SEC 13F Intelligence

Thomist Capital Management, LP / MPC

Thomist Capital Management, LP’s Marathon Pete Corp Position

Does Thomist Capital Management, LP own Marathon Pete Corp (MPC)? Not currently — the last reported position was 96.1K shares worth $16M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$16M
Q4 2025
Shares
96.1K
% of Portfolio
+3.34%
Quarters Held
11
position exited

Position History MPC

Reported value by quarter
Q1 ’22: $10MQ1 ’22Q2 ’22: $4MQ3 ’22: $11MQ3 ’22Q4 ’22: $24MQ2 ’23: $13MQ2 ’23Q3 ’23: $14MQ4 ’23: $4MQ4 ’23Q1 ’24: $21MQ2 ’24: $36MQ2 ’24Q1 ’25: $6MQ4 ’25: $16MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202596.1K$16M+3.34%
Q1 202544.0K$6M+2.50%
Q2 2024215.6K$36M+12.75%
Q1 2024105.8K$21M+8.76%
Q4 202330.6K$4M+1.99%
Q3 202392.7K$14M+8.71%
Q2 2023116.0K$13M+8.46%
Q4 2022202.6K$24M+11.61%
Q3 2022105.8K$11M+7.85%
Q2 202250.0K$4M+2.87%
Q1 2022118.8K$10M+5.39%

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 MPC.