Thomist Capital Management, LP

Position in ARIS — Aris Mining Corp

CIK 1767809 Houston, TX

Position in ARIS

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

Position Value

$21,310,412

+$11,332,974 QoQ

Shares Held

1,147,572

+12.7% QoQ

Ownership

0.556%

of shares outstanding

% of Portfolio

7.72%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

2 quarters on record

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

Basic Materials · as of Mar 31, 2026

Thomist Capital Management, LP holds $62,381,066 across 5 Gold names. ARIS ranks #1 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ARIS	Aris Mining Corp This page	1,147,572	$21,310,412
2	SSRM	Ssr Mining Inc.	548,900	$16,137,660
3	EQX	Equinox Gold Corp.	890,919	$12,882,688
4	RGLD	Royal Gold Inc	37,262	$9,482,806
5	ODV	Osisko Development Corp.	790,000	$2,567,500

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,310,412	1,147,572	+12.7%	Shares	Sole	2026-05-15
2025-09-30	$9,977,438	1,018,106	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.