Merewether Investment Management, LP
- SEC CIK
- 0001736852
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 32
- 2020 年第 4 季沒有 13F 資料
- 總值
- $6.21 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| DENDenbury Inc | COM | 862,568 | $4,131 萬 | 6.6% | – | – | 歷史 |
| XECCimarex Energy Co | COM | 686,969 | $4,080 萬 | 6.6% | – | – | 歷史 |
| DARDarling Ingredients Inc. | COM | 502,402 | $3,697 萬 | 6.0% | – | – | 歷史 |
| OVVOvintiv Inc. | COM | 1,526,152 | $3,635 萬 | 5.9% | – | – | 歷史 |
| NOVASunnova Energy International Inc. | COM | 871,484 | $3,557 萬 | 5.7% | – | – | 歷史 |
| SLBSLB Limited | Stock | 1,280,881 | $3,483 萬 | 5.6% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 1,575,709 | $3,443 萬 | 5.5% | – | – | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 1,058,256 | $3,267 萬 | 5.3% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 443,823 | $3,178 萬 | 5.1% | – | – | 歷史 |
| PXDPioneer Natural Resources Co | COM | 190,197 | $3,021 萬 | 4.9% | – | – | 歷史 |
| AESAES Corp | Stock | 871,119 | $2,336 萬 | 3.8% | – | – | 歷史 |
| CHXChampionX Corp | COM | 993,869 | $2,160 萬 | 3.5% | – | – | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 533,073 | $2,090 萬 | 3.4% | – | – | – |
| EXEExpand Energy Corp | COM | 465,006 | $2,018 萬 | 3.2% | – | – | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 570,916 | $1,986 萬 | 3.2% | – | – | 歷史 |
| APAAPA Corp | Stock | 945,798 | $1,693 萬 | 2.7% | – | – | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 520,000 | $1,551 萬 | 2.5% | – | – | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 212,392 | $1,529 萬 | 2.5% | – | – | 歷史 |
| BKRBaker Hughes Co | CL A | 696,865 | $1,506 萬 | 2.4% | – | – | 歷史 |
| EQTEQT Corp | Stock | 704,461 | $1,309 萬 | 2.1% | – | – | 歷史 |
| TPGYTPG Pace Beneficial Finance Corp. | CL A COM | 586,329 | $1,148 萬 | 1.8% | – | – | 歷史 |
| Climate Change Crisis Real I18716C100 | CL A COM | 769,939 | $1,055 萬 | 1.7% | – | – | – |
| ARAntero Resources Corp | COM | 1,007,193 | $1,027 萬 | 1.7% | – | – | 歷史 |
| HESHess Corp | Stock | 143,441 | $1,015 萬 | 1.6% | – | – | 歷史 |
| CLNEClean Energy Fuels Corp. | COM | 720,262 | $989.6 萬 | 1.6% | – | – | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 177,110 | $583.2 萬 | 0.9% | – | – | 歷史 |
| AMTXAemetis, Inc | COM NEW | 229,963 | $563.9 萬 | 0.9% | – | – | 歷史 |
| Rice Acquisition Corp762594109 | COM CL A | 531,781 | $537.6 萬 | 0.9% | – | – | – |
| BGBunge Global SA | COM | 60,454 | $479.2 萬 | 0.8% | – | – | 歷史 |
| COPConocoPhillips | Stock | 76,654 | $406.0 萬 | 0.7% | – | – | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 23,128 | $375.0 萬 | 0.6% | – | – | 歷史 |
| Star Peak Corp II855179206 | UNIT 99/99/9999 | 263,770 | $276.0 萬 | 0.4% | – | – | – |