Position in HBM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,335,099
+$5,433,039 QoQ
Shares Held
734,227
+22.5% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
6.52%
of 13F equity value
Holder Rank
#66
of 319 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HBM Over Time
Shares Held
Position Value (USD)
Position in Copper
Basic Materials · as of Jun 30, 2026Thomist Capital Management, LP holds $21,524,503 across 2 Copper names. HBM ranks #1 (80.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBM |
Hudbay Minerals Inc.
This page
|
734,227 | $17,335,099 | |
| 2 | TGB |
Trekor Metals Ltd
|
608,925 | $4,189,404 |
All Filings in HBM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,335,099 | 734,227 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $11,902,060 | 599,600 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $13,458,922 | 1,268,513 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,786,873 | 1,684,700 | Shares | Sole | 2025-05-14 | |
| 2023-09-30 | $1,158,553 | 237,896 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $2,858,466 | 563,800 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||