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

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%–