SEC 13F Intelligence

Thomist Capital Management, LP / DINO

Thomist Capital Management, LP’s Hf Sinclair Corp Position

Does Thomist Capital Management, LP own Hf Sinclair Corp (DINO)? Yes — 566.1K shares worth $35M (+9.51% of its 13F portfolio) as of Q1 2026, up from 308.1K shares the prior filed quarter.

Position Value
$35M
Q1 2026
Shares
566.1K
% of Portfolio
+9.51%
Quarters Held
10
currently held

Position History DINO

Reported value by quarter
Q3 ’22: $9MQ3 ’22Q4 ’22: $7MQ4 ’23: $7MQ4 ’23Q3 ’24: $12MQ4 ’24: $9MQ4 ’24Q1 ’25: $18MQ2 ’25: $3MQ2 ’25Q3 ’25: $16MQ4 ’25: $14MQ4 ’25Q1 ’26: $35Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026566.1K$35M+9.51%
Q4 2025308.1K$14M+3.03%
Q3 2025312.4K$16M+3.24%
Q2 202570.6K$3M+1.08%
Q1 2025548.4K$18M+7.15%
Q4 2024274.2K$9M+2.46%
Q3 2024267.5K$12M+2.37%
Q4 2023119.3K$7M+2.93%
Q4 2022142.3K$7M+3.64%
Q3 2022172.7K$9M+6.95%

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 DINO.