Thomist Capital Management, LP

Position in VLRS — Controladora Vuela Compania de Aviacion, S.A.B. de C.V.

CIK 1767809 Houston, TX

Position in VLRS

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

Position Value

$11,143,040

+$2,177,331 QoQ

Shares Held

1,539,094

+52.4% QoQ

Ownership

1.34%

of shares outstanding

% of Portfolio

4.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 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. VLRS ranks #1 (42.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLRS	Controladora Vuela Compania de Aviacion, S.A.B. de C.V. This page	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
2026-03-31	$11,143,040	1,539,094	+52.4%	Shares	Sole	2026-05-15
2025-12-31	$8,965,709	1,009,652	+3.9%	Shares	Sole	2026-02-13
2025-09-30	$6,980,360	972,195	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.