Merewether Investment Management, LP
- SEC CIK
- 0001736852
- 最新申報
- 2026/8/14
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 34
- 較 2021 年第 1 季 +2
- 總值
- $5.69 億
- 較 2021 年第 1 季 −$5,253 萬 (−8.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| OVVOvintiv Inc. | COM | 1,642,412 | $5,169 萬 | 9.1% | +116,260+7.6% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 1,379,539 | $4,416 萬 | 7.8% | +98,658+7.7% | 加碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 509,324 | $3,438 萬 | 6.0% | +6,922+1.4% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 563,298 | $3,431 萬 | 6.0% | +486,644+634.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 505,571 | $3,189 萬 | 5.6% | +505,571 | 新進 | 歷史 |
| NOVASunnova Energy International Inc. | COM | 844,901 | $3,182 萬 | 5.6% | −26,583−3.1% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 938,542 | $2,740 萬 | 4.8% | −637,167−40.4% | 減碼 | 歷史 |
| Rice Acquisition Corp762594109 | COM CL A | 1,502,830 | $2,713 萬 | 4.8% | +971,049+182.6% | 加碼 | – |
| VLOValero Energy Corp | Stock | 336,185 | $2,625 萬 | 4.6% | −107,638−24.3% | 減碼 | 歷史 |
| AESAES Corp | Stock | 936,641 | $2,442 萬 | 4.3% | +65,522+7.5% | 加碼 | 歷史 |
| DENDenbury Inc | COM | 301,813 | $2,317 萬 | 4.1% | −560,755−65.0% | 減碼 | 歷史 |
| ARAntero Resources Corp | COM | 1,392,043 | $2,092 萬 | 3.7% | +384,850+38.2% | 加碼 | 歷史 |
| CVECenovus Energy Inc. | COM | 2,183,250 | $2,092 萬 | 3.7% | +2,183,250 | 新進 | 歷史 |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 487,490 | $1,970 萬 | 3.5% | −45,583−8.6% | 減碼 | – |
| APAAPA Corp | Stock | 823,015 | $1,780 萬 | 3.1% | −122,783−13.0% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 94,475 | $1,592 萬 | 2.8% | +94,475 | 新進 | 歷史 |
| CHXChampionX Corp | COM | 598,953 | $1,536 萬 | 2.7% | −394,916−39.7% | 減碼 | 歷史 |
| RUNSunrun Inc. | COM | 272,262 | $1,519 萬 | 2.7% | +272,262 | 新進 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 394,248 | $1,430 萬 | 2.5% | −664,008−62.7% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 600,000 | $1,387 萬 | 2.4% | +600,000 | 新進 | 歷史 |
| HESHess Corp | Stock | 125,022 | $1,092 萬 | 1.9% | −18,419−12.8% | 減碼 | 歷史 |
| PRIMPrimoris Services Corp | Stock | 303,119 | $892.1 萬 | 1.6% | +303,119 | 新進 | 歷史 |
| TRGPTarga Resources Corp. | COM | 174,660 | $776.4 萬 | 1.4% | +174,660 | 新進 | 歷史 |
| Climate Change Crisis Real I18716C100 | CL A COM | 499,608 | $750.4 萬 | 1.3% | −270,331−35.1% | 減碼 | – |
| AMTXAemetis, Inc | COM NEW | 642,342 | $717.5 萬 | 1.3% | +412,379+179.3% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 71,471 | $691.1 萬 | 1.2% | +71,471 | 新進 | – |
| ENPHEnphase Energy, Inc. | Stock | 20,158 | $370.2 萬 | 0.7% | −2,970−12.8% | 減碼 | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 54,997 | $195.2 萬 | 0.3% | −515,919−90.4% | 減碼 | 歷史 |
| Rice Acquisition Corp IIG75529118 | UNIT 99/99/9999 | 165,000 | $168.6 萬 | 0.3% | +165,000 | 新進 | – |
| XECCimarex Energy Co | COM | 7,139 | $51.7 萬 | 0.1% | −679,830−99.0% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 4,632 | $40.2 萬 | 0.1% | −207,760−97.8% | 減碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 15,197 | $34.8 萬 | 0.1% | −681,668−97.8% | 減碼 | 歷史 |
| EXEExpand Energy Corp | COM | 4,718 | $24.5 萬 | <0.1% | −460,288−99.0% | 減碼 | 歷史 |
| ALTOAlto Ingredients, Inc. | COM | 13,310 | $8.10 萬 | <0.1% | +13,310 | 新進 | 歷史 |
2021 年第 1 季之後清倉（8 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PXDPioneer Natural Resources Co | COM | 190,197 | $3,021 萬 | 4.9% | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 520,000 | $1,551 萬 | 2.5% | 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 |
| 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 |
| BGBunge Global SA | COM | 60,454 | $479.2 萬 | 0.8% | 歷史 |
| Star Peak Corp II855179206 | UNIT 99/99/9999 | 263,770 | $276.0 萬 | 0.4% | – |