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Merewether Investment Management, LP 13F holdings

Filed 2026-08-14 · Merewether Investment Management, LP · 81 positions · $5.3B

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TickerCompanySharesValue% of portfolio
DVNDEVON ENERGY CORP NEW6.6M$271.1M5.1%
OVVOVINTIV INC4.4M$229.6M4.3%
ETRENTERGY CORP NEW1.8M$205.3M3.9%
VSTVISTRA CORP1.3M$200.7M3.8%
DARDARLING INGREDIENTS INC3.0M$164.0M3.1%
PSXPHILLIPS 66967.4K$163.5M3.1%
WMBWILLIAMS COS INC2.2M$162.3M3.1%
SUSUNCOR ENERGY INC NEW2.8M$151.3M2.9%
DTMDT MIDSTREAM INC946.0K$138.8M2.6%
TRGPTARGA RES CORP502.9K$134.9M2.5%
CNPCENTERPOINT ENERGY INC3.0M$131.4M2.5%
CVECENOVUS ENERGY INC4.9M$120.9M2.3%
—NVENT ELEC PLC677.9K$115.0M2.2%
PRPERMIAN RESOURCES CORP6.1M$112.5M2.1%
RALRALLIANT CORP1.5M$112.4M2.1%
LNTALLIANT ENERGY CORP1.4M$107.8M2.0%
—BUNGE GLOBAL SA965.8K$103.1M1.9%
HALHALLIBURTON CO2.7M$90.6M1.7%
LNGCHENIERE ENERGY INC377.4K$90.2M1.7%
—TECHNIPFMC PLC1.3M$85.9M1.6%
EQTEQT CORP1.6M$83.9M1.6%
SOLSSOLSTICE ADVANCED MATLS INC910.4K$80.7M1.5%
WCCWESCO INTL INC233.4K$80.6M1.5%
MTZMASTEC INC190.2K$79.1M1.5%
MAIRMADISON AIR SOLUTIONS CORP1.9M$75.8M1.4%
—TOTALENERGIES SE971.3K$75.5M1.4%
MPCMARATHON PETE CORP288.6K$73.8M1.4%
LGNLEGENCE CORP852.7K$72.7M1.4%
FIXCOMFORT SYS USA INC36.7K$72.7M1.4%
—INNIO NV1.8M$70.8M1.3%
BPBP PLC1.8M$68.1M1.3%
CRHCRH PLC626.9K$67.1M1.3%
—SENSATA TECHNOLOGIES HLDG PL1.3M$62.9M1.2%
TSTENARIS S A1.1M$62.7M1.2%
TLNTALEN ENERGY CORP154.8K$59.5M1.1%
WTTRSELECT WATER SOLUTIONS INC3.0M$59.1M1.1%
—WEATHERFORD INTL PLC699.4K$57.0M1.1%
CNRCORE NATURAL RESOURCES INC687.5K$55.0M1.0%
—JAMES HARDIE INDS PLC2.1M$54.0M1.0%
BWABORGWARNER INC801.6K$53.2M1.0%
XELXCEL ENERGY INC655.0K$52.6M1.0%
MEOHMETHANEX CORP1.1M$52.2M1.0%
LECOLINCOLN ELEC HLDGS INC189.3K$50.3M0.9%
COPCONOCOPHILLIPS459.8K$47.8M0.9%
IAGIAMGOLD CORP3.0M$47.8M0.9%
QQNITY ELECTRONICS INC283.8K$46.4M0.9%
BKVBKV CORP1.7M$45.8M0.9%
FLEXFLEX LTD275.6K$44.7M0.8%
EXMOCEXXON MOBIL CORP302.7K$41.4M0.8%
DINOHF SINCLAIR CORP504.8K$35.2M0.7%
FNVFRANCO NEV CORP167.7K$35.0M0.7%
BKHBLACK HILLS CORP455.3K$33.9M0.6%
CIFRCIPHER DIGITAL INC1.4M$33.6M0.6%
—SEADRILL LTD886.7K$33.5M0.6%
ECLECOLAB INC118.3K$33.0M0.6%
CENXCENTURY ALUM CO693.5K$31.9M0.6%
HUTHUT 8 CORP269.2K$31.1M0.6%
SUNCSUNOCOCORP LLC456.1K$30.9M0.6%
CGAUCENTERRA GOLD INC1.9M$29.7M0.6%
NUENUCOR CORP129.8K$28.9M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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