SEC 13F Intelligence

Thomist Capital Management, LP / AMR

Thomist Capital Management, LP’s Alpha Metallurgical Resour I Position

Does Thomist Capital Management, LP own Alpha Metallurgical Resour I (AMR)? Not currently — the last reported position was 7.2K shares worth $3M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2023
Shares
7.2K
% of Portfolio
+1.10%
Quarters Held
3
position exited

Position History AMR

Reported value by quarter
Q1 ’23: $9MQ1 ’23Q2 ’23: $5MQ2 ’23Q4 ’23: $3MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20237.2K$3M+1.10%
Q2 202330.0K$5M+3.11%
Q1 202358.4K$9M+5.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thomist Capital Management, LP’s full portfolio or all institutional holders of AMR.