Thomist Capital Management, LP

Position in EROK — EagleRock Land, LLC

CIK 1767809 Houston, TX

Position in EROK

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

Position Value

$1,487,500

New position

Shares Held

70,000

first reported quarter

Ownership

0.053%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#33

of 74 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Thomist Capital Management, LP holds $6,267,931 across 3 Oil & Gas Equipment & Services names. EROK ranks #3 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HMH	HMH Holding Inc	158,161	$2,963,937
2	RNGR	Ranger Energy Services, Inc.	113,460	$1,816,494
3	EROK	EagleRock Land, LLC This page	70,000	$1,487,500

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,487,500	70,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.