Merewether Investment Management, LP
- SEC CIK
- 0001736852
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 32
- No 13F data for Q4 2020
- Portfolio value
- $621.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DENDenbury Inc | COM | 862,568 | $41.3M | 6.6% | – | – | History |
| XECCimarex Energy Co | COM | 686,969 | $40.8M | 6.6% | – | – | History |
| DARDarling Ingredients Inc. | COM | 502,402 | $37.0M | 6.0% | – | – | History |
| OVVOvintiv Inc. | COM | 1,526,152 | $36.4M | 5.9% | – | – | History |
| NOVASunnova Energy International Inc. | COM | 871,484 | $35.6M | 5.7% | – | – | History |
| SLBSLB Limited | Stock | 1,280,881 | $34.8M | 5.6% | – | – | History |
| DVNDevon Energy Corp | Stock | 1,575,709 | $34.4M | 5.5% | – | – | History |
| CNQCanadian Natural Resources Ltd | COM | 1,058,256 | $32.7M | 5.3% | – | – | History |
| VLOValero Energy Corp | Stock | 443,823 | $31.8M | 5.1% | – | – | History |
| PXDPioneer Natural Resources Co | COM | 190,197 | $30.2M | 4.9% | – | – | History |
| AESAES Corp | Stock | 871,119 | $23.4M | 3.8% | – | – | History |
| CHXChampionX Corp | COM | 993,869 | $21.6M | 3.5% | – | – | History |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 533,073 | $20.9M | 3.4% | – | – | – |
| EXEExpand Energy Corp | COM | 465,006 | $20.2M | 3.2% | – | – | History |
| SHLSShoals Technologies Group, Inc. | CL A | 570,916 | $19.9M | 3.2% | – | – | History |
| APAAPA Corp | Stock | 945,798 | $16.9M | 2.7% | – | – | History |
| ARRYArray Technologies, Inc. | COM SHS | 520,000 | $15.5M | 2.5% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 212,392 | $15.3M | 2.5% | – | – | History |
| BKRBaker Hughes Co | CL A | 696,865 | $15.1M | 2.4% | – | – | History |
| EQTEQT Corp | Stock | 704,461 | $13.1M | 2.1% | – | – | History |
| TPGYTPG Pace Beneficial Finance Corp. | CL A COM | 586,329 | $11.5M | 1.8% | – | – | History |
| Climate Change Crisis Real I18716C100 | CL A COM | 769,939 | $10.5M | 1.7% | – | – | – |
| ARAntero Resources Corp | COM | 1,007,193 | $10.3M | 1.7% | – | – | History |
| HESHess Corp | Stock | 143,441 | $10.2M | 1.6% | – | – | History |
| CLNEClean Energy Fuels Corp. | COM | 720,262 | $9.90M | 1.6% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | 177,110 | $5.83M | 0.9% | – | – | History |
| AMTXAemetis, Inc | COM NEW | 229,963 | $5.64M | 0.9% | – | – | History |
| Rice Acquisition Corp762594109 | COM CL A | 531,781 | $5.38M | 0.9% | – | – | – |
| BGBunge Global SA | COM | 60,454 | $4.79M | 0.8% | – | – | History |
| COPConocoPhillips | Stock | 76,654 | $4.06M | 0.7% | – | – | History |
| ENPHEnphase Energy, Inc. | Stock | 23,128 | $3.75M | 0.6% | – | – | History |
| Star Peak Corp II855179206 | UNIT 99/99/9999 | 263,770 | $2.76M | 0.4% | – | – | – |