TCM
Thomist Capital Management’s HF Sinclair DINO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
70,604
-477,830
| -87% | -$19.7M | 1.08% | 18 |
|
|
2025
Q1 | $18.1M | Buy |
548,434
+274,276
| +100% | +$9.07M | 7.15% | 3 |
|
|
2024
Q4 | $9.45M | Buy |
274,158
+6,658
| +2% | +$229K | 2.46% | 12 |
|
|
2024
Q3 | $12.1M | Buy |
+267,500
| New | +$12.1M | 2.37% | 8 |
|
|
2024
Q1 | – | Sell |
-119,300
| Closed | -$6.63M | – | 29 |
|
|
2023
Q4 | $6.63M | Buy |
+119,300
| New | +$6.63M | 2.93% | 10 |
|
|
2023
Q1 | – | Sell |
-142,306
| Closed | -$7.38M | – | 26 |
|
|
2022
Q4 | $7.38M | Sell |
142,306
-30,434
| -18% | -$1.58M | 3.64% | 10 |
|
|
2022
Q3 | $9.3M | Buy |
+172,740
| New | +$9.3M | 6.95% | 5 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 20 |
|
|
2022
Q1 | – | Sell |
-83,660
| Closed | -$2.74M | – | 17 |
|
|
2021
Q4 | $2.74M | Buy |
+83,660
| New | +$2.74M | 2.69% | 8 |
|