Skip to main content
Livermore
Livermore
ZHEN

Merewether Investment Management, LP

SEC CIK
0001736852
Latest filing
Aug 14, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
34
+2 vs. Q1 2021
Portfolio value
$568.7M
−$52.5M (−8.5%) vs. Q1 2021
Filed
Aug 16, 2021
SEC
Holdings of Merewether Investment Management, LP in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
OVVOvintiv Inc.COM1,642,412$51.7M9.1%+116,260+7.6%AddedHistory
SLBSLB LimitedStock1,379,539$44.2M7.8%+98,658+7.7%AddedHistory
DARDarling Ingredients Inc.COM509,324$34.4M6.0%+6,922+1.4%AddedHistory
COPConocoPhillipsStock563,298$34.3M6.0%+486,644+634.9%AddedHistory
XOMExxonMobil Holdings CorpCOM505,571$31.9M5.6%+505,571NewHistory
NOVASunnova Energy International Inc.COM844,901$31.8M5.6%−26,583−3.1%ReducedHistory
DVNDevon Energy CorpStock938,542$27.4M4.8%−637,167−40.4%ReducedHistory
Rice Acquisition Corp762594109COM CL A1,502,830$27.1M4.8%+971,049+182.6%Added–
VLOValero Energy CorpStock336,185$26.2M4.6%−107,638−24.3%ReducedHistory
AESAES CorpStock936,641$24.4M4.3%+65,522+7.5%AddedHistory
DENDenbury IncCOM301,813$23.2M4.1%−560,755−65.0%ReducedHistory
ARAntero Resources CorpCOM1,392,043$20.9M3.7%+384,850+38.2%AddedHistory
CVECenovus Energy Inc.COM2,183,250$20.9M3.7%+2,183,250NewHistory
Royal Dutch Shell PLC780259206SPONS ADR A487,490$19.7M3.5%−45,583−8.6%Reduced–
APAAPA CorpStock823,015$17.8M3.1%−122,783−13.0%ReducedHistory
ALBAlbemarle CorpStock94,475$15.9M2.8%+94,475NewHistory
CHXChampionX CorpCOM598,953$15.4M2.7%−394,916−39.7%ReducedHistory
RUNSunrun Inc.COM272,262$15.2M2.7%+272,262NewHistory
CNQCanadian Natural Resources LtdCOM394,248$14.3M2.5%−664,008−62.7%ReducedHistory
HALHalliburton CoStock600,000$13.9M2.4%+600,000NewHistory
HESHess CorpStock125,022$10.9M1.9%−18,419−12.8%ReducedHistory
PRIMPrimoris Services CorpStock303,119$8.92M1.6%+303,119NewHistory
TRGPTarga Resources Corp.COM174,660$7.76M1.4%+174,660NewHistory
Climate Change Crisis Real I18716C100CL A COM499,608$7.50M1.3%−270,331−35.1%Reduced–
AMTXAemetis, IncCOM NEW642,342$7.17M1.3%+412,379+179.3%AddedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO71,471$6.91M1.2%+71,471New–
ENPHEnphase Energy, Inc.Stock20,158$3.70M0.7%−2,970−12.8%ReducedHistory
SHLSShoals Technologies Group, Inc.CL A54,997$1.95M0.3%−515,919−90.4%ReducedHistory
Rice Acquisition Corp IIG75529118UNIT 99/99/9999165,000$1.69M0.3%+165,000New–
XECCimarex Energy CoCOM7,139$517.0K0.1%−679,830−99.0%ReducedHistory
LNGCheniere Energy, Inc.COM NEW4,632$402.0K0.1%−207,760−97.8%ReducedHistory
BKRBaker Hughes CoCL A15,197$348.0K0.1%−681,668−97.8%ReducedHistory
EXEExpand Energy CorpCOM4,718$245.0K<0.1%−460,288−99.0%ReducedHistory
ALTOAlto Ingredients, Inc.COM13,310$81.0K<0.1%+13,310NewHistory

Sold out since Q1 2021 (8)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Merewether Investment Management, LP sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
PXDPioneer Natural Resources CoCOM190,197$30.2M4.9%History
ARRYArray Technologies, Inc.COM SHS520,000$15.5M2.5%History
EQTEQT CorpStock704,461$13.1M2.1%History
TPGYTPG Pace Beneficial Finance Corp.CL A COM586,329$11.5M1.8%History
CLNEClean Energy Fuels Corp.COM720,262$9.90M1.6%History
FCXFreeport-McMoran IncStock177,110$5.83M0.9%History
BGBunge Global SACOM60,454$4.79M0.8%History
Star Peak Corp II855179206UNIT 99/99/9999263,770$2.76M0.4%–