SEC 13F Intelligence

Thomist Capital Management, LP / HBM

Thomist Capital Management, LP’s Hudbay Minerals Inc Position

Does Thomist Capital Management, LP own Hudbay Minerals Inc (HBM)? Not currently — the last reported position was 599.6K shares worth $12M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q4 2025
Shares
599.6K
% of Portfolio
+2.53%
Quarters Held
5
position exited

Position History HBM

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q3 ’23: $1MQ3 ’23Q1 ’25: $13MQ1 ’25Q2 ’25: $13MQ2 ’25Q4 ’25: $12MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025599.6K$12M+2.53%
Q2 20251.27M$13M+4.98%
Q1 20251.68M$13M+5.11%
Q3 2023237.9K$1M+0.72%
Q4 2022563.8K$3M+1.40%

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 HBM.