Thomist Capital Management, LP

Position in SNCY — Sun Country Airlines Holdings, LLC

CIK 1767809 Houston, TX

Position in SNCY

as of Dec 31, 2025 · filed Feb 13, 2026 Compact

Position Value

$7,999,904

+$7,665,681 QoQ

Shares Held

555,935

+1864.4% QoQ

Ownership

1.03%

of shares outstanding

% of Portfolio

2.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

3 quarters on record

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

Industrials · as of Mar 31, 2026

Thomist Capital Management, LP holds $26,186,736 across 4 Airlines names.

#	Ticker	Company	Shares	Value (USD)
1	VLRS	Controladora Vuela Compania de Aviacion, S.A.B. de C.V.	1,539,094	$11,143,040
2	LUV	Southwest Airlines Co	288,001	$10,820,197
3	RYAAY	Ryanair Holdings PLC	54,980	$3,177,844
4	ALK	Alaska Air Group, Inc.	28,430	$1,045,655

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$7,999,904	555,935	+1864.4%	Shares	Sole	2026-02-13
2025-09-30	$334,223	28,300	-33.7%	Shares	Sole	2025-11-14
2025-06-30	$501,725	42,700	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.