Thomist Capital Management, LP

Position in CVI — Cvr Energy Inc

CIK 1767809 Houston, TX

Position in CVI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,570,198

-$2,497,450 QoQ

Shares Held

93,326

-53.1% QoQ

Ownership

0.093%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#48

of 221 holders

Holding Since

Sep 2022

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Thomist Capital Management, LP holds $23,314,142 across 4 Oil & Gas Refining & Marketing names. CVI ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DK	Delek US Holdings, Inc.	202,300	$10,278,863
2	DINO	HF Sinclair Corp	97,063	$6,760,437
3	PARR	Par Pacific Holdings, Inc.	66,060	$3,704,644
4	CVI	Cvr Energy Inc This page	93,326	$2,570,198

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,570,198	93,326	-53.1%	Shares	Sole	2026-08-14
2025-12-31	$5,067,648	199,200	+373.2%	Shares	Sole	2026-02-13
2024-12-31	$788,954	42,100	-26.7%	Shares	Sole	2025-02-14
2023-06-30	$1,719,704	57,400	+43.5%	Shares	Sole	2023-08-11
2022-09-30	$1,159,200	40,000	—	Shares	Sole	2022-10-21
No filing history on record for this holder in this stock.