SEC 13F Intelligence

Thomist Capital Management, LP / CF

Thomist Capital Management, LP’s Cf Industries Hold Position

Does Thomist Capital Management, LP own Cf Industries Hold (CF)? Not currently — the last reported position was 131.7K shares worth $11M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q4 2024
Shares
131.7K
% of Portfolio
+2.88%
Quarters Held
6
position exited

Position History CF

Reported value by quarter
Q2 ’22: $5MQ2 ’22Q3 ’22: $5MQ3 ’22Q1 ’23: $3MQ1 ’23Q4 ’23: $4MQ4 ’23Q1 ’24: $5MQ1 ’24Q4 ’24: $11MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024131.7K$11M+2.88%
Q1 202459.2K$5M+2.02%
Q4 202351.7K$4M+1.82%
Q1 202337.4K$3M+1.63%
Q3 202249.9K$5M+3.59%
Q2 202260.0K$5M+3.60%

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 CF.