Thomist Capital Management, LP
Position in CNR — Core Natural Resources, Inc.
CIK 1767809
Houston, TX
Position in CNR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,327,890
-$2,215,309 QoQ
Shares Held
266,532
+18.6% QoQ
Ownership
0.537%
of shares outstanding
% of Portfolio
8.02%
of 13F equity value
Holder Rank
#34
of 357 holders
Holding Since
Jun 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CNR Over Time
Shares Held
Position Value (USD)
Position in Thermal Coal
Energy · as of Jun 30, 2026Thomist Capital Management, LP holds $31,094,517 across 2 Thermal Coal names. CNR ranks #1 (68.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNR |
Core Natural Resources, Inc.
This page
|
266,532 | $21,327,890 | |
| 2 | BTU |
Peabody Energy Corp
|
422,432 | $9,766,627 |
All Filings in CNR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,327,890 | 266,532 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,543,199 | 224,799 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,711,340 | 234,000 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $6,437,850 | 83,500 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||