Universe · entity
Merewether Investment Management, LP
Institutional manager (13F) · CIK 1736852
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $4.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | COTERRA ENERGY INC | $257M | 7,301,691 |
| 2 | OVINTIV INC | $254M | 4,283,314 |
| 3 | DARLING INGREDIENTS INC | $206M | 3,324,523 |
| 4 | SUNCOR ENERGY INC NEW | $205M | 3,103,851 |
| 5 | VISTRA CORP | $168M | 1,115,621 |
| 6 | BP PLC | $166M | 3,541,397 |
| 7 | TARGA RES CORP | $163M | 648,440 |
| 8 | BUNGE GLOBAL SA | $142M | 1,118,543 |
| 9 | SEMPRA | $137M | 1,412,788 |
| 10 | PERMIAN RESOURCES CORP | $131M | 6,148,515 |
| 11 | CHENIERE ENERGY INC | $130M | 459,471 |
| 12 | NRG ENERGY INC | $130M | 890,906 |
| 13 | CENTERPOINT ENERGY INC | $127M | 2,952,405 |
| 14 | CENOVUS ENERGY INC | $127M | 4,771,600 |
| 15 | ENTERGY CORP NEW | $123M | 1,094,542 |
| 16 | XCEL ENERGY INC | $122M | 1,531,542 |
| 17 | WILLIAMS COS INC | $121M | 1,668,428 |
| 18 | DT MIDSTREAM INC | $112M | 835,006 |
| 19 | NVENT ELEC PLC | $112M | 950,331 |
| 20 | HUBBELL INC | $106M | 216,337 |
| 21 | PRIMORIS SVCS CORP | $97M | 674,839 |
| 22 | TOTALENERGIES SE | $86M | 949,800 |
| 23 | CORE NATURAL RESOURCES INC | $76M | 726,634 |
| 24 | MARATHON PETE CORP | $76M | 310,500 |
| 25 | MASTEC INC | $72M | 223,061 |
| 26 | CONOCOPHILLIPS | $69M | 522,192 |
| 27 | EQT CORP | $68M | 1,069,850 |
| 28 | HF SINCLAIR CORP | $66M | 1,054,435 |
| 29 | VENTURE GLOBAL INC | $65M | 4,154,300 |
| 30 | SENSATA TECHNOLOGIES HLDG PL | $63M | 1,796,642 |
| 31 | FREEPORT MCMORAN INC | $59M | 998,764 |
| 32 | TECHNIPFMC PLC | $58M | 836,283 |
| 33 | IAMGOLD CORP | $56M | 2,953,542 |
| 34 | LYONDELLBASELL INDUSTRIES NV | $53M | 654,687 |
| 35 | DIAMONDBACK ENERGY INC | $53M | 266,065 |
| 36 | QNITY ELECTRONICS INC | $50M | 433,284 |
| 37 | NUCOR CORP | $50M | 293,114 |
| 38 | SOLSTICE ADVANCED MATLS INC | $49M | 642,451 |
| 39 | EXPAND ENERGY CORPORATION | $47M | 431,690 |
| 40 | BKV CORP | $47M | 1,646,773 |
| 41 | RALLIANT CORP | $46M | 1,112,250 |
| 42 | SELECT WATER SOLUTIONS INC | $44M | 2,889,000 |
| 43 | LEGENCE CORP | $41M | 726,336 |
| 44 | ANTERO RESOURCES CORP | $40M | 951,200 |
| 45 | CENTERRA GOLD INC | $40M | 2,264,523 |
| 46 | EXXON MOBIL CORP | $40M | 233,262 |
| 47 | CUMMINS INC | $40M | 73,528 |
| 48 | SEADRILL LTD | $39M | 867,338 |
| 49 | NOBLE CORP PLC | $38M | 779,215 |
| 50 | JAMES HARDIE INDS PLC | $37M | 1,957,830 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.