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Livermore
Livermore
ZHEN

Merewether Investment Management, LP

SEC CIK
0001736852
Latest filing
Aug 14, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed Aug 16, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
34
−5 vs. Q4 2021
Portfolio value
$984.3M
+$50.3M (+5.4%) vs. Q4 2021
Filed
Aug 16, 2022
AmendedSECSEC
Holdings of Merewether Investment Management, LP in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
OVVOvintiv Inc.COM1,469,872$79.5M8.1%−621,300−29.7%ReducedHistory
PSXPhillips 66Stock893,750$77.2M7.8%+170,000+23.5%AddedHistory
HALHalliburton CoStock2,024,291$76.7M7.8%+2,024,291NewHistory
MROMarathon Oil CorpCOM2,887,043$72.5M7.4%−120,721−4.0%ReducedHistory
XOMExxonMobil Holdings CorpCOM827,154$68.3M6.9%+286,100+52.9%AddedHistory
ARAntero Resources CorpCOM1,987,193$60.7M6.2%+1,098,078+123.5%AddedHistory
SHELShell plcADR1,091,204$59.9M6.1%+1,091,204NewHistory
COPConocoPhillipsStock597,848$59.8M6.1%−315,420−34.5%ReducedHistory
TRGPTarga Resources Corp.COM789,465$59.6M6.1%−293,900−27.1%ReducedHistory
LFGArchaea Energy Inc.COM CL A2,177,102$47.7M4.9%+601,200+38.1%AddedHistory
TSTenaris SASPONSORED ADS1,351,500$40.6M4.1%+1,351,500NewHistory
OLNOLIN CorpStock750,000$39.2M4.0%+250,000+50.0%AddedHistory
CVECenovus Energy Inc.COM2,233,250$37.3M3.8%−800,000−26.4%ReducedHistory
VTLEVital Energy, Inc.COM383,713$30.4M3.1%+383,713NewHistory
ALBAlbemarle CorpStock122,765$27.1M2.8%+26,475+27.5%AddedHistory
PLLPiedmont Lithium Inc.Stock349,420$25.5M2.6%+52,300+17.6%AddedHistory
CENXCentury Aluminum CoCOM665,700$17.5M1.8%+665,700NewHistory
GNRCGenerac Holdings Inc.Stock54,963$16.3M1.7%−27,469−33.3%ReducedHistory
LNGCheniere Energy, Inc.COM NEW97,100$13.5M1.4%−232,900−70.6%ReducedHistory
FLNCFluence Energy, Inc.COM CL A824,700$10.8M1.1%−20,300−2.4%ReducedHistory
NOVASunnova Energy International Inc.COM460,952$10.6M1.1%−100,400−17.9%ReducedHistory
NEENextera Energy IncStock124,597$10.6M1.1%+124,597NewHistory
KOSKosmos Energy Ltd.COM1,293,341$9.30M0.9%−2,456,659−65.5%ReducedHistory
NFENew Fortress Energy Inc.COM CL A211,000$8.99M0.9%+211,000NewHistory
DARDarling Ingredients Inc.COM73,682$5.92M0.6%−285,000−79.5%ReducedHistory
CLFCleveland-Cliffs Inc.COM150,000$4.83M0.5%+150,000NewHistory
AMTXAemetis, IncCOM NEW317,565$4.02M0.4%−74,900−19.1%ReducedHistory
STEMStem, Inc.CL A294,000$3.24M0.3%+294,000NewHistory
MPLXMPLX LPCOM UNIT REP LTD84,129$2.79M0.3%00.0%UnchangedHistory
Rice Acquisition Corp IIG75529118UNIT 99/99/9999176,104$1.76M0.2%00.0%Unchanged–
PWRQuanta Services, Inc.COM5,117$673.0K0.1%00.0%UnchangedHistory
CWENClearway Energy, Inc.CL C17,300$632.0K0.1%00.0%UnchangedHistory
TELTE Connectivity plcREG SHS4,280$561.0K0.1%−1,820−29.8%ReducedHistory
AAAlcoa CorpStock3,207$289.0K<0.1%−102,293−97.0%ReducedHistory

Sold out since Q4 2021 (14)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Merewether Investment Management, LP sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
SLBSLB LimitedStock2,019,434$60.5M6.5%History
AESAES CorpStock2,182,699$53.0M5.7%History
SUSuncor Energy IncStock1,715,000$42.9M4.6%History
EOGEOG Resources IncStock315,000$28.0M3.0%History
Royal Dutch Shell PLC780259206SPONS ADR A641,304$27.8M3.0%–
VLOValero Energy CorpStock321,397$24.1M2.6%History
APTVAptiv PLCSHS124,685$20.6M2.2%History
CRCCalifornia Resources CorpCOM STOCK324,296$13.9M1.5%History
WYWeyerhaeuser CoCOM NEW185,000$7.62M0.8%History
DENDenbury IncCOM82,018$6.28M0.7%History
OXYOccidental Petroleum CorpStock130,000$3.77M0.4%History
BKRBaker Hughes CoCL A100,000$2.41M0.3%History
LICYLi-Cycle Holdings Corp.COMMON SHARES230,000$2.29M0.2%History
NXPINXP Semiconductors N.V.COM3,190$727.0K0.1%History