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Livermore
Livermore
ZHEN

Merewether Investment Management, LP

SEC CIK
0001736852
Latest filing
Aug 14, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
40
+6 vs. Q2 2023
Portfolio value
$1.65B
+$277.1M (+20.1%) vs. Q2 2023
Filed
Nov 14, 2023
SEC
Holdings of Merewether Investment Management, LP in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
TRGPTarga Resources Corp.COM1,369,243$117.4M7.1%00.0%UnchangedHistory
CVECenovus Energy Inc.COM5,284,548$110.0M6.7%+1,314,300+33.1%AddedHistory
XOMExxonMobil Holdings CorpCOM913,562$107.4M6.5%+857,000+1,515.2%AddedHistory
VSTVistra Corp.Stock3,213,077$106.6M6.4%+74,900+2.4%AddedHistory
PXDPioneer Natural Resources CoCOM371,852$85.4M5.2%+78,800+26.9%AddedHistory
PSXPhillips 66Stock612,700$73.6M4.5%+612,700NewHistory
CHRDChord Energy CorpCOM NEW403,800$65.4M4.0%+12,545+3.2%AddedHistory
EQTEQT CorpStock1,606,047$65.2M3.9%+981+0.1%AddedHistory
FANGDiamondback Energy, Inc.Stock394,161$61.0M3.7%+205,000+108.4%AddedHistory
FLEXFlex Ltd.Stock2,152,160$58.1M3.5%+676,800+45.9%AddedHistory
WFRDWeatherford International plcORD SHS604,575$54.6M3.3%−341,400−36.1%ReducedHistory
DINOHF Sinclair CorpCOM926,100$52.7M3.2%+926,100NewHistory
FTITechnipFMC plcCOM2,550,018$51.9M3.1%−856,200−25.1%ReducedHistory
SOSouthern CoStock790,220$51.1M3.1%+159,300+25.2%AddedHistory
FEFirstenergy CorpCOM1,370,800$46.9M2.8%+1,370,800NewHistory
OVVOvintiv Inc.COM981,500$46.7M2.8%+446,700+83.5%AddedHistory
MROMarathon Oil CorpCOM1,721,277$46.0M2.8%−971,300−36.1%ReducedHistory
FSLRFirst Solar, Inc.Stock273,498$44.2M2.7%+187,700+218.8%AddedHistory
BPBP PLCADR1,048,400$40.6M2.5%+1,048,400NewHistory
BKRBaker Hughes CoCL A1,078,200$38.1M2.3%+1,078,200NewHistory
XPROExpro LtdCOM1,617,300$37.6M2.3%+1,617,300NewHistory
PRPermian Resources CorpCLASS A COM2,599,478$36.3M2.2%−951,100−26.8%ReducedHistory
TSTenaris SASPONSORED ADS1,112,100$35.1M2.1%+1,112,100NewHistory
SHLSShoals Technologies Group, Inc.CL A1,384,971$25.3M1.5%+380,708+37.9%AddedHistory
Enerplus Corp292766102COM1,177,567$20.8M1.3%−40,100−3.3%Reduced–
NXTNextpower Inc.Stock504,297$20.3M1.2%−243,903−32.6%ReducedHistory
WCCWesco International IncCOM131,200$18.9M1.1%+49,500+60.6%AddedHistory
PPGPPG Industries IncStock139,300$18.1M1.1%+139,300NewHistory
ALVAutoliv IncCOM167,000$16.1M1.0%+167,000NewHistory
LTHMLivent Corp.COM795,400$14.6M0.9%+795,400NewHistory
RIORio Tinto PLCADR218,500$13.9M0.8%−31,500−12.6%ReducedHistory
APTVAptiv PLCSHS136,200$13.4M0.8%−318,900−70.1%ReducedHistory
STNGScorpio Tankers Inc.SHS243,500$13.2M0.8%+243,500NewHistory
ARRYArray Technologies, Inc.COM SHS475,700$10.6M0.6%+475,700NewHistory
TELTE Connectivity plcREG SHS83,430$10.3M0.6%+83,430NewHistory
NVTnVent Electric plcSHS167,200$8.86M0.5%+167,200NewHistory
ARAntero Resources CorpCOM329,500$8.36M0.5%+329,500NewHistory
NUENucor CorpCOM44,900$7.02M0.4%+44,900NewHistory
MTZMastec IncCOM22,653$1.63M0.1%−246,500−91.6%ReducedHistory
NOVASunnova Energy International Inc.COM22,598$236.6K<0.1%−1,781,358−98.7%ReducedHistory

Sold out since Q2 2023 (10)

Positions held at the end of Q2 2023 that are gone from this filing.

Positions of Merewether Investment Management, LP sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
SHELShell plcADR1,515,498$91.5M6.6%History
SLBSLB LimitedStock1,802,256$88.5M6.4%History
COPConocoPhillipsStock366,773$38.0M2.8%History
MPCMarathon Petroleum CorpStock304,085$35.5M2.6%History
IMOImperial Oil LtdCOM NEW524,465$26.9M2.0%History
NENoble Corp plcORD SHS A623,305$25.7M1.9%History
NEENextera Energy IncStock314,712$23.4M1.7%History
ALBAlbemarle CorpStock30,826$6.88M0.5%History
DOWDow Inc.Stock107,377$5.72M0.4%History
MEOHMethanex CorpCOM130,898$5.42M0.4%History