Thomist Capital Management, LP

Position in KOS — Kosmos Energy Ltd.

CIK 1767809 Houston, TX

Position in KOS

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

Position Value

$2,577,641

-$109,489 QoQ

Shares Held

927,209

+182.3% QoQ

Ownership

0.156%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

3 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 $22,930,577 across 5 Oil & Gas E&P names. KOS ranks #3 (11.2% 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. This page	927,209	$2,577,641
4	AMPY	Amplify Energy Corp.	130,842	$816,454
5	INR	Infinity Natural Resources, Inc.	11,770	$207,269

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,577,641	927,209	+182.3%	Shares	Sole	2026-05-15
2023-09-30	$2,687,130	328,500	+228.5%	Shares	Sole	2023-11-14
2023-06-30	$599,000	100,000	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.