Merewether Investment Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$5.16B
Q ending 2026-03-31
Prior quarter
$4.35B
Q ending 2025-12-31
Change
+18.8% QoQ · +87.6% YoY
Positions
79
reported holdings
Largest positions
All 79 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Coterra Energy Inc | CTRA | Shares | $256.6M | 7.3M |
| Ovintiv Inc | OVV | Shares | $254.3M | 4.3M |
| Darling Ingredients Inc | DAR | Shares | $205.6M | 3.3M |
| Suncor Energy Inc New | SU | Shares | $205.2M | 3.1M |
| Vistra Corp | VST | Shares | $167.7M | 1.1M |
| Bp Plc | BP | Shares | $166.4M | 3.5M |
| Targa Res Corp | TRGP | Shares | $162.6M | 648K |
| Bunge Global Sa | Shares | $142.3M | 1.1M | |
| Sempra | SRE | Shares | $137.3M | 1.4M |
| Permian Resources Corp | PR | Shares | $131.1M | 6.1M |
| Cheniere Energy Inc | LNG | Shares | $130.4M | 459K |
| Nrg Energy Inc | NRG | Shares | $130.2M | 891K |
| Centerpoint Energy Inc | CNP | Shares | $127.4M | 3.0M |
| Cenovus Energy Inc | CVE | Shares | $126.6M | 4.8M |
| Entergy Corp New | ETR | Shares | $123.0M | 1.1M |
| Xcel Energy Inc | XEL | Shares | $121.7M | 1.5M |
| Williams Cos Inc | WMB | Shares | $121.4M | 1.7M |
| Dt Midstream Inc | DTM | Shares | $112.5M | 835K |
| Nvent Elec Plc | Shares | $112.4M | 950K | |
| Hubbell Inc | HUBB | Shares | $106.2M | 216K |
| Primoris Svcs Corp | PRIM | Shares | $96.5M | 675K |
| Totalenergies Se | Shares | $86.4M | 950K | |
| Core Natural Resources Inc | CNR | Shares | $76.1M | 727K |
| Marathon Pete Corp | MPC | Shares | $75.8M | 311K |
| Mastec Inc | MTZ | Shares | $71.8M | 223K |
| Conocophillips | COP | Shares | $68.9M | 522K |
| Eqt Corp | EQT | Shares | $68.1M | 1.1M |
| Hf Sinclair Corp | DINO | Shares | $65.8M | 1.1M |
| Venture Global Inc | VG | Shares | $65.5M | 4.2M |
| Sensata Technologies Hldg Pl | Shares | $63.3M | 1.8M | |
| Freeport Mcmoran Inc | FCX | Shares | $58.7M | 999K |
| Technipfmc Plc | Shares | $57.8M | 836K | |
| Iamgold Corp | IAG | Shares | $55.6M | 3.0M |
| Lyondellbasell Industries Nv | Shares | $52.7M | 655K | |
| Diamondback Energy Inc | FANG | Shares | $52.6M | 266K |
| Qnity Electronics Inc | Q | Shares | $50.0M | 433K |
| Nucor Corp | NUE | Shares | $49.6M | 293K |
| Solstice Advanced Matls Inc | SOLS | Shares | $48.9M | 642K |
| Expand Energy Corporation | EXE | Shares | $47.4M | 432K |
| Bkv Corp | BKV | Shares | $47.0M | 1.6M |
| Ralliant Corp | RAL | Shares | $46.3M | 1.1M |
| Select Water Solutions Inc | WTTR | Shares | $44.2M | 2.9M |
| Legence Corp | LGN | Shares | $41.0M | 726K |
| Antero Resources Corp | AR | Shares | $40.4M | 951K |
| Centerra Gold Inc | CGAU | Shares | $40.1M | 2.3M |
| Exxon Mobil Corp | XOM | Shares | $39.6M | 233K |
| Cummins Inc | CMI | Shares | $39.6M | 74K |
| Seadrill Ltd | Shares | $39.5M | 867K | |
| Noble Corp Plc | Shares | $38.2M | 779K | |
| James Hardie Inds Plc | Shares | $37.1M | 2.0M | |
| Franco Nev Corp | FNV | Shares | $35.6M | 144K |
| Crh Plc | Shares | $35.5M | 338K | |
| Patterson-Uti Energy Inc | PTEN | Shares | $32.5M | 3.0M |
| Comfort Sys Usa Inc | FIX | Shares | $30.8M | 22K |
| Century Alum Co | CENX | Shares | $30.2M | 515K |
| Liberty Energy Inc | LBRT | Shares | $29.7M | 1.0M |
| Aris Mining Corporation | ARIS | Shares | $25.9M | 1.4M |
| Westlake Corporation | WLK | Shares | $25.7M | 220K |
| Cameco Corp | CCJ | Shares | $25.4M | 234K |
| Lincoln Elec Hldgs Inc | LECO | Shares | $23.3M | 94K |
| Par Pac Holdings Inc | PARR | Shares | $23.1M | 369K |
| Olin Corp | OLN | Shares | $18.5M | 623K |
| Nextpower Inc | NXT | Shares | $16.1M | 133K |
| Phillips 66 | PSX | Shares | $15.0M | 82K |
| Denison Mines Corp | DNN | Shares | $14.9M | 4.2M |
| Standard Lithium Ltd | SLI | Shares | $13.5M | 4.0M |
| Atmos Energy Corp | ATO | Shares | $13.2M | 72K |
| Baker Hughes Company | BKR | Shares | $10.6M | 173K |
| Energy Transfer L P | ET | Shares | $10.0M | 516K |
| Flowserve Corp | FLS | Shares | $5.5M | 75K |
| Hut 8 Corp | HUT | Shares | $5.4M | 115K |
| Celanese Corp Del | CE | Shares | $4.9M | 75K |
| Dupont De Nemours Inc | DDUSD | Shares | $3.9M | 85K |
| Tamboran Res Corp | TBN | Shares | $3.4M | 69K |
| General Mtrs Co | GM | Shares | $2.0M | 27K |
| Albemarle Corp | ALB | Shares | $1.7M | 10K |
| Arcelormittal Sa Luxembourg | MT | Shares | $1.4M | 28K |
| Garrett Motion Inc | GTX | Shares | $1.4M | 78K |
| Terawulf Inc | WULF | Shares | $518K | 36K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.