0001420506-23-002150.txt : 20231114
0001420506-23-002150.hdr.sgml : 20231114
20231114114712
ACCESSION NUMBER: 0001420506-23-002150
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231114
DATE AS OF CHANGE: 20231114
EFFECTIVENESS DATE: 20231114
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: 231402903
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
09-30-2023
09-30-2023
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
11-14-2023
0
25
161038524
false
INFORMATION TABLE
2
Form13F_InfoTable.xml
INFORMATION TABLE FOR THOMIST CAPITAL MANAGEMENT, LP (6765)
AEMETIS INC
COM NEW
00770K202
598492
144215
SH
SOLE
144215
0
0
ALGOMA STL GROUP INC
COM
015658107
21664215
3185914
SH
SOLE
3185914
0
0
ALTO INGREDIENTS INC
COM
021513106
309276
69972
SH
SOLE
69972
0
0
ARCH RESOURCES INC
CL A
03940R107
1108778
6497
SH
SOLE
6497
0
0
ATLAS LITHIUM CORP
COM NEW
105861306
1839779
60045
SH
SOLE
60045
0
0
BAYTEX ENERGY CORP
COM
07317Q105
13613970
3087068
SH
SOLE
3087068
0
0
CRESCENT ENERGY COMPANY
CL A COM
44952J104
1324495
104786
SH
SOLE
104786
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
1678050
45000
SH
SOLE
45000
0
0
HUDBAY MINERALS INC
COM
443628102
1158554
237896
SH
SOLE
237896
0
0
KOSMOS ENERGY LTD
COM
500688106
2687130
328500
SH
SOLE
328500
0
0
MARATHON PETE CORP
COM
56585A102
14033304
92727
SH
SOLE
92727
0
0
MURPHY OIL CORP
COM
626717102
2607035
57487
SH
SOLE
57487
0
0
NEXGEN ENERGY LTD
COM
65340P106
1499225
250000
SH
SOLE
250000
0
0
PAR PAC HOLDINGS INC
COM NEW
69888T207
2821613
78509
SH
SOLE
78509
0
0
PEABODY ENERGY CORP
COM
704551100
9484349
364923
SH
SOLE
364923
0
0
RIO TINTO PLC
SPONSORED ADR
767204100
14801328
232579
SH
SOLE
232579
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
9942900
110000
SH
SOLE
110000
0
0
SIGMA LITHIUM CORPORATION
COM
826599102
28690293
884411
SH
SOLE
884411
0
0
SIGMA LITHIUM CORPORATION
COM
826599102
10416484
321100
SH
Call
SOLE
321100
0
0
SILVERBOW RES INC
COM
82836G102
9660010
270059
SH
SOLE
270059
0
0
STEEL DYNAMICS INC
COM
858119100
2015950
18802
SH
SOLE
18802
0
0
SUNNOVA ENERGY INTL INC.
COM
86745K104
1047000
100000
SH
SOLE
100000
0
0
SUNRUN INC
COM
86771W105
1067600
85000
SH
SOLE
85000
0
0
TECK RESOURCES LTD
CL B
878742204
6374174
147927
SH
SOLE
147927
0
0
VERTEX ENERGY INC
COM
92534K107
594520
133600
SH
SOLE
133600
0
0