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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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
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.