Merewether Investment Management, LP
- SEC CIK
- 0001736852
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 31
- −3 vs. Q3 2022
- Portfolio value
- $1.02B
- +$25.9M (+2.6%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVECenovus Energy Inc. | COM | 3,992,195 | $77.5M | 7.6% | +3,992,195 | New | History |
| XOMExxonMobil Holdings Corp | COM | 660,784 | $72.9M | 7.1% | −380,979−36.6% | Reduced | History |
| TRGPTarga Resources Corp. | COM | 966,411 | $71.0M | 6.9% | +67,038+7.5% | Added | History |
| HALHalliburton Co | Stock | 1,736,317 | $68.3M | 6.7% | +128,334+8.0% | Added | History |
| SHELShell plc | ADR | 1,188,716 | $67.7M | 6.6% | +439,398+58.6% | Added | History |
| SLBSLB Limited | Stock | 1,089,208 | $58.2M | 5.7% | +769,477+240.7% | Added | History |
| COPConocoPhillips | Stock | 453,235 | $53.5M | 5.2% | −238,430−34.5% | Reduced | History |
| MROMarathon Oil Corp | COM | 1,946,935 | $52.7M | 5.1% | −41,266−2.1% | Reduced | History |
| NEENextera Energy Inc | Stock | 589,339 | $49.3M | 4.8% | +75,000+14.6% | Added | History |
| CHRDChord Energy Corp | COM NEW | 325,311 | $44.5M | 4.3% | +72,006+28.4% | Added | History |
| WFRDWeatherford International plc | ORD SHS | 805,000 | $41.0M | 4.0% | +805,000 | New | History |
| SEDGSolaredge Technologies, Inc. | COM | 137,738 | $39.0M | 3.8% | +137,738 | New | History |
| BGBunge Global SA | COM | 365,375 | $36.5M | 3.6% | +365,375 | New | History |
| TSTenaris SA | SPONSORED ADS | 992,388 | $34.9M | 3.4% | −168,314−14.5% | Reduced | History |
| NOVASunnova Energy International Inc. | COM | 1,732,820 | $31.2M | 3.0% | +218,500+14.4% | Added | History |
| SUSuncor Energy Inc | Stock | 842,048 | $26.7M | 2.6% | −762,608−47.5% | Reduced | History |
| CNQCanadian Natural Resources Ltd | COM | 479,400 | $26.6M | 2.6% | −776,912−61.8% | Reduced | History |
| DENDenbury Inc | COM | 304,236 | $26.5M | 2.6% | 00.0% | Unchanged | History |
| VSTVistra Corp. | Stock | 1,048,395 | $24.3M | 2.4% | −100,000−8.7% | Reduced | History |
| ARRYArray Technologies, Inc. | COM SHS | 1,029,416 | $19.9M | 1.9% | −383,620−27.1% | Reduced | History |
| DDDuPont de Nemours, Inc. | COM | 259,800 | $17.8M | 1.7% | +259,800 | New | History |
| EXEExpand Energy Corp | COM | 174,705 | $16.5M | 1.6% | −182,000−51.0% | Reduced | History |
| MTZMastec Inc | COM | 167,300 | $14.3M | 1.4% | +167,300 | New | History |
| DARDarling Ingredients Inc. | COM | 211,300 | $13.2M | 1.3% | +48,952+30.2% | Added | History |
| Enerplus Corp292766102 | COM | 678,900 | $12.0M | 1.2% | +678,900 | New | – |
| ARAntero Resources Corp | COM | 351,173 | $10.9M | 1.1% | −603,289−63.2% | Reduced | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 655,668 | $7.78M | 0.8% | −4,371,776−87.0% | Reduced | History |
| AESAES Corp | Stock | 193,254 | $5.56M | 0.5% | −225,000−53.8% | Reduced | History |
| FANGDiamondback Energy, Inc. | Stock | 19,294 | $2.64M | 0.3% | −596,379−96.9% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 4,000 | $599.8K | 0.1% | +1,500+60.0% | Added | History |
| CWENClearway Energy, Inc. | CL C | 6,650 | $211.9K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2022 (10)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| MPCMarathon Petroleum Corp | Stock | 754,355 | $74.9M | 7.5% | History |
| LFGArchaea Energy Inc. | COM CL A | 1,923,958 | $34.6M | 3.5% | History |
| VETVermilion Energy Inc. | COM | 794,218 | $17.0M | 1.7% | History |
| HPHelmerich & Payne, Inc. | COM | 431,461 | $16.0M | 1.6% | History |
| OVVOvintiv Inc. | COM | 217,303 | $10.0M | 1.0% | History |
| LBRTLiberty Energy Inc. | COM CL A | 714,182 | $9.06M | 0.9% | History |
| OLNOLIN Corp | Stock | 81,985 | $3.52M | 0.4% | History |
| PWRQuanta Services, Inc. | COM | 3,117 | $397.0K | <0.1% | History |
| FLNCFluence Energy, Inc. | COM CL A | 19,697 | $287.0K | <0.1% | History |
| TELTE Connectivity plc | REG SHS | 2,280 | $252.0K | <0.1% | History |