Thomist Capital Management’s Sable Offshore Corp SOC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-50,000	Closed	-$451K	–	103
2025 Q4	$451K	Sell	50,000 -190,000	-79%	-$1.79M	0.1%	58
2025 Q3	$4.19M	Buy	+240,000	New	+$6.15M	0.83%	32
2025 Q2	–	Sell	-500,000	Closed	-$9.85M	–	67
2025 Q1	$9.85M	Buy	+500,000	New	+$12.8M	3.88%	6

Other funds holding SOC

PGA

Pilgrim Global Advisors Reno, Nevada $466M AUM 46.9% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

CGIC

Continental General Insurance Company Austin, Texas $480M AUM 101.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TSC

Two Seas Capital Rye, New York $5.05B AUM 164.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FCM

FourWorld Capital Management New York $110M AUM 44.07% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Thomist Capital Management's SOC Position: Q2 2026 in Review

Thomist Capital Management opened a new position in Sable Offshore Corp (SOC) in Q2 2026: 59,794 shares worth $184K. The stake represents 0.06% of the portfolio and ranks #44 among its holdings. This is a return to the name: Thomist Capital Management previously reported a position in SOC as recently as Q4 2025.

Thomist Capital Management first reported a position in SOC in Q3 2024 and has held it in 5 quarters since. The position peaked at $21.3M in Q4 2025. 246 funds tracked by Wall St. Rank hold SOC as of Q2 2026.

Thomist Capital Management held 59,794 shares of Sable Offshore Corp worth $184K as of Q2 2026.
Sable Offshore Corp was a new Thomist Capital Management position in Q2 2026.
Sable Offshore Corp made up 0.06% of Thomist Capital Management's portfolio in Q2 2026, its #44 holding.
Thomist Capital Management first reported a position in Sable Offshore Corp in Q3 2024 and has held it in 5 quarters since.
Thomist Capital Management's Sable Offshore Corp position peaked at $21.3M in Q4 2025.
246 funds tracked by Wall St. Rank held Sable Offshore Corp as of Q2 2026.

Based on Thomist Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.