0001420506-24-000449.txt : 20240214 0001420506-24-000449.hdr.sgml : 20240214 20240214152538 ACCESSION NUMBER: 0001420506-24-000449 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: THOMIST CAPITAL MANAGEMENT, LP CENTRAL INDEX KEY: 0001767809 ORGANIZATION NAME: 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: 24636782 BUSINESS ADDRESS: STREET 1: 3773 RICHMOND AVE STREET 2: SUITE 777 CITY: HOUSTON STATE: TX ZIP: 77046 BUSINESS PHONE: 8326782412 MAIL ADDRESS: STREET 1: 3773 RICHMOND AVE STREET 2: SUITE 777 CITY: HOUSTON STATE: TX ZIP: 77046 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001767809 XXXXXXXX 12-31-2023 12-31-2023 false Thomist Capital Management, LP

3773 Richmond Ave Suite 777 Houston TX 77046

13F HOLDINGS REPORT 028-21786 N Logan Moncrief 832-678-2412 Logan Moncrief, Chief Compliance Officer Houston TX 02-14-2024 0 29 226303590 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR THOMIST CAPITAL MANAGEMENT, LP (7153) ALGOMA STL GROUP INC COM 015658107 25319570 2499464 SH SOLE 2499464 0 0 ALPHA METALLURGICAL RESOUR I COM 020764106 2500297 7198 SH SOLE 7198 0 0 ARCH RESOURCES INC CL A 03940R107 4258585 25551 SH SOLE 25551 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 6200766 85800 SH SOLE 85800 0 0 ATLAS LITHIUM CORP COM NEW 105861306 6347574 190275 SH SOLE 190275 0 0 BAYTEX ENERGY CORP COM 07317Q105 552962 161140 SH SOLE 161140 0 0 BAYTEX ENERGY CORP COM 07317Q105 3761579 1450290 SH SOLE 1450290 0 0 CF INDS HLDGS INC COM 125269100 4118422 51700 SH SOLE 51700 0 0 CONOCOPHILLIPS COM 20825C104 10718000 92000 SH SOLE 92000 0 0 FERROGLOBE PLC SHS G33856108 2918577 434312 SH SOLE 434312 0 0 FREEPORT-MCMORAN INC CL B 35671D857 14725746 342300 SH SOLE 342300 0 0 HF SINCLAIR CORP COM 403949100 6633080 119300 SH SOLE 119300 0 0 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 5628036 103800 SH SOLE 103800 0 0 MARATHON PETE CORP COM 56585A102 4497319 30619 SH SOLE 30619 0 0 MURPHY OIL CORP COM 626717102 16728050 388302 SH SOLE 388302 0 0 NEXGEN ENERGY LTD COM 65340P106 1706285 250000 SH SOLE 250000 0 0 PAR PAC HOLDINGS INC COM NEW 69888T207 4940455 135022 SH SOLE 135022 0 0 PBF ENERGY INC CL A 69318G106 2797232 63200 SH SOLE 63200 0 0 PEABODY ENERGY CORP COM 704551100 8547570 347321 SH SOLE 347321 0 0 RIO TINTO PLC SPONSORED ADR 767204100 15094350 202500 SH SOLE 202500 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 14318712 170400 SH SOLE 170400 0 0 SIGMA LITHIUM CORPORATION COM 826599102 22432294 705862 SH SOLE 705862 0 0 SPDR GOLD TR GOLD SHS 78463V107 4959073 25900 SH SOLE 25900 0 0 TALOS ENERGY INC COM 87484T108 2951980 206000 SH SOLE 206000 0 0 TECK RESOURCES LTD CL B 878742204 17389685 408017 SH SOLE 408017 0 0 TRINSEO PLC SHS G9059U107 1882038 215830 SH SOLE 215830 0 0 VALERO ENERGY CORP COM 91913Y100 4501114 34600 SH SOLE 34600 0 0 VANECK ETF TRUST GOLD MINERS ETF 92189F106 4837584 155200 SH SOLE 155200 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 5036655 11500 SH SOLE 11500 0 0