SEC 13F Intelligence

Thomist Capital Management, LP / IPX

Thomist Capital Management, LP’s Iperionx Ltd Position

Does Thomist Capital Management, LP own Iperionx Ltd (IPX)? Not currently — the last reported position was 1.89M shares worth $6M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q2 2025
Shares
1.89M
% of Portfolio
+2.17%
Quarters Held
2
position exited

Position History IPX

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q2 ’25: $6MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20251.89M$6M+2.17%
Q4 2024939.1K$3M+0.90%

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 IPX.