Thomist Capital Management, LP

Position in ALK — Alaska Air Group, Inc.

CIK 1767809 Houston, TX

Position in ALK

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,045,655

New position

Shares Held

28,430

first reported quarter

Ownership

0.026%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Thomist Capital Management, LP holds $26,186,736 across 4 Airlines names. ALK ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLRS	Controladora Vuela Compania de Aviacion, S.A.B. de C.V.	1,539,094	$11,143,040
2	LUV	Southwest Airlines Co	288,001	$10,820,197
3	RYAAY	Ryanair Holdings PLC	54,980	$3,177,844
4	ALK	Alaska Air Group, Inc. This page	28,430	$1,045,655

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,045,655	28,430	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.