Thomist Capital Management’s Core Natural Resources Inc CNR Stock Holding History

Thomist Capital Management’s Portfolio CNR Stock Details CNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.3M	Buy	266,532 +41,733	+19%	+$3.7M	6.78%	4
2026 Q1	$23.5M	Sell	224,799 -9,201	-4%	-$876K	6.34%	3
2025 Q4	$20.7M	Buy	+234,000	New	+$19.9M	4.4%	6
2025 Q2	–	Sell	-83,500	Closed	-$6.44M	–	69
2025 Q1	$6.44M	Buy	83,500 +36,159	+76%	+$3.05M	2.54%	16
2024 Q4	$5.02M	Buy	+47,341	New	+$5.45M	1.3%	21
2022 Q3	–	Sell	-90,376	Closed	-$4.46M	–	32
2022 Q2	$4.46M	Buy	+90,376	New	+$4.4M	3.12%	12

Other funds holding CNR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DCM

DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return

Thomist Capital Management's CNR Position: Q2 2026 in Review

Thomist Capital Management increased its Core Natural Resources Inc (CNR) stake by 19% in Q2 2026, buying an estimated $3.7M and bringing the position to 266,532 shares worth $21.3M. The position accounts for 6.78% of the portfolio, ranked #4.

Thomist Capital Management first reported a position in CNR in Q2 2022 and has held it in 6 quarters since. The position peaked at $23.5M in Q1 2026. 355 funds tracked by Wall St. Rank hold CNR as of Q2 2026.

Thomist Capital Management held 266,532 shares of Core Natural Resources Inc worth $21.3M as of Q2 2026.
Thomist Capital Management bought 41,733 Core Natural Resources Inc shares in Q2 2026, an estimated $3.7M.
Core Natural Resources Inc made up 6.78% of Thomist Capital Management's portfolio in Q2 2026, its #4 holding.
Thomist Capital Management first reported a position in Core Natural Resources Inc in Q2 2022 and has held it in 6 quarters since.
Thomist Capital Management's Core Natural Resources Inc position peaked at $23.5M in Q1 2026.
355 funds tracked by Wall St. Rank held Core Natural Resources Inc as of Q2 2026.

Based on Thomist Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.