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
Sell
-70,000
Closed -$4.37M 54
2026
Q1
$4.37M Buy
+70,000
New +$3.79M 1.18% 25
2022
Q3
Sell
-189,200
Closed -$8.54M 23
2022
Q2
$8.54M Buy
+189,200
New +$8.47M 5.97% 6

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.