TCM
INR

Thomist Capital Management’s Infinity Natural Resources INR Stock Holding History

Thomist Capital Management’s Portfolio INR Stock Details INR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$207K Sell
11,770
-191,025
-94% -$3.12M 0.06% 57
2025
Q4 		$3.08M Buy
+202,795
New +$2.66M 0.65% 36

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VCM
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YCM
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Thomist Capital Management's INR Position: Q1 2026 in Review

Thomist Capital Management reduced its Infinity Natural Resources (INR) stake by 94% in Q1 2026, selling an estimated $3.12M and leaving 11,770 shares worth $207K. The position accounts for 0.06% of the portfolio, ranked #57.

Thomist Capital Management first reported a position in INR in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.08M in Q4 2025. 134 funds tracked by Wall St. Rank hold INR as of Q1 2026.

  • Thomist Capital Management held 11,770 shares of Infinity Natural Resources worth $207K as of Q1 2026.
  • Thomist Capital Management sold 191,025 Infinity Natural Resources shares in Q1 2026, an estimated $3.12M.
  • Infinity Natural Resources made up 0.06% of Thomist Capital Management's portfolio in Q1 2026, its #57 holding.
  • Thomist Capital Management first reported a position in Infinity Natural Resources in Q4 2025 and has held it in 2 quarters since.
  • Thomist Capital Management's Infinity Natural Resources position peaked at $3.08M in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Infinity Natural Resources as of Q1 2026.

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