Thomist Capital Management’s HF Sinclair DINO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.76M Sell
97,063
-469,027
-83% -$31.2M 2.15% 16
2026
Q1
$35.3M Buy
566,090
+258,008
+84% +$14M 9.51% 1
2025
Q4
$14.3M Sell
308,082
-4,318
-1% -$223K 3.03% 11
2025
Q3
$16.4M Buy
312,400
+241,796
+342% +$11.5M 3.24% 9
2025
Q2
$2.91M Sell
70,604
-477,830
-87% -$16.5M 1.08% 23
2025
Q1
$18.1M Buy
548,434
+274,276
+100% +$9.61M 7.15% 3
2024
Q4
$9.45M Buy
274,158
+6,658
+2% +$272K 2.46% 15
2024
Q3
$12.1M Buy
+267,500
New +$12.8M 2.37% 9
2024
Q1
Sell
-119,300
Closed -$6.63M 30
2023
Q4
$6.63M Buy
+119,300
New +$6.51M 2.93% 10
2023
Q1
Sell
-142,306
Closed -$7.38M 26
2022
Q4
$7.38M Sell
142,306
-30,434
-18% -$1.75M 3.64% 10
2022
Q3
$9.3M Buy
+172,740
New +$8.54M 6.95% 5
2022
Q1
Sell
-83,660
Closed -$2.74M 19
2021
Q4
$2.74M Buy
+83,660
New +$2.82M 2.69% 8

Other funds holding DINO

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

Thomist Capital Management reduced its HF Sinclair (DINO) stake by 83% in Q2 2026, selling an estimated $31.2M and leaving 97,063 shares worth $6.76M. The position accounts for 2.15% of the portfolio, ranked #16.

Thomist Capital Management first reported a position in DINO in Q4 2021 and has held it in 12 quarters since. The position peaked at $35.3M in Q1 2026. 686 funds tracked by Wall St. Rank hold DINO as of Q2 2026.

  • Thomist Capital Management held 97,063 shares of HF Sinclair worth $6.76M as of Q2 2026.
  • Thomist Capital Management sold 469,027 HF Sinclair shares in Q2 2026, an estimated $31.2M.
  • HF Sinclair made up 2.15% of Thomist Capital Management's portfolio in Q2 2026, its #16 holding.
  • Thomist Capital Management first reported a position in HF Sinclair in Q4 2021 and has held it in 12 quarters since.
  • Thomist Capital Management's HF Sinclair position peaked at $35.3M in Q1 2026.
  • 686 funds tracked by Wall St. Rank held HF Sinclair as of Q2 2026.

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