Merewether Investment Management, LP

Est. AUM

$5.16B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	COTERRA ENERGY INC	COM	$256.6M	7301691	4.97%	SOLE
2	OVINTIV INC	COM	$254.3M	4283314	4.92%	SOLE
3	DARLING INGREDIENTS INC	COM	$205.6M	3324523	3.98%	SOLE
4	SUNCOR ENERGY INC NEW	COM	$205.2M	3103851	3.97%	SOLE
5	VISTRA CORP	COM	$167.7M	1115621	3.25%	SOLE
6	BP PLC	SPONSORED ADR	$166.4M	3541397	3.22%	SOLE
7	TARGA RES CORP	COM	$162.6M	648440	3.15%	SOLE
8	BUNGE GLOBAL SA	COM SHS	$142.3M	1118543	2.75%	SOLE
9	SEMPRA	COM	$137.3M	1412788	2.66%	SOLE
10	PERMIAN RESOURCES CORP	CLASS A COM	$131.1M	6148515	2.54%	SOLE
11	CHENIERE ENERGY INC	COM NEW	$130.4M	459471	2.52%	SOLE
12	NRG ENERGY INC	COM NEW	$130.2M	890906	2.52%	SOLE
13	CENTERPOINT ENERGY INC	COM	$127.4M	2952405	2.47%	SOLE
14	CENOVUS ENERGY INC	COM	$126.6M	4771600	2.45%	SOLE
15	ENTERGY CORP NEW	COM	$123.0M	1094542	2.38%	SOLE
16	XCEL ENERGY INC	COM	$121.7M	1531542	2.36%	SOLE
17	WILLIAMS COS INC	COM	$121.4M	1668428	2.35%	SOLE
18	DT MIDSTREAM INC	COMMON STOCK	$112.5M	835006	2.18%	SOLE
19	NVENT ELEC PLC	SHS	$112.4M	950331	2.18%	SOLE
20	HUBBELL INC	COM	$106.2M	216337	2.06%	SOLE
21	PRIMORIS SVCS CORP	COM	$96.5M	674839	1.87%	SOLE
22	TOTALENERGIES SE	ACT	$86.4M	949800	1.67%	SOLE
23	CORE NATURAL RESOURCES INC	COM SHS	$76.1M	726634	1.47%	SOLE
24	MARATHON PETE CORP	COM	$75.8M	310500	1.47%	SOLE
25	MASTEC INC	COM	$71.8M	223061	1.39%	SOLE
26	CONOCOPHILLIPS	COM	$68.9M	522192	1.33%	SOLE
27	EQT CORP	COM	$68.1M	1069850	1.32%	SOLE
28	HF SINCLAIR CORP	COM	$65.8M	1054435	1.27%	SOLE
29	VENTURE GLOBAL INC	COM CL A	$65.5M	4154300	1.27%	SOLE
30	SENSATA TECHNOLOGIES HLDG PL	SHS	$63.3M	1796642	1.23%	SOLE
31	FREEPORT MCMORAN INC	CL B	$58.7M	998764	1.14%	SOLE
32	TECHNIPFMC PLC	COM	$57.8M	836283	1.12%	SOLE
33	IAMGOLD CORP	COM	$55.6M	2953542	1.08%	SOLE
34	LYONDELLBASELL INDUSTRIES NV	SHS - A -	$52.7M	654687	1.02%	SOLE
35	DIAMONDBACK ENERGY INC	COM	$52.6M	266065	1.02%	SOLE
36	QNITY ELECTRONICS INC	COMMON STOCK	$50.0M	433284	0.97%	SOLE
37	NUCOR CORP	COM	$49.6M	293114	0.96%	SOLE
38	SOLSTICE ADVANCED MATLS INC	COM SHS	$48.9M	642451	0.95%	SOLE
39	EXPAND ENERGY CORPORATION	COM	$47.4M	431690	0.92%	SOLE
40	BKV CORP	COM	$47.0M	1646773	0.91%	SOLE
41	RALLIANT CORP	COM	$46.3M	1112250	0.90%	SOLE
42	SELECT WATER SOLUTIONS INC	CL A COM	$44.2M	2889000	0.86%	SOLE
43	LEGENCE CORP	CL A	$41.0M	726336	0.79%	SOLE
44	ANTERO RESOURCES CORP	COM	$40.4M	951200	0.78%	SOLE
45	CENTERRA GOLD INC	COM	$40.1M	2264523	0.78%	SOLE
46	EXXON MOBIL CORP	COM	$39.6M	233262	0.77%	SOLE
47	CUMMINS INC	COM	$39.6M	73528	0.77%	SOLE
48	SEADRILL LTD	COM	$39.5M	867338	0.76%	SOLE
49	NOBLE CORP PLC	ORD SHS A	$38.2M	779215	0.74%	SOLE
50	JAMES HARDIE INDS PLC	ORD SHS	$37.1M	1957830	0.72%	SOLE

1–50 of 79

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.