Merewether Investment Management, LP
- SEC CIK
- 0001736852
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 36
- +5 vs. Q4 2022
- Portfolio value
- $1.13B
- +$105.5M (+10.3%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TRGPTarga Resources Corp. | COM | 1,206,134 | $88.0M | 7.8% | +239,723+24.8% | Added | History |
| SHELShell plc | ADR | 1,440,589 | $82.9M | 7.3% | +251,873+21.2% | Added | History |
| SLBSLB Limited | Stock | 1,505,781 | $73.9M | 6.5% | +416,573+38.2% | Added | History |
| MROMarathon Oil Corp | COM | 2,722,736 | $65.2M | 5.8% | +775,801+39.8% | Added | History |
| WFRDWeatherford International plc | ORD SHS | 1,092,369 | $64.8M | 5.7% | +287,369+35.7% | Added | History |
| COPConocoPhillips | Stock | 594,694 | $59.0M | 5.2% | +141,459+31.2% | Added | History |
| NEENextera Energy Inc | Stock | 748,139 | $57.7M | 5.1% | +158,800+26.9% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 414,355 | $55.9M | 4.9% | +414,355 | New | History |
| CVECenovus Energy Inc. | COM | 3,193,315 | $55.8M | 4.9% | −798,880−20.0% | Reduced | History |
| CHRDChord Energy Corp | COM NEW | 375,668 | $50.6M | 4.5% | +50,357+15.5% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 831,461 | $46.0M | 4.1% | +352,061+73.4% | Added | History |
| FTITechnipFMC plc | COM | 3,128,900 | $42.7M | 3.8% | +3,128,900 | New | History |
| VSTVistra Corp. | Stock | 1,569,095 | $37.7M | 3.3% | +520,700+49.7% | Added | History |
| DENDenbury Inc | COM | 352,836 | $30.9M | 2.7% | +48,600+16.0% | Added | History |
| MTZMastec Inc | COM | 324,100 | $30.6M | 2.7% | +156,800+93.7% | Added | History |
| NOVASunnova Energy International Inc. | COM | 1,841,395 | $28.8M | 2.5% | +108,575+6.3% | Added | History |
| SEDGSolaredge Technologies, Inc. | COM | 94,138 | $28.6M | 2.5% | −43,600−31.7% | Reduced | History |
| DINOHF Sinclair Corp | COM | 541,590 | $26.2M | 2.3% | +541,590 | New | History |
| ARRYArray Technologies, Inc. | COM SHS | 1,067,000 | $23.3M | 2.1% | +37,584+3.7% | Added | History |
| EXEExpand Energy Corp | COM | 234,705 | $17.8M | 1.6% | +60,000+34.3% | Added | History |
| SHLSShoals Technologies Group, Inc. | CL A | 763,700 | $17.4M | 1.5% | +763,700 | New | History |
| CSIQCanadian Solar Inc. | COM | 431,773 | $17.2M | 1.5% | +431,773 | New | History |
| ARAntero Resources Corp | COM | 687,973 | $15.9M | 1.4% | +336,800+95.9% | Added | History |
| IMOImperial Oil Ltd | COM NEW | 294,700 | $15.0M | 1.3% | +294,700 | New | History |
| NENoble Corp plc | ORD SHS A | 372,900 | $14.7M | 1.3% | +372,900 | New | History |
| PRPermian Resources Corp | CLASS A COM | 1,322,040 | $13.9M | 1.2% | +1,322,040 | New | History |
| RRCRange Resources Corp | COM | 391,300 | $10.4M | 0.9% | +391,300 | New | History |
| BGBunge Global SA | COM | 107,374 | $10.3M | 0.9% | −258,001−70.6% | Reduced | History |
| FLEXFlex Ltd. | Stock | 438,600 | $10.1M | 0.9% | +438,600 | New | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 664,197 | $8.28M | 0.7% | +8,529+1.3% | Added | History |
| ALBAlbemarle Corp | Stock | 28,950 | $6.40M | 0.6% | +28,950 | New | History |
| GTLSChart Industries Inc | COM | 46,400 | $5.82M | 0.5% | +46,400 | New | History |
| MEOHMethanex Corp | COM | 125,000 | $5.82M | 0.5% | +125,000 | New | History |
| XOMExxonMobil Holdings Corp | COM | 50,719 | $5.56M | 0.5% | −610,065−92.3% | Reduced | History |
| DOWDow Inc. | Stock | 100,000 | $5.48M | 0.5% | +100,000 | New | History |
| LNGCheniere Energy, Inc. | COM NEW | 4,000 | $630.4K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (9)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| HALHalliburton Co | Stock | 1,736,317 | $68.3M | 6.7% | History |
| TSTenaris SA | SPONSORED ADS | 992,388 | $34.9M | 3.4% | History |
| SUSuncor Energy Inc | Stock | 842,048 | $26.7M | 2.6% | History |
| DDDuPont de Nemours, Inc. | COM | 259,800 | $17.8M | 1.7% | History |
| DARDarling Ingredients Inc. | COM | 211,300 | $13.2M | 1.3% | History |
| Enerplus Corp292766102 | COM | 678,900 | $12.0M | 1.2% | – |
| AESAES Corp | Stock | 193,254 | $5.56M | 0.5% | History |
| FANGDiamondback Energy, Inc. | Stock | 19,294 | $2.64M | 0.3% | History |
| CWENClearway Energy, Inc. | CL C | 6,650 | $211.9K | <0.1% | History |