0001420506-23-001461.txt : 20230811
0001420506-23-001461.hdr.sgml : 20230811
20230810174256
ACCESSION NUMBER: 0001420506-23-001461
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230811
DATE AS OF CHANGE: 20230810
EFFECTIVENESS DATE: 20230811
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: THOMIST CAPITAL MANAGEMENT, LP
CENTRAL INDEX KEY: 0001767809
IRS NUMBER: 832314512
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21786
FILM NUMBER: 231160874
BUSINESS ADDRESS:
STREET 1: 3773 RICHMOND AVE
STREET 2: SUITE 675
CITY: HOUSTON
STATE: TX
ZIP: 77046
BUSINESS PHONE: 8326782412
MAIL ADDRESS:
STREET 1: 3773 RICHMOND AVE
STREET 2: SUITE 675
CITY: HOUSTON
STATE: TX
ZIP: 77046
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001767809
XXXXXXXX
06-30-2023
06-30-2023
false
Thomist Capital Management, LP
3773 Richmond Ave
Suite 675
Houston
TX
77046
13F HOLDINGS REPORT
028-21786
N
Logan Moncrief
Chief Compliance Officer
832-678-2412
Logan Moncrief, Chief Compliance Officer
Houston
TX
08-10-2023
0
22
159474574
false
INFORMATION TABLE
2
Form13F_InfoTable.xml
INFORMATION TABLE FOR THOMIST CAPITAL MANAGEMENT, LP (6458)
ALCOA CORP
COM
013872106
11500
50000
SH
Call
SOLE
50000
0
0
ALGOMA STL GROUP INC
COM
015658107
18973337
2672301
SH
SOLE
2672301
0
0
ALPHA METALLURGICAL RESOUR I
COM
020764106
4952700
30000
SH
SOLE
30000
0
0
ATLAS LITHIUM CORP
COM NEW
105861306
710436
32161
SH
SOLE
32161
0
0
BAYTEX ENERGY CORP
COM
07317Q105
15855921
4903180
SH
SOLE
4903180
0
0
BUNGE LIMITED
COM
G16962105
4662050
50000
SH
SOLE
50000
0
0
CLEAN ENERGY FUELS CORP
COM
184499101
4632913
923664
SH
SOLE
923664
0
0
CVR ENERGY INC
COM
12662P108
1730036
57400
SH
SOLE
57400
0
0
GEVO INC
COM PAR
374396406
471038
305869
SH
SOLE
305869
0
0
KOSMOS ENERGY LTD
COM
500688106
577000
100000
SH
SOLE
100000
0
0
MARATHON PETE CORP
COM
56585A102
13494044
115988
SH
SOLE
115988
0
0
MURPHY OIL CORP
COM
626717102
3598028
93431
SH
SOLE
93431
0
0
PAR PAC HOLDINGS INC
COM NEW
69888T207
2573298
98255
SH
SOLE
98255
0
0
PBF ENERGY INC
CL A
69318G106
9866491
238091
SH
SOLE
238091
0
0
PEABODY ENERGY CORP
COM
704551100
998022
46098
SH
SOLE
46098
0
0
RIO TINTO PLC
SPONSORED ADR
767204100
2321937
36394
SH
SOLE
36394
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
6477800
80000
SH
SOLE
80000
0
0
SIGMA LITHIUM CORPORATION
COM
826599102
35833389
926009
SH
SOLE
926009
0
0
SIGMA LITHIUM CORPORATION
COM
826599102
1453650
352400
SH
Call
SOLE
352400
0
0
SM ENERGY CO
COM
78454L100
3743173
119552
SH
SOLE
119552
0
0
UNITED STATES STL CORP NEW
COM
912909108
3748500
150000
SH
SOLE
150000
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
22789311
56618
SH
SOLE
56618
0
0