Merewether Investment Management, LP
- SEC CIK
- 0001736852
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 63
- +9 vs. Q1 2025
- Portfolio value
- $3.47B
- +$718.7M (+26.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MPLXMPLX LP | COM UNIT REP LTD | 329,802 | $71.1K | <0.1% | +329,802 | New | History |
| ALVAutoliv Inc | COM | 6,400 | $716.2K | <0.1% | 00.0% | Unchanged | History |
| DARDarling Ingredients Inc. | COM | 20,614 | $782.1K | <0.1% | −1,386−6.3% | Reduced | History |
| ARAntero Resources Corp | COM | 81,900 | $3.30M | 0.1% | −1,841,639−95.7% | Reduced | History |
| FROFrontline plc | COM | 319,700 | $5.25M | 0.2% | +319,700 | New | History |
| EQXEquinox Gold Corp. | COM | 996,200 | $5.73M | 0.2% | +996,200 | New | History |
| PRIMPrimoris Services Corp | Stock | 104,131 | $8.12M | 0.2% | +104,131 | New | History |
| NXTNextpower Inc. | Stock | 155,715 | $8.47M | 0.2% | +155,715 | New | History |
| SOCSable Offshore Corp. | COM SHS | 400,000 | $8.79M | 0.3% | +400,000 | New | History |
| SLBSLB Limited | Stock | 353,200 | $11.9M | 0.3% | +353,200 | New | History |
| CCJCameco Corp | Stock | 170,554 | $12.7M | 0.4% | +8,234+5.1% | Added | History |
| CTRACoterra Energy Inc. | Stock | 608,400 | $15.4M | 0.4% | +608,400 | New | History |
| HCCWarrior Met Coal, Inc. | COM | 344,155 | $15.8M | 0.5% | −171,457−33.3% | Reduced | History |
| FTITechnipFMC plc | COM | 487,338 | $16.8M | 0.5% | −900,181−64.9% | Reduced | History |
| BKRBaker Hughes Co | CL A | 471,146 | $18.1M | 0.5% | −205,784−30.4% | Reduced | History |
| TSTenaris SA | SPONSORED ADS | 533,515 | $20.0M | 0.6% | −760,218−58.8% | Reduced | History |
| BBarrick Mining Corp | Stock | 962,500 | $20.0M | 0.6% | +962,500 | New | History |
| IRENIREN Ltd | ORDINARY SHARES | 1,443,000 | $21.0M | 0.6% | +1,443,000 | New | History |
| BKVBKV Corp | COM | 876,517 | $21.1M | 0.6% | +31,659+3.7% | Added | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 1,315,612 | $23.9M | 0.7% | −1,110,600−45.8% | Reduced | History |
| RIOTRiot Platforms, Inc. | COM | 2,359,300 | $26.7M | 0.8% | +2,359,300 | New | History |
| KGCKinross Gold Corp | COM | 1,717,548 | $26.8M | 0.8% | −424,928−19.8% | Reduced | History |
| ESIElement Solutions Inc | COM | 1,237,554 | $28.0M | 0.8% | +1,237,554 | New | History |
| FSLRFirst Solar, Inc. | Stock | 198,600 | $32.9M | 0.9% | +147,244+286.7% | Added | History |
| HESHess Corp | Stock | 240,085 | $33.3M | 1.0% | −63,515−20.9% | Reduced | History |
| VNOMViper Energy, Inc. | COM | 890,982 | $34.0M | 1.0% | +890,982 | New | History |
| OGEOGE Energy Corp. | COM | 783,825 | $34.8M | 1.0% | −130,966−14.3% | Reduced | History |
| MPCMarathon Petroleum Corp | Stock | 214,000 | $35.5M | 1.0% | +214,000 | New | History |
| IAGIamgold Corp | COM | 5,018,690 | $36.9M | 1.1% | +651,790+14.9% | Added | History |
| FIXComfort Systems USA Inc | COM | 69,395 | $37.2M | 1.1% | +69,395 | New | History |
| DTMDT Midstream, Inc. | COMMON STOCK | 342,200 | $37.6M | 1.1% | +304,600+810.1% | Added | History |
| GNRCGenerac Holdings Inc. | Stock | 265,899 | $38.1M | 1.1% | +265,899 | New | History |
| ITRIItron, Inc. | COM | 300,787 | $39.6M | 1.1% | +282,587+1,552.7% | Added | History |
| FCXFreeport-McMoran Inc | Stock | 918,156 | $39.8M | 1.1% | −118,344−11.4% | Reduced | History |
| KGSKodiak Gas Services, Inc. | COM | 1,185,125 | $40.6M | 1.2% | −40,439−3.3% | Reduced | History |
| FLSFlowserve Corp | COM | 889,300 | $46.6M | 1.3% | +889,300 | New | History |
| CNPCenterpoint Energy Inc | COM | 1,343,863 | $49.4M | 1.4% | +52,263+4.0% | Added | History |
| ATOAtmos Energy Corp | COM | 348,536 | $53.7M | 1.5% | +13,842+4.1% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 1,816,463 | $57.0M | 1.6% | −77,945−4.1% | Reduced | History |
| FANGDiamondback Energy, Inc. | Stock | 423,650 | $58.2M | 1.7% | +222,977+111.1% | Added | History |
| XELXcel Energy Inc | Stock | 945,110 | $64.4M | 1.9% | +945,110 | New | History |
| GEVGE Vernova Inc. | Stock | 122,356 | $64.7M | 1.9% | −81,586−40.0% | Reduced | History |
| PNWPinnacle West Capital Corp | COM | 734,180 | $65.7M | 1.9% | +27,910+4.0% | Added | History |
| HUBBHubbell Inc | COM | 166,900 | $68.2M | 2.0% | +166,900 | New | History |
| VLOValero Energy Corp | Stock | 531,431 | $71.4M | 2.1% | +169,963+47.0% | Added | History |
| MOSMosaic Co | COM | 1,984,100 | $72.4M | 2.1% | +1,984,100 | New | History |
| PRPermian Resources Corp | CLASS A COM | 5,404,237 | $73.6M | 2.1% | −457,114−7.8% | Reduced | History |
| EXEExpand Energy Corp | COM | 641,875 | $75.1M | 2.2% | −22,807−3.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 700,393 | $75.5M | 2.2% | −227,374−24.5% | Reduced | History |
| NVTnVent Electric plc | SHS | 1,067,874 | $78.2M | 2.3% | +1,067,874 | New | History |
| TLNTalen Energy Corp | COM | 273,159 | $79.4M | 2.3% | +131,526+92.9% | Added | History |
| OVVOvintiv Inc. | COM | 2,146,196 | $81.7M | 2.4% | +315,331+17.2% | Added | History |
| CVECenovus Energy Inc. | COM | 6,090,722 | $82.8M | 2.4% | +2,409,096+65.4% | Added | History |
| MTZMastec Inc | COM | 542,740 | $92.5M | 2.7% | −218,276−28.7% | Reduced | History |
| ETREntergy Corp | COM | 1,224,300 | $101.8M | 2.9% | +40,136+3.4% | Added | History |
| SUSuncor Energy Inc | Stock | 3,127,704 | $117.2M | 3.4% | −311,711−9.1% | Reduced | History |
| NINisource Inc. | COM | 3,006,194 | $121.3M | 3.5% | +1,069,363+55.2% | Added | History |
| SRESempra | Stock | 1,676,932 | $127.1M | 3.7% | +1,279,431+321.9% | Added | History |
| KMIKinder Morgan, Inc. | Stock | 4,710,100 | $138.5M | 4.0% | +4,710,100 | New | History |
| SHELShell plc | ADR | 2,446,621 | $172.3M | 5.0% | +64,815+2.7% | Added | History |
| TRGPTarga Resources Corp. | COM | 992,582 | $172.8M | 5.0% | +343,319+52.9% | Added | History |
| EQTEQT Corp | Stock | 3,363,286 | $196.1M | 5.6% | +1,680,029+99.8% | Added | History |
| VSTVistra Corp. | Stock | 1,315,536 | $255.0M | 7.3% | −75,348−5.4% | Reduced | History |
Sold out since Q1 2025 (13)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| TRPTC Energy Corp | COM | 1,624,808 | $76.7M | 2.8% | History |
| PPLPPL Corp | COM | 1,968,812 | $71.1M | 2.6% | History |
| NEMNEWMONT Corp | Stock | 1,050,477 | $50.7M | 1.8% | History |
| COPConocoPhillips | Stock | 435,159 | $45.7M | 1.7% | History |
| TXNMTXNM Energy Inc | COM | 746,700 | $39.9M | 1.5% | History |
| NUENucor Corp | COM | 265,694 | $32.0M | 1.2% | History |
| KNTKKinetik Holdings Inc. | COM NEW CL A | 566,200 | $29.4M | 1.1% | History |
| LBRTLiberty Energy Inc. | COM CL A | 1,847,214 | $29.2M | 1.1% | History |
| EVRGEvergy, Inc. | Stock | 376,700 | $26.0M | 0.9% | History |
| FLEXFlex Ltd. | Stock | 456,036 | $15.1M | 0.5% | History |
| RSReliance, Inc. | COM | 38,599 | $11.1M | 0.4% | History |
| WFRDWeatherford International plc | ORD SHS | 97,554 | $5.22M | 0.2% | History |
| DINOHF Sinclair Corp | COM | 152,214 | $5.00M | 0.2% | History |