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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-83,500	Closed	-$6.44M	–	59
2025 Q1	$6.44M	Buy	83,500 +36,159	+76%	+$2.79M	2.54%	15
2024 Q4	$5.02M	Buy	+47,341	New	+$5.02M	1.3%	17
2022 Q3	–	Sell	-90,376	Closed	-$4.46M	–	28
2022 Q2	$4.46M	Buy	+90,376	New	+$4.46M	3.12%	9