SEC 13F Intelligence

Thomist Capital Management, LP / SM

Thomist Capital Management, LP’s Sm Energy Company Position

Does Thomist Capital Management, LP own Sm Energy Company (SM)? Not currently — the last reported position was 552.9K shares worth $10M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q4 2025
Shares
552.9K
% of Portfolio
+2.20%
Quarters Held
6
position exited

Position History SM

Reported value by quarter
Q1 ’22: $13MQ1 ’22Q2 ’22: $5MQ2 ’22Q3 ’22: $3MQ3 ’22Q2 ’23: $4MQ2 ’23Q2 ’25: $931,210Q2 ’25Q4 ’25: $10MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025552.9K$10M+2.20%
Q2 202537.1K$931,210+0.35%
Q2 2023119.6K$4M+2.35%
Q3 202291.1K$3M+2.56%
Q2 2022147.4K$5M+3.52%
Q1 2022346.5K$13M+7.17%

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 SM.