SEC 13F Intelligence

Thomist Capital Management, LP / CVI

Thomist Capital Management, LP’s Cvr Energy Inc Position

Does Thomist Capital Management, LP own Cvr Energy Inc (CVI)? Not currently — the last reported position was 199.2K shares worth $5M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2025
Shares
199.2K
% of Portfolio
+1.07%
Quarters Held
4
position exited

Position History CVI

Reported value by quarter
Q3 ’22: $1MQ3 ’22Q2 ’23: $2MQ2 ’23Q4 ’24: $781,376Q4 ’24Q4 ’25: $5MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025199.2K$5M+1.07%
Q4 202442.1K$781,376+0.20%
Q2 202357.4K$2M+1.08%
Q3 202240.0K$1M+0.87%

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 CVI.