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TCM
X
Thomist Capital Management’s
US Steel
X
Stock Holding History
Thomist Capital Management’s Portfolio
X Stock Details
X Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-142,600
Closed
-$6.13M
–
69
2025
Q1
$6.13M
Buy
142,600
+6,200
+5%
+$235K
2.58%
18
2024
Q4
$4.23M
Buy
+136,400
New
+$5.03M
1.36%
24
2023
Q3
–
Sell
-150,000
Closed
-$3.75M
–
36
2023
Q2
$3.75M
Buy
+150,000
New
+$3.49M
2.37%
11
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SS
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HNB
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24.69%
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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