THOMIST CAPITAL MANAGEMENT, LP INR — INFINITY NAT RES INC

Ownership history in THOMIST CAPITAL MANAGEMENT, LP  ·  2 quarters on record

AI Ownership Summary

THOMIST CAPITAL MANAGEMENT, LP reported INFINITY NAT RES INC (INR) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.65% in 2025 Q4. The latest visible filing shows INR at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this INR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was THOMIST CAPITAL MANAGEMENT, LP's position in INFINITY NAT RES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

INR was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

INR stock page THOMIST CAPITAL MANAGEMENT, LP fund profile THOMIST CAPITAL MANAGEMENT, LP full holdings
How THOMIST CAPITAL MANAGEMENT, LP held INR — position size vs. price
% of Fund (quarterly)    INR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 11,770 -191,025 -94.2% 0.06% $207K 2026-05-15 $15.40
2025 Q4 INITIATED — — — 202,795 — — 0.65% $3.1M 2026-02-13 $16.35

🏢 Other funds also holding INR

As of 2026 Q1 — sorted by position size

1492 Capital Management LLC 3Y 7Y 1.16% RR Advisors, LLC 3Y 7Y 0.81% Black Maple Capital Management LP 3Y 7Y 0.3% Yaupon Capital Management LP 3Y 7Y 0.3% WESTWOOD HOLDINGS GROUP INC 3Y 7Y 0.27% VIRTUS ADVISERS, LLC 3Y 7Y 0.1% SILVERCREST ASSET MANAGEMENT GROUP LLC 3Y 7Y 0.09% Dynamic Technology Lab Private Ltd 3Y 7Y 0.07% SEVEN GRAND MANAGERS, LLC 3Y 0.06% Penn Capital Management Company, LLC 3Y 7Y 0.05%

FAQ About THOMIST CAPITAL MANAGEMENT, LP and INR

These are the practical questions this page is built to answer before you even open the full history table.

How long has THOMIST CAPITAL MANAGEMENT, LP reported owning INR?

THOMIST CAPITAL MANAGEMENT, LP reported INR across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported INR position in THOMIST CAPITAL MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for INR was 0.65% in 2025 Q4.

What is the latest reported INR position on this page?

The most recent filing on this page is 2026 Q1, when THOMIST CAPITAL MANAGEMENT, LP reported 11,770 shares, equal to 0.06% of portfolio, with an estimated market value of $207K.

What does the chart on this INR ownership page compare?

The chart compares THOMIST CAPITAL MANAGEMENT, LP's quarterly INR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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