UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
Report for the Calendar Year or Quarter Ended:
06-30-2023
Check here if Amendment: ☐ Amendment Number:
This Amendment (Check only one.):☐ is a restatement.
☐ adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
Thomist Capital Management, LP
Address:
3773 Richmond Ave
Suite 675
Houston, TX 77046
Form 13F File Number:
028-21786

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
Logan Moncrief
Title:
Chief Compliance Officer
Phone:
832-678-2412


Signature, Place, and Date of Signing:

Logan Moncrief, Chief Compliance Officer
                         [Signature]
Houston, TEXAS
                 [City, State]
08-10-2023
                           [Date]
                          

Report Type (Check only one.):

☒ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

☐ 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

☐ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)


Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
0
Form 13F Information table Entry Total:
22
Form 13F Information table Value Total:
159474574
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

  
NONE


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALCOA CORPCOM01387210611,50050,000SHCallSOLE50,000 0 0
ALGOMA STL GROUP INCCOM01565810718,973,3372,672,301SHSOLE2,672,301 0 0
ALPHA METALLURGICAL RESOUR ICOM0207641064,952,70030,000SHSOLE30,000 0 0
ATLAS LITHIUM CORPCOM NEW105861306710,43632,161SHSOLE32,161 0 0
BAYTEX ENERGY CORPCOM07317Q10515,855,9214,903,180SHSOLE4,903,180 0 0
BUNGE LIMITEDCOMG169621054,662,05050,000SHSOLE50,000 0 0
CLEAN ENERGY FUELS CORPCOM1844991014,632,913923,664SHSOLE923,664 0 0
CVR ENERGY INCCOM12662P1081,730,03657,400SHSOLE57,400 0 0
GEVO INCCOM PAR374396406471,038305,869SHSOLE305,869 0 0
KOSMOS ENERGY LTDCOM500688106577,000100,000SHSOLE100,000 0 0
MARATHON PETE CORPCOM56585A10213,494,044115,988SHSOLE115,988 0 0
MURPHY OIL CORPCOM6267171023,598,02893,431SHSOLE93,431 0 0
PAR PAC HOLDINGS INCCOM NEW69888T2072,573,29898,255SHSOLE98,255 0 0
PBF ENERGY INCCL A69318G1069,866,491238,091SHSOLE238,091 0 0
PEABODY ENERGY CORPCOM704551100998,02246,098SHSOLE46,098 0 0
RIO TINTO PLCSPONSORED ADR7672041002,321,93736,394SHSOLE36,394 0 0
SELECT SECTOR SPDR TRENERGY81369Y5066,477,80080,000SHSOLE80,000 0 0
SIGMA LITHIUM CORPORATIONCOM82659910235,833,389926,009SHSOLE926,009 0 0
SIGMA LITHIUM CORPORATIONCOM8265991021,453,650352,400SHCallSOLE352,400 0 0
SM ENERGY COCOM78454L1003,743,173119,552SHSOLE119,552 0 0
UNITED STATES STL CORP NEWCOM9129091083,748,500150,000SHSOLE150,000 0 0
VANGUARD INDEX FDSS&P 500 ETF SHS92290836322,789,31156,618SHSOLE56,618 0 0