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Livermore
Livermore
ZHEN

Merewether Investment Management, LP

SEC CIK
0001736852
Latest filing
Aug 14, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
34
−2 vs. Q1 2023
Portfolio value
$1.38B
+$247.1M (+21.9%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of Merewether Investment Management, LP in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
TRGPTarga Resources Corp.COM1,369,243$104.2M7.6%+163,109+13.5%AddedHistory
SHELShell plcADR1,515,498$91.5M6.6%+74,909+5.2%AddedHistory
SLBSLB LimitedStock1,802,256$88.5M6.4%+296,475+19.7%AddedHistory
VSTVistra Corp.Stock3,138,177$82.4M6.0%+1,569,082+100.0%AddedHistory
CVECenovus Energy Inc.COM3,970,248$67.4M4.9%+776,933+24.3%AddedHistory
EQTEQT CorpStock1,605,066$66.0M4.8%+1,605,066NewHistory
WFRDWeatherford International plcORD SHS945,975$62.8M4.6%−146,394−13.4%ReducedHistory
MROMarathon Oil CorpCOM2,692,577$62.0M4.5%−30,159−1.1%ReducedHistory
PXDPioneer Natural Resources CoCOM293,052$60.7M4.4%+293,052NewHistory
CHRDChord Energy CorpCOM NEW391,255$60.2M4.4%+15,587+4.1%AddedHistory
FTITechnipFMC plcCOM3,406,218$56.6M4.1%+277,318+8.9%AddedHistory
APTVAptiv PLCSHS455,100$46.5M3.4%+455,100NewHistory
SOSouthern CoStock630,920$44.3M3.2%+630,920NewHistory
FLEXFlex Ltd.Stock1,475,360$40.8M3.0%+1,036,760+236.4%AddedHistory
PRPermian Resources CorpCLASS A COM3,550,578$38.9M2.8%+2,228,538+168.6%AddedHistory
COPConocoPhillipsStock366,773$38.0M2.8%−227,921−38.3%ReducedHistory
MPCMarathon Petroleum CorpStock304,085$35.5M2.6%−110,270−26.6%ReducedHistory
NOVASunnova Energy International Inc.COM1,803,956$33.0M2.4%−37,439−2.0%ReducedHistory
MTZMastec IncCOM269,153$31.8M2.3%−54,947−17.0%ReducedHistory
NXTNextpower Inc.Stock748,200$29.8M2.2%+748,200NewHistory
IMOImperial Oil LtdCOM NEW524,465$26.9M2.0%+229,765+78.0%AddedHistory
NENoble Corp plcORD SHS A623,305$25.7M1.9%+250,405+67.2%AddedHistory
SHLSShoals Technologies Group, Inc.CL A1,004,263$25.7M1.9%+240,563+31.5%AddedHistory
FANGDiamondback Energy, Inc.Stock189,161$24.8M1.8%+189,161NewHistory
NEENextera Energy IncStock314,712$23.4M1.7%−433,427−57.9%ReducedHistory
OVVOvintiv Inc.COM534,800$20.4M1.5%+534,800NewHistory
Enerplus Corp292766102COM1,217,667$17.6M1.3%+1,217,667New–
FSLRFirst Solar, Inc.Stock85,798$16.3M1.2%+85,798NewHistory
RIORio Tinto PLCADR250,000$16.0M1.2%+250,000NewHistory
WCCWesco International IncCOM81,700$14.6M1.1%+81,700NewHistory
ALBAlbemarle CorpStock30,826$6.88M0.5%+1,876+6.5%AddedHistory
XOMExxonMobil Holdings CorpCOM56,562$6.07M0.4%+5,843+11.5%AddedHistory
DOWDow Inc.Stock107,377$5.72M0.4%+7,377+7.4%AddedHistory
MEOHMethanex CorpCOM130,898$5.42M0.4%+5,898+4.7%AddedHistory

Sold out since Q1 2023 (13)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Merewether Investment Management, LP sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
CNQCanadian Natural Resources LtdCOM831,461$46.0M4.1%History
DENDenbury IncCOM352,836$30.9M2.7%History
SEDGSolaredge Technologies, Inc.COM94,138$28.6M2.5%History
DINOHF Sinclair CorpCOM541,590$26.2M2.3%History
ARRYArray Technologies, Inc.COM SHS1,067,000$23.3M2.1%History
EXEExpand Energy CorpCOM234,705$17.8M1.6%History
CSIQCanadian Solar Inc.COM431,773$17.2M1.5%History
ARAntero Resources CorpCOM687,973$15.9M1.4%History
RRCRange Resources CorpCOM391,300$10.4M0.9%History
BGBunge Global SACOM107,374$10.3M0.9%History
ETEnergy Transfer LPCOM UT LTD PTN664,197$8.28M0.7%History
GTLSChart Industries IncCOM46,400$5.82M0.5%History
LNGCheniere Energy, Inc.COM NEW4,000$630.4K0.1%History