Instuitional Investor - Thomist Capital Management, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Darling Ingredients Inc.	DAR	566,094	$30,920,054	9.83%
2.	Aris Water Solutions Inc.	ARIS	1,751,221	$26,110,705	8.3%
3.	Dht Holdings Inc.	DHT	1,389,095	$22,961,740	7.3%
4.	Core Natural Resources Inc.	CNR	266,532	$21,327,891	6.78%
5.	Green Plains Inc.	GPRE	1,270,612	$19,542,013	6.21%