SEC 13F Intelligence

Thomist Capital Management, LP / GSM

Thomist Capital Management, LP’s Ferroglobe PLC Position

Does Thomist Capital Management, LP own Ferroglobe PLC (GSM)? Yes — 1.08M shares worth $4M (+1.20% of its 13F portfolio) as of Q1 2026, down from 1.45M shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
1.08M
% of Portfolio
+1.20%
Quarters Held
10
currently held

Position History GSM

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $6MQ2 ’24: $18MQ2 ’24Q3 ’24: $15MQ4 ’24: $9MQ4 ’24Q1 ’25: $7MQ2 ’25: $5MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.08M$4M+1.20%
Q4 20251.45M$7M+1.42%
Q3 20251.49M$7M+1.28%
Q2 20251.42M$5M+1.93%
Q1 20252.00M$7M+2.87%
Q4 20242.48M$9M+2.44%
Q3 20243.32M$15M+2.98%
Q2 20243.13M$18M+6.43%
Q1 20241.21M$6M+2.47%
Q4 2023434.3K$3M+1.29%

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 GSM.