THOMIST CAPITAL MANAGEMENT, LP [Rocket]

Holdings

THOMIST CAPITAL MANAGEMENT, LP

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Sigma Lithium Corp	SGML	Common Stock	924,466	924,466	33,400,957,000	33,400,957,000	19.72		Hist	03/31/2023
PDC ENERGY, INC.	PDCE	Common	465,033	31,397	31,529,237,000	31,502,521,000	18.62	0.53	Hist	03/31/2023
Chord Energy Corp	OAS	Common	161,889	26,919	22,891,105,000	22,874,686,000	13.52	0.39	Hist	03/31/2023
PEABODY ENERGY CORP	BTU	Common	548,909	548,909	13,848,974,000	13,848,974,000	8.18	0.38	Hist	03/31/2023
Ranger Oil Corp	PVAC	COM	310,497	310,497	13,050,189,000	13,050,189,000	7.71	0.75	Hist	03/31/2023
Algoma Steel Group Inc.	ASTL	COM	1,223,323	1,223,323	9,333,954,000	9,333,954,000	5.51		Hist	03/31/2023
Alpha Metallurgical Resources, Inc.	AMR	COM	58,391	58,391	8,932,655,000	8,932,655,000	5.27	0.38	Hist	03/31/2023
VANGUARD INDEX FDS SANDP 500 ETF	VOO	STOCK	22,000	22,000	8,279,920,000	8,279,920,000	4.89		Hist	03/31/2023
California Resources Corp	CRC	Common	166,600	-37,480	6,595,694,000	6,587,837,000	3.89	0.23	Hist	03/31/2023
CLEVELAND-CLIFFS INC.	CLF	Stock	259,085	259,085	4,645,394,000	4,645,394,000	2.74	0.05	Hist	03/31/2023
DENBURY INC	DEN	Common	40,036	15,036	3,761,783,000	3,760,283,000	2.22	0.08	Hist	03/31/2023
CF Industries Holdings, Inc.	CF	Common	37,410	-22,590	2,757,491,000	2,752,347,000	1.63	0.02	Hist	03/31/2023
ARCH RESOURCES, INC.	ARCH	Common	18,440	-6,560	2,373,781,000	2,370,204,000	1.40		Hist	03/31/2023
PAR PACIFIC HOLDINGS, INC.	PARR	Common	71,641	-459,884	2,032,455,000	2,024,169,000	1.20	0.12	Hist	03/31/2023
FREEPORT-MCMORAN INC	FCX	Common	35,000	35,000	1,404,550,000	1,404,550,000	0.83		Hist	03/31/2023
CIVITAS RESOURCES, INC.	CIVI	Common	17,570	17,570	1,263,107,000	1,263,107,000	0.75	0.02	Hist	03/31/2023
NET Power Inc.	RONI	Common	105,253	105,253	1,111,472,000	1,111,472,000	0.66	0.24	Hist	03/31/2023
AEMETIS, INC	AMTX	Common	426,252	426,252	869,554,000	869,554,000	0.51	1.16	Hist	03/31/2023
TALOS ENERGY INC.	TALO	Common	49,228	49,228	735,466,000	735,466,000	0.43		Hist	03/31/2023
Piedmont Lithium Inc.	PLL	COM	10,351	10,351	538,045,000	538,045,000	0.32		Hist	03/31/2023
CONSOL Energy Inc.	CEIX	Common	0	-90,376	0	-4,463,000	0.00	0.00	Hist	03/31/2023
NET Power Inc.	RONI/U	Common	0	-105,270	0	-1,037,000	0.00	0.00	Hist	03/31/2023
PBF Energy Inc.	PBF	CL A	0	-99,261	0	-2,881,000	0.00	0.00	Hist	03/31/2023
Permian Resources Corp	CDEV	Common	0	-768,496	0	-4,596,000	0.00	0.00	Hist	03/31/2023
Delek US Energy, Inc.	DK	COM	0	-456,482	0	-11,795,000	0.00	0.00	Hist	03/31/2023
VANECK VECTORS ETF TR GOLD MINERS	GDX	STOCK	0	-40,000	0	-1,095,000	0.00	0.00	Hist	03/31/2023
VALERO ENERGY CORP		Call	0	-4,900	0	-521,000	0.00	0.00	Hist	03/31/2023
NORDIC AMERICAN TANKERS Ltd	NAT	Common	0	-1,105,424	0	-2,355,000	0.00	0.00	Hist	03/31/2023
Green Plains Inc.	GPRE	Common	0	-37,010	0	-1,006,000	0.00	0.00	Hist	03/31/2023
Vertex Energy Inc.	VTNR	Common	0	-100,000	0	-1,052,000	0.00	0.00	Hist	03/31/2023
SM Energy Co	SM	COM	0	-147,360	0	-5,038,000	0.00	0.00	Hist	03/31/2023
Marathon Petroleum Corp	MPC	Common	0	-50,000	0	-4,111,000	0.00	0.00	Hist	03/31/2023