EdgeMarket › What Merewether Investment Management, Lp reported owning
What Merewether Investment Management, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
5.2BPositions
79Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 127097103 | 256.6M | 5.0% | 7.3M | — | — |
| OVV Ovintiv Inc. | 254.3M | 4.9% | 4.3M | 66.82 | +71.2% |
| DAR DARLING INGREDIENTS INC. | 205.6M | 4.0% | 3.3M | 65.74 | +113.4% |
| SU SUNCOR ENERGY INC | 205.2M | 4.0% | 3.1M | 68.42 | +77.3% |
| VST Vistra Corp. | 167.7M | 3.2% | 1.1M | 136.21 | -29.4% |
| BP BP PLC | 166.4M | 3.2% | 3.5M | 44.76 | +32.1% |
| TRGP Targa Resources Corp. | 162.6M | 3.1% | 648.4K | 299.10 | +83.6% |
| BG Bunge Global SA | 142.3M | 2.8% | 1.1M | 113.11 | +37.3% |
| SRE SEMPRA | 137.3M | 2.7% | 1.4M | 82.89 | +0.6% |
| PR Permian Resources Corp | 131.1M | 2.5% | 6.1M | 23.75 | +78.4% |
| LNG Cheniere Energy, Inc. | 130.4M | 2.5% | 459.5K | 277.51 | +17.6% |
| NRG NRG ENERGY, INC. | 130.2M | 2.5% | 890.9K | 113.11 | -23.7% |
| CNP CENTERPOINT ENERGY INC | 127.4M | 2.5% | 3.0M | 38.77 | +0.7% |
| CVE CENOVUS ENERGY INC. | 126.6M | 2.5% | 4.8M | 32.93 | +119.8% |
| ETR ENTERGY CORP /DE/ | 123.0M | 2.4% | 1.1M | 104.62 | +16.5% |
| XEL XCEL ENERGY INC | 121.7M | 2.4% | 1.5M | 76.30 | +4.3% |
| WMB WILLIAMS COMPANIES, INC. | 121.4M | 2.4% | 1.7M | 70.49 | +23.2% |
| DTM DT Midstream, Inc. | 112.5M | 2.2% | 835.0K | 126.77 | +23.6% |
| NVT nVent Electric plc | 112.4M | 2.2% | 950.3K | 151.98 | +72.6% |
| HUBB HUBBELL INC | 106.2M | 2.1% | 216.3K | 470.03 | +9.3% |
| PRIM Primoris Services Corp | 96.5M | 1.9% | 674.8K | 77.18 | -30.2% |
| TTE TotalEnergies SE | 86.4M | 1.7% | 949.8K | 89.89 | +42.5% |
| CNR Core Natural Resources, Inc. | 76.1M | 1.5% | 726.6K | 95.13 | +37.2% |
| MPC Marathon Petroleum Corp | 75.8M | 1.5% | 310.5K | 360.72 | +117.5% |
| MTZ MASTEC INC | 71.8M | 1.4% | 223.1K | 266.26 | +54.3% |
| COP CONOCOPHILLIPS | 68.9M | 1.3% | 522.2K | 134.87 | +42.1% |
| EQT EQT Corp | 68.1M | 1.3% | 1.1M | 53.72 | +4.6% |
| DINO HF Sinclair Corp | 65.8M | 1.3% | 1.1M | 97.32 | +108.9% |
| VG Venture Global, Inc. | 65.5M | 1.3% | 4.2M | 14.21 | +13.1% |
| ST Sensata Technologies Holding plc | 63.3M | 1.2% | 1.8M | 42.83 | +35.2% |
| FCX FREEPORT-MCMORAN INC | 58.7M | 1.1% | 998.8K | 76.66 | +85.6% |
| FTI TechnipFMC plc | 57.8M | 1.1% | 836.3K | 77.45 | +122.8% |
| IAG IAMGOLD CORP | 55.6M | 1.1% | 3.0M | 21.14 | +158.4% |
| LYB LyondellBasell Industries N.V. | 52.7M | 1.0% | 654.7K | 67.53 | +22.0% |
| FANG Diamondback Energy, Inc. | 52.6M | 1.0% | 266.1K | 210.72 | +52.8% |
| Q Qnity Electronics, Inc. | 50.0M | 1.0% | 433.3K | 128.88 | — |
| NUE NUCOR CORP | 49.6M | 1.0% | 293.1K | 243.63 | +69.8% |
| SOLS Solstice Advanced Materials Inc. | 48.9M | 0.9% | 642.5K | 56.16 | — |
| EXE EXPAND ENERGY Corp | 47.4M | 0.9% | 431.7K | 96.09 | +2.2% |
| BKV BKV Corp | 47.0M | 0.9% | 1.6M | 24.20 | +11.3% |
| RAL Ralliant Corp | 46.3M | 0.9% | 1.1M | 63.61 | +52.2% |
| WTTR Select Water Solutions, Inc. | 44.2M | 0.9% | 2.9M | 19.72 | +148.4% |
| LGN Legence Corp. | 41.0M | 0.8% | 726.3K | 59.37 | — |
| AR ANTERO RESOURCES Corp | 40.4M | 0.8% | 951.2K | 37.94 | +24.1% |
| CGAU Centerra Gold Inc. | 40.1M | 0.8% | 2.3M | 23.75 | +227.1% |
| XOM ExxonMobil Holdings Corp | 39.6M | 0.8% | 233.3K | 165.11 | +52.1% |
| CMI CUMMINS INC | 39.6M | 0.8% | 73.5K | 587.68 | +48.3% |
| SDRL SEADRILL Ltd | 39.5M | 0.8% | 867.3K | 47.29 | +62.0% |
| NE Noble Corp plc | 38.2M | 0.7% | 779.2K | 46.27 | +73.9% |
| JHX James Hardie Industries plc | 37.1M | 0.7% | 2.0M | 30.43 | +63.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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