Thomist Capital Management, LP

Position in INR — Infinity Natural Resources, Inc.

CIK 1767809 Houston, TX

Position in INR

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

Position Value

$207,269

-$2,779,901 QoQ

Shares Held

11,770

-94.2% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Mar 31, 2026

Thomist Capital Management, LP holds $22,930,577 across 5 Oil & Gas E&P names. INR ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PR	Permian Resources Corp	511,346	$10,901,896
2	BTE	Baytex Energy Corp.	1,885,306	$8,427,317
3	KOS	Kosmos Energy Ltd.	927,209	$2,577,641
4	AMPY	Amplify Energy Corp.	130,842	$816,454
5	INR	Infinity Natural Resources, Inc. This page	11,770	$207,269

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$207,269	11,770	-94.2%	Shares	Sole	2026-05-15
2025-12-31	$2,987,170	202,795	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.