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Livermore
Livermore
ZHEN

Merewether Investment Management, LP

SEC CIK
0001736852
Latest filing
Aug 14, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
39
+7 vs. Q3 2021
Portfolio value
$934.0M
+$232.9M (+33.2%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Merewether Investment Management, LP in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
OVVOvintiv Inc.COM2,091,172$70.5M7.5%+356,211+20.5%AddedHistory
COPConocoPhillipsStock913,268$65.9M7.1%+133,099+17.1%AddedHistory
SLBSLB LimitedStock2,019,434$60.5M6.5%+264,451+15.1%AddedHistory
TRGPTarga Resources Corp.COM1,083,365$56.6M6.1%+311,705+40.4%AddedHistory
AESAES CorpStock2,182,699$53.0M5.7%+108,089+5.2%AddedHistory
PSXPhillips 66Stock723,750$52.4M5.6%+723,750NewHistory
MROMarathon Oil CorpCOM3,007,764$49.4M5.3%+407,764+15.7%AddedHistory
SUSuncor Energy IncStock1,715,000$42.9M4.6%+1,715,000NewHistory
CVECenovus Energy Inc.COM3,033,250$37.2M4.0%+350,000+13.0%AddedHistory
LNGCheniere Energy, Inc.COM NEW330,000$33.5M3.6%+330,000NewHistory
XOMExxonMobil Holdings CorpCOM541,054$33.1M3.5%+182,042+50.7%AddedHistory
FLNCFluence Energy, Inc.COM CL A845,000$30.0M3.2%+845,000NewHistory
GNRCGenerac Holdings Inc.Stock82,432$29.0M3.1%+80,497+4,160.1%AddedHistory
LFGArchaea Energy Inc.COM CL A1,575,902$28.8M3.1%+6,000+0.4%AddedHistory
OLNOLIN CorpStock500,000$28.8M3.1%+500,000NewHistory
EOGEOG Resources IncStock315,000$28.0M3.0%+315,000NewHistory
Royal Dutch Shell PLC780259206SPONS ADR A641,304$27.8M3.0%−71,061−10.0%Reduced–
DARDarling Ingredients Inc.COM358,682$24.9M2.7%−98,365−21.5%ReducedHistory
VLOValero Energy CorpStock321,397$24.1M2.6%00.0%UnchangedHistory
ALBAlbemarle CorpStock96,290$22.5M2.4%00.0%UnchangedHistory
APTVAptiv PLCSHS124,685$20.6M2.2%+81,500+188.7%AddedHistory
NOVASunnova Energy International Inc.COM561,352$15.7M1.7%−192,500−25.5%ReducedHistory
PLLPiedmont Lithium Inc.Stock297,120$15.6M1.7%+297,120NewHistory
ARAntero Resources CorpCOM889,115$15.6M1.7%−716,692−44.6%ReducedHistory
CRCCalifornia Resources CorpCOM STOCK324,296$13.9M1.5%−125,704−27.9%ReducedHistory
KOSKosmos Energy Ltd.COM3,750,000$13.0M1.4%+3,750,000NewHistory
WYWeyerhaeuser CoCOM NEW185,000$7.62M0.8%+185,000NewHistory
AAAlcoa CorpStock105,500$6.29M0.7%+105,500NewHistory
DENDenbury IncCOM82,018$6.28M0.7%−203,161−71.2%ReducedHistory
AMTXAemetis, IncCOM NEW392,465$4.83M0.5%00.0%UnchangedHistory
OXYOccidental Petroleum CorpStock130,000$3.77M0.4%+130,000NewHistory
MPLXMPLX LPCOM UNIT REP LTD84,129$2.49M0.3%+34,129+68.3%AddedHistory
BKRBaker Hughes CoCL A100,000$2.41M0.3%+100,000NewHistory
LICYLi-Cycle Holdings Corp.COMMON SHARES230,000$2.29M0.2%+230,000NewHistory
Rice Acquisition Corp IIG75529118UNIT 99/99/9999176,104$1.85M0.2%00.0%Unchanged–
TELTE Connectivity plcREG SHS6,100$984.0K0.1%+850+16.2%AddedHistory
NXPINXP Semiconductors N.V.COM3,190$727.0K0.1%+3,190NewHistory
CWENClearway Energy, Inc.CL C17,300$623.0K0.1%−8,000−31.6%ReducedHistory
PWRQuanta Services, Inc.COM5,117$587.0K0.1%00.0%UnchangedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Merewether Investment Management, LP in Q4 2021
SecurityClassPutsCalls
ARAntero Resources CorpCOM$8.75M–

Sold out since Q3 2021 (7)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Merewether Investment Management, LP sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
PXDPioneer Natural Resources CoCOM256,300$42.7M6.1%History
DVNDevon Energy CorpStock1,044,057$37.1M5.3%History
EQNREquinor ASASPONSORED ADR785,000$20.0M2.9%History
RUNSunrun Inc.COM194,627$8.56M1.2%History
CHXChampionX CorpCOM258,967$5.79M0.8%History
EVGOEVgo Inc.CL A COM503,555$4.10M0.6%History
GTLSChart Industries IncCOM3,229$617.0K0.1%History