SEC 13F Intelligence

Thomist Capital Management, LP / SOC

Thomist Capital Management, LP’s Sable Offshore Corp Position

Does Thomist Capital Management, LP own Sable Offshore Corp (SOC)? Not currently — the last reported position was 1.82M shares worth $21M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$21M
Q4 2025
Shares
1.82M
% of Portfolio
+4.53%
Quarters Held
4
position exited

Position History SOC

Reported value by quarter
Q3 ’24: $7MQ3 ’24Q4 ’24: $7MQ4 ’24Q1 ’25: $15MQ1 ’25Q4 ’25: $21MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20251.82M$21M+4.53%
Q1 2025591.5K$15M+6.04%
Q4 2024300.0K$7M+1.84%
Q3 2024300.0K$7M+1.39%

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 SOC.