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Thomist Capital Management’s Atlas Energy Solutions AESI Stock Holding History

Thomist Capital Management’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-350,000
Closed -$3.3M – 59
2025
Q4 		$3.3M Buy
+350,000
New +$3.54M 0.7% 35

Other funds holding AESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Thomist Capital Management's AESI Position: Q1 2026 in Review

Thomist Capital Management sold out of Atlas Energy Solutions (AESI) in Q1 2026, closing a stake of 407,316 shares — an estimated $3.9M sold.

Thomist Capital Management first reported a position in AESI in Q4 2025 and held it in 1 quarter. The position peaked at $3.9M in Q4 2025. 242 funds tracked by Wall St. Rank hold AESI as of Q1 2026.

  • Thomist Capital Management reported no remaining Atlas Energy Solutions position as of Q1 2026 after selling out during the quarter.
  • Thomist Capital Management sold 407,316 Atlas Energy Solutions shares in Q1 2026, an estimated $3.9M.
  • Thomist Capital Management first reported a position in Atlas Energy Solutions in Q4 2025 and held it in 1 quarter.
  • Thomist Capital Management's Atlas Energy Solutions position peaked at $3.9M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q1 2026.

Based on Thomist Capital Management's 13F filing for Q1 2026, filed 15 May 2026.