Thomist Capital Management’s HF Sinclair DINO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Thomist Capital Management increased its HF Sinclair (DINO) stake by 84% in Q1 2026, buying an estimated $14M and bringing the position to 566,090 shares worth $35.3M. The position accounts for 9.51% of the portfolio, ranked #1.

Thomist Capital Management first reported a position in DINO in Q4 2021 and has held it in 11 quarters since. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

Thomist Capital Management held 566,090 shares of HF Sinclair worth $35.3M as of Q1 2026.
Thomist Capital Management bought 258,008 HF Sinclair shares in Q1 2026, an estimated $14M.
HF Sinclair made up 9.51% of Thomist Capital Management's portfolio in Q1 2026, its #1 holding.
Thomist Capital Management first reported a position in HF Sinclair in Q4 2021 and has held it in 11 quarters since.
644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

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