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Livermore
Livermore
ZHEN

Merewether Investment Management, LP

SEC CIK
0001736852
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 16, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
33
−1 vs. Q1 2022
Portfolio value
$771.5M
−$212.8M (−21.6%) vs. Q1 2022
Filed
Aug 16, 2022
SEC
Holdings of Merewether Investment Management, LP in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
CWENClearway Energy, Inc.CL C6,650$232.0K<0.1%−10,650−61.6%ReducedHistory
GNRCGenerac Holdings Inc.Stock1,588$334.0K<0.1%−53,375−97.1%ReducedHistory
PWRQuanta Services, Inc.COM7,117$892.0K0.1%+2,000+39.1%AddedHistory
TELTE Connectivity plcREG SHS9,280$1.05M0.1%+5,000+116.8%AddedHistory
STEMStem, Inc.CL A286,500$2.05M0.3%−7,500−2.6%ReducedHistory
MPLXMPLX LPCOM UNIT REP LTD84,129$2.45M0.3%00.0%UnchangedHistory
VNOMViper Energy, Inc.COM UNT RP INT200,000$5.34M0.7%+200,000NewHistory
DKDelek US Holdings, Inc.COM250,000$6.46M0.8%+250,000NewHistory
FLNCFluence Energy, Inc.COM CL A753,913$7.15M0.9%−70,787−8.6%ReducedHistory
NFENew Fortress Energy Inc.COM CL A200,242$7.92M1.0%−10,758−5.1%ReducedHistory
KOSKosmos Energy Ltd.COM1,333,664$8.26M1.1%+40,323+3.1%AddedHistory
PLLPiedmont Lithium Inc.Stock287,047$10.5M1.4%−62,373−17.9%ReducedHistory
OLNOLIN CorpStock353,486$16.4M2.1%−396,514−52.9%ReducedHistory
LBRTLiberty Energy Inc.COM CL A1,283,693$16.4M2.1%+1,283,693NewHistory
NOVASunnova Energy International Inc.COM908,055$16.7M2.2%+447,103+97.0%AddedHistory
LNGCheniere Energy, Inc.COM NEW129,804$17.3M2.2%+32,704+33.7%AddedHistory
PSXPhillips 66Stock231,533$19.0M2.5%−662,217−74.1%ReducedHistory
EXEExpand Energy CorpCOM237,700$19.3M2.5%+237,700NewHistory
VSTVistra Corp.Stock1,060,000$24.2M3.1%+1,060,000NewHistory
TRGPTarga Resources Corp.COM428,232$25.6M3.3%−361,233−45.8%ReducedHistory
OVVOvintiv Inc.COM609,377$26.9M3.5%−860,495−58.5%ReducedHistory
LFGArchaea Energy Inc.COM CL A1,757,867$27.3M3.5%−419,235−19.3%ReducedHistory
SHELShell plcADR544,462$28.5M3.7%−546,742−50.1%ReducedHistory
SLBSLB LimitedStock796,692$28.5M3.7%+796,692NewHistory
NEENextera Energy IncStock474,867$36.8M4.8%+350,270+281.1%AddedHistory
TSTenaris SASPONSORED ADS1,455,100$37.4M4.8%+103,600+7.7%AddedHistory
ARAntero Resources CorpCOM1,297,414$39.8M5.2%−689,779−34.7%ReducedHistory
MROMarathon Oil CorpCOM2,089,931$47.0M6.1%−797,112−27.6%ReducedHistory
HALHalliburton CoStock1,754,878$55.0M7.1%−269,413−13.3%ReducedHistory
FANGDiamondback Energy, Inc.Stock456,105$55.3M7.2%+456,105NewHistory
SUSuncor Energy IncStock1,627,354$57.1M7.4%+1,627,354NewHistory
COPConocoPhillipsStock638,320$57.3M7.4%+40,472+6.8%AddedHistory
XOMExxonMobil Holdings CorpCOM786,170$67.3M8.7%−40,984−5.0%ReducedHistory

Sold out since Q1 2022 (9)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Merewether Investment Management, LP sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
CVECenovus Energy Inc.COM2,233,250$37.3M3.8%History
VTLEVital Energy, Inc.COM383,713$30.4M3.1%History
ALBAlbemarle CorpStock122,765$27.1M2.8%History
CENXCentury Aluminum CoCOM665,700$17.5M1.8%History
DARDarling Ingredients Inc.COM73,682$5.92M0.6%History
CLFCleveland-Cliffs Inc.COM150,000$4.83M0.5%History
AMTXAemetis, IncCOM NEW317,565$4.02M0.4%History
Rice Acquisition Corp IIG75529118UNIT 99/99/9999176,104$1.76M0.2%–
AAAlcoa CorpStock3,207$289.0K<0.1%History