Merewether Investment Management, LP
81 holdingsFiling period: 2026-03-31Current AUM: $5.16Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CTRA | COTERRA ENERGY INC | 7.30M | $256.6M | $256.6M | 4.97% | +5.23M | 2026-03-31 |
| 2 | OVV | OVINTIV INC | 4.28M | $254.3M | $267.5M | 5.18% | +670.6K | 2026-03-31 |
| 3 | DAR | DARLING INGREDIENTS INC | 3.32M | $205.6M | $201.6M | 3.91% | +2.45M | 2026-03-31 |
| 4 | SU | SUNCOR ENERGY INC NEW | 3.10M | $205.2M | $208.9M | 4.05% | -173,653 | 2026-03-31 |
| 5 | VST | VISTRA CORP | 1.12M | $167.7M | $165.3M | 3.20% | +718.3K | 2026-03-31 |
| 6 | BP | BP PLC | 3.54M | $166.4M | $160.1M | 3.10% | +533.3K | 2026-03-31 |
| 7 | TRGP | TARGA RES CORP | 648.4K | $162.6M | $175.3M | 3.40% | -101,137 | 2026-03-31 |
| 8 | — | BUNGE GLOBAL SA | 1.12M | $142.3M | $142.3M | 2.76% | -14,157 | 2026-03-31 |
| 9 | SRE | SEMPRA | 1.41M | $137.3M | $125.1M | 2.42% | -134,344 | 2026-03-31 |
| 10 | PR | PERMIAN RESOURCES CORP | 6.15M | $131.1M | $131.0M | 2.54% | -114,622 | 2026-03-31 |
| 11 | LNG | CHENIERE ENERGY INC | 459.5K | $130.4M | $121.1M | 2.35% | +110.9K | 2026-03-31 |
| 12 | NRG | NRG ENERGY INC | 890.9K | $130.2M | $119.6M | 2.32% | +125.3K | 2026-03-31 |
| 13 | CNP | CENTERPOINT ENERGY INC | 2.95M | $127.4M | $124.1M | 2.40% | +55.4K | 2026-03-31 |
| 14 | CVE | CENOVUS ENERGY INC | 4.77M | $126.6M | $144.1M | 2.79% | +2.70M | 2026-03-31 |
| 15 | ETR | ENTERGY CORP NEW | 1.09M | $123.0M | $117.8M | 2.28% | -702,358 | 2026-03-31 |
| 16 | XEL | XCEL ENERGY INC | 1.53M | $121.7M | $119.8M | 2.32% | -636,168 | 2026-03-31 |
| 17 | WMB | WILLIAMS COS INC | 1.67M | $121.4M | $119.4M | 2.31% | -672,572 | 2026-03-31 |
| 18 | DTM | DT MIDSTREAM INC | 835.0K | $112.5M | $115.2M | 2.23% | -207,594 | 2026-03-31 |
| 19 | — | NVENT ELEC PLC | 950.3K | $112.4M | $112.4M | 2.18% | -385,243 | 2026-03-31 |
| 20 | HUBB | HUBBELL INC | 216.3K | $106.2M | $102.2M | 1.98% | +113.4K | 2026-03-31 |
| 21 | PRIM | PRIMORIS SVCS CORP | 674.8K | $96.5M | $57.0M | 1.10% | -106,861 | 2026-03-31 |
| 22 | — | TOTALENERGIES SE | 949.8K | $86.4M | $86.4M | 1.67% | -- | 2026-03-31 |
| 23 | CNR | CORE NATURAL RESOURCES INC | 726.6K | $76.1M | $58.0M | 1.12% | +387.2K | 2026-03-31 |
| 24 | MPC | MARATHON PETE CORP | 310.5K | $75.8M | $98.3M | 1.90% | -- | 2026-03-31 |
| 25 | MTZ | MASTEC INC | 223.1K | $71.8M | $58.7M | 1.14% | -346,079 | 2026-03-31 |
← Scroll →
Page 1 of 4