SEC 13F Intelligence

Thomist Capital Management, LP / PBF

Thomist Capital Management, LP’s Pbf Energy Inc Position

Does Thomist Capital Management, LP own Pbf Energy Inc (PBF)? Not currently — the last reported position was 56.2K shares worth $3M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q1 2024
Shares
56.2K
% of Portfolio
+1.33%
Quarters Held
7
position exited

Position History PBF

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $16MQ1 ’22Q2 ’22: $3MQ2 ’22Q4 ’22: $1MQ4 ’22Q2 ’23: $10MQ2 ’23Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202456.2K$3M+1.33%
Q4 202363.2K$3M+1.24%
Q2 2023238.1K$10M+6.19%
Q4 202230.0K$1M+0.60%
Q2 202299.3K$3M+2.01%
Q1 2022660.1K$16M+8.54%
Q4 2021346.4K$4M+4.41%

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 PBF.