Thomist Capital Management, LP

Position in DINO — HF Sinclair Corp

CIK 1767809 Houston, TX

Position in DINO

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

Position Value

$35,318,355

+$21,121,937 QoQ

Shares Held

566,090

+83.7% QoQ

Ownership

0.314%

of shares outstanding

% of Portfolio

12.75%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

10 quarters on record

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

Energy · as of Mar 31, 2026

Thomist Capital Management, LP holds $54,929,765 across 3 Oil & Gas Refining & Marketing names. DINO ranks #1 (64.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DINO	HF Sinclair Corp This page	566,090	$35,318,355
2	DK	Delek US Holdings, Inc.	372,937	$16,808,270
3	PARR	Par Pacific Holdings, Inc.	44,750	$2,803,140

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$35,318,355	566,090	+83.7%	Shares	Sole	2026-05-15
2025-12-31	$14,196,418	308,082	-1.4%	Shares	Sole	2026-02-13
2025-09-30	$16,351,016	312,400	+342.5%	Shares	Sole	2025-11-14
2025-06-30	$2,900,412	70,604	-87.1%	Shares	Sole	2025-08-13
2025-03-31	$18,032,509	548,434	+100.0%	Shares	Sole	2025-05-14
2024-12-31	$9,609,237	274,158	+2.5%	Shares	Sole	2025-02-14
2024-09-30	$11,922,475	267,500	+124.2%	Shares	Sole	2024-11-14
2023-12-31	$6,629,501	119,300	-16.2%	Shares	Sole	2024-02-14
2022-12-31	$7,384,258	142,306	-17.6%	Shares	Sole	2023-02-09
2022-09-30	$9,300,321	172,740	—	Shares	Sole	2022-10-21
No filing history on record for this holder in this stock.