Merewether Investment Management, LP
- SEC CIK
- 0001736852
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 79
- +2 vs. Q4 2025
- Portfolio value
- $5.16B
- +$816.8M (+18.8%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CTRACoterra Energy Inc. | Stock | 7,301,691 | $256.6M | 5.0% | +5,228,191+252.1% | Added | History |
| OVVOvintiv Inc. | COM | 4,283,314 | $254.3M | 4.9% | +670,617+18.6% | Added | History |
| DARDarling Ingredients Inc. | COM | 3,324,523 | $205.6M | 4.0% | +2,446,409+278.6% | Added | History |
| SUSuncor Energy Inc | Stock | 3,103,851 | $205.2M | 4.0% | −173,653−5.3% | Reduced | History |
| VSTVistra Corp. | Stock | 1,115,621 | $167.7M | 3.2% | +718,299+180.8% | Added | History |
| BPBP PLC | ADR | 3,541,397 | $166.4M | 3.2% | +533,297+17.7% | Added | History |
| TRGPTarga Resources Corp. | COM | 648,440 | $162.6M | 3.1% | −101,137−13.5% | Reduced | History |
| BGBunge Global SA | COM SHS | 1,118,543 | $142.3M | 2.8% | −14,157−1.2% | Reduced | History |
| SRESempra | Stock | 1,412,788 | $137.3M | 2.7% | −134,344−8.7% | Reduced | History |
| PRPermian Resources Corp | CLASS A COM | 6,148,515 | $131.1M | 2.5% | −114,622−1.8% | Reduced | History |
| LNGCheniere Energy, Inc. | COM NEW | 459,471 | $130.4M | 2.5% | +110,871+31.8% | Added | History |
| NRGNRG Energy, Inc. | Stock | 890,906 | $130.2M | 2.5% | +125,280+16.4% | Added | History |
| CNPCenterpoint Energy Inc | COM | 2,952,405 | $127.4M | 2.5% | +55,405+1.9% | Added | History |
| CVECenovus Energy Inc. | COM | 4,771,600 | $126.6M | 2.5% | +2,695,009+129.8% | Added | History |
| ETREntergy Corp | COM | 1,094,542 | $123.0M | 2.4% | −702,358−39.1% | Reduced | History |
| XELXcel Energy Inc | Stock | 1,531,542 | $121.7M | 2.4% | −636,168−29.3% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 1,668,428 | $121.4M | 2.4% | −672,572−28.7% | Reduced | History |
| DTMDT Midstream, Inc. | COMMON STOCK | 835,006 | $112.5M | 2.2% | −207,594−19.9% | Reduced | History |
| NVTnVent Electric plc | SHS | 950,331 | $112.4M | 2.2% | −385,243−28.8% | Reduced | History |
| HUBBHubbell Inc | COM | 216,337 | $106.2M | 2.1% | +113,417+110.2% | Added | History |
| PRIMPrimoris Services Corp | Stock | 674,839 | $96.5M | 1.9% | −106,861−13.7% | Reduced | History |
| TTETotalEnergies SE | ACT | 949,800 | $86.4M | 1.7% | +949,800 | New | History |
| CNRCore Natural Resources, Inc. | COM SHS | 726,634 | $76.1M | 1.5% | +387,234+114.1% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 310,500 | $75.8M | 1.5% | +310,500 | New | History |
| MTZMastec Inc | COM | 223,061 | $71.8M | 1.4% | −346,079−60.8% | Reduced | History |
| COPConocoPhillips | Stock | 522,192 | $68.9M | 1.3% | +522,192 | New | History |
| EQTEQT Corp | Stock | 1,069,850 | $68.1M | 1.3% | +224,564+26.6% | Added | History |
| DINOHF Sinclair Corp | COM | 1,054,435 | $65.8M | 1.3% | +1,054,435 | New | History |
| VGVenture Global, Inc. | COM CL A | 4,154,300 | $65.5M | 1.3% | +4,154,300 | New | History |
| STSensata Technologies Holding plc | SHS | 1,796,642 | $63.3M | 1.2% | +892,042+98.6% | Added | History |
| FCXFreeport-McMoran Inc | Stock | 998,764 | $58.7M | 1.1% | −910,636−47.7% | Reduced | History |
| FTITechnipFMC plc | COM | 836,283 | $57.8M | 1.1% | −674,845−44.7% | Reduced | History |
| IAGIamgold Corp | COM | 2,953,542 | $55.6M | 1.1% | −382,248−11.5% | Reduced | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 654,687 | $52.7M | 1.0% | +654,687 | New | History |
| FANGDiamondback Energy, Inc. | Stock | 266,065 | $52.6M | 1.0% | −374,185−58.4% | Reduced | History |
| QQnity Electronics, Inc. | COMMON STOCK | 433,284 | $50.0M | 1.0% | −444,764−50.7% | Reduced | History |
| NUENucor Corp | COM | 293,114 | $49.6M | 1.0% | +89,214+43.8% | Added | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 642,451 | $48.9M | 0.9% | +642,451 | New | History |
| EXEExpand Energy Corp | COM | 431,690 | $47.4M | 0.9% | −897,385−67.5% | Reduced | History |
| BKVBKV Corp | COM | 1,646,773 | $47.0M | 0.9% | −29,444−1.8% | Reduced | History |
| RALRalliant Corp | Stock | 1,112,250 | $46.3M | 0.9% | +1,112,250 | New | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 2,889,000 | $44.2M | 0.9% | +2,889,000 | New | History |
| LGNLegence Corp. | CL A | 726,336 | $41.0M | 0.8% | −408,086−36.0% | Reduced | History |
| ARAntero Resources Corp | COM | 951,200 | $40.4M | 0.8% | +223,500+30.7% | Added | History |
| CGAUCenterra Gold Inc. | COM | 2,264,523 | $40.1M | 0.8% | +11,423+0.5% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 233,262 | $39.6M | 0.8% | −468,231−66.7% | Reduced | History |
| CMICummins Inc | Stock | 73,528 | $39.6M | 0.8% | −32,532−30.7% | Reduced | History |
| SDRLSEADRILL Ltd | COM | 867,338 | $39.5M | 0.8% | +867,338 | New | History |
| NENoble Corp plc | ORD SHS A | 779,215 | $38.2M | 0.7% | +779,215 | New | History |
| JHXJames Hardie Industries plc | Stock | 1,957,830 | $37.1M | 0.7% | +1,081,230+123.3% | Added | History |
| FNVFranco Nevada Corp | Stock | 144,000 | $35.6M | 0.7% | +144,000 | New | History |
| CRHCRH Public Ltd Co | ORD | 338,119 | $35.5M | 0.7% | +338,119 | New | History |
| PTENPatterson Uti Energy Inc | COM | 3,003,324 | $32.5M | 0.6% | +3,003,324 | New | History |
| FIXComfort Systems USA Inc | COM | 22,351 | $30.8M | 0.6% | −23,998−51.8% | Reduced | History |
| CENXCentury Aluminum Co | COM | 514,800 | $30.2M | 0.6% | +514,800 | New | History |
| LBRTLiberty Energy Inc. | COM CL A | 1,031,575 | $29.7M | 0.6% | +80,483+8.5% | Added | History |
| ARISAris Mining Corp | COM | 1,396,396 | $25.9M | 0.5% | −298,404−17.6% | Reduced | History |
| WLKWestlake Corp | COM | 219,900 | $25.7M | 0.5% | −168,200−43.3% | Reduced | History |
| CCJCameco Corp | Stock | 233,810 | $25.4M | 0.5% | +144,956+163.1% | Added | History |
| LECOLincoln Electric Holdings Inc | COM | 93,508 | $23.3M | 0.5% | −1,292−1.4% | Reduced | History |
| PARRPar Pacific Holdings, Inc. | COM NEW | 369,465 | $23.1M | 0.4% | −364,935−49.7% | Reduced | History |
| OLNOLIN Corp | Stock | 623,377 | $18.5M | 0.4% | +623,377 | New | History |
| NXTNextpower Inc. | Stock | 133,207 | $16.1M | 0.3% | +44,232+49.7% | Added | History |
| PSXPhillips 66 | Stock | 82,300 | $15.0M | 0.3% | +82,300 | New | History |
| DNNDenison Mines Corp. | COM | 4,208,160 | $14.9M | 0.3% | −1,695,140−28.7% | Reduced | History |
| SLIStandard Lithium Ltd. | COM | 3,972,396 | $13.5M | 0.3% | −64,604−1.6% | Reduced | History |
| ATOAtmos Energy Corp | COM | 71,509 | $13.2M | 0.3% | −166,727−70.0% | Reduced | History |
| BKRBaker Hughes Co | CL A | 173,400 | $10.6M | 0.2% | +173,400 | New | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 516,200 | $9.96M | 0.2% | +516,200 | New | History |
| FLSFlowserve Corp | COM | 75,100 | $5.52M | 0.1% | +75,100 | New | History |
| HUTHut 8 Corp. | COM | 114,909 | $5.39M | 0.1% | −278,691−70.8% | Reduced | History |
| CECelanese Corp | Stock | 74,600 | $4.91M | 0.1% | +74,600 | New | History |
| DDDuPont de Nemours, Inc. | COM | 85,460 | $3.91M | 0.1% | −1,161,336−93.1% | Reduced | History |
| TBNTamboran Resources Corp | COM | 68,879 | $3.44M | 0.1% | −1,121−1.6% | Reduced | History |
| GMGeneral Motors Co | COM | 26,628 | $1.98M | <0.1% | −606,672−95.8% | Reduced | History |
| ALBAlbemarle Corp | Stock | 9,640 | $1.73M | <0.1% | +9,640 | New | History |
| MTArcelorMittal | NY REGISTRY SH | 28,173 | $1.43M | <0.1% | +28,173 | New | History |
| GTXGarrett Motion Inc. | Stock | 78,363 | $1.42M | <0.1% | −1,607,737−95.4% | Reduced | History |
| WULFTerawulf Inc. | COM | 35,912 | $518.2K | <0.1% | −2,128,588−98.3% | Reduced | History |
Sold out since Q4 2025 (21)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| FSLRFirst Solar, Inc. | Stock | 325,100 | $84.9M | 2.0% | History |
| VLOValero Energy Corp | Stock | 359,131 | $58.5M | 1.3% | History |
| BBarrick Mining Corp | Stock | 1,331,000 | $58.0M | 1.3% | History |
| AAAlcoa Corp | Stock | 882,200 | $46.9M | 1.1% | History |
| AYIAcuity Inc. (DE) | Stock | 116,000 | $41.8M | 1.0% | History |
| CLFCleveland-Cliffs Inc. | COM | 3,096,600 | $41.1M | 0.9% | History |
| SHELShell plc | ADR | 539,421 | $39.6M | 0.9% | History |
| CTRICenturi Holdings, Inc. | COM SHS | 1,344,000 | $33.9M | 0.8% | History |
| SLBSLB Limited | Stock | 857,300 | $32.9M | 0.8% | History |
| GNRCGenerac Holdings Inc. | Stock | 188,946 | $25.8M | 0.6% | History |
| WHDCactus, Inc. | CL A | 504,900 | $23.1M | 0.5% | History |
| TGBTrekor Metals Ltd | COM | 3,672,900 | $20.8M | 0.5% | History |
| WBIWaterBridge Infrastructure LLC | CL A SHS REPSTG | 870,400 | $17.4M | 0.4% | History |
| STNGScorpio Tankers Inc. | SHS | 323,861 | $16.5M | 0.4% | History |
| EGOEldorado Gold Corp | COM | 393,700 | $14.1M | 0.3% | History |
| KEXKirby Corp | COM | 122,300 | $13.5M | 0.3% | History |
| VNOMViper Energy, Inc. | CL A | 318,082 | $12.3M | 0.3% | History |
| STLDSteel Dynamics Inc | COM | 53,400 | $9.05M | 0.2% | History |
| TLNTalen Energy Corp | COM | 23,908 | $8.96M | 0.2% | History |
| ALVAutoliv Inc | COM | 6,400 | $759.7K | <0.1% | History |
| VCVisteon Corp | COM NEW | 5,200 | $494.5K | <0.1% | History |