.84 avg price
STLD
Steel Dynamics Inc
Recent Activity
New Position
5.11%
$18.954M
105,300 shares@ $180.0 avg price
DK
Delek Us Holdings Inc
Recent Activity
New Position
4.53%
$16.808M
372,937 shares@ $45.08 avg price
SSRM
Ssr Mining Inc
Recent Activity
New Position
4.35%
$16.138M
548,900 shares@ $29.4 avg price
EQX
Equinox Gold Corp
Recent Activity
New Position
3.47%
$12.883M
890,919 shares@ $14.47 avg price
VLRS
Controladora Vuela Cia-adr
Recent Activity
Increased 52.44%
3%
$11.143M
1.539M shares@ $7.25 avg price

1-10 of 57