Position in BTU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,766,627
+$2,136,956 QoQ
Shares Held
422,432
+82.4% QoQ
Ownership
0.347%
of shares outstanding
% of Portfolio
3.67%
of 13F equity value
Holder Rank
#37
of 326 holders
Holding Since
Sep 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTU Over Time
Shares Held
Position Value (USD)
Derivatives in BTU
reported options exposure · as of Jun 30, 2024CallValue
$2,212,000
CallShares
100,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Thermal Coal
Energy · as of Jun 30, 2026Thomist Capital Management, LP holds $31,094,517 across 2 Thermal Coal names. BTU ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNR |
Core Natural Resources, Inc.
|
266,532 | $21,327,890 | |
| 2 | BTU |
Peabody Energy Corp
This page
|
422,432 | $9,766,627 |
All Filings in BTU
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,766,627 | 422,432 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,629,671 | 231,553 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $6,566,352 | 247,600 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $11,178,127 | 533,817 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $169,701,324 | 6,394,172 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,212,000 | 100,000 | Call | Sole | 2024-08-12 | |
| 2024-06-30 | $47,033,402 | 2,126,284 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $49,120,895 | 2,024,769 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,446,846 | 347,321 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,484,348 | 364,923 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $998,482 | 46,098 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $14,052,070 | 548,909 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $41,681,764 | 1,679,362 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||