Merewether Investment Management, LP
- SEC CIK
- 0001736852
- 最新申報
- 2026/8/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 34
- 較 2022 年第 2 季 +1
- 總值
- $9.98 億
- 較 2022 年第 2 季 +$2.26 億 (+29.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 1,041,763 | $9,096 萬 | 9.1% | +255,593+32.5% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 754,355 | $7,493 萬 | 7.5% | +754,355 | 新進 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 615,673 | $7,416 萬 | 7.4% | +159,568+35.0% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 691,665 | $7,079 萬 | 7.1% | +53,345+8.4% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 1,256,312 | $5,851 萬 | 5.9% | +1,256,312 | 新進 | 歷史 |
| TRGPTarga Resources Corp. | COM | 899,373 | $5,427 萬 | 5.4% | +471,141+110.0% | 加碼 | 歷史 |
| SUSuncor Energy Inc | Stock | 1,604,656 | $4,517 萬 | 4.5% | −22,698−1.4% | 減碼 | 歷史 |
| MROMarathon Oil Corp | COM | 1,988,201 | $4,489 萬 | 4.5% | −101,730−4.9% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 514,339 | $4,033 萬 | 4.0% | +39,472+8.3% | 加碼 | 歷史 |
| HALHalliburton Co | Stock | 1,607,983 | $3,959 萬 | 4.0% | −146,895−8.4% | 減碼 | 歷史 |
| SHELShell plc | ADR | 749,318 | $3,729 萬 | 3.7% | +204,856+37.6% | 加碼 | 歷史 |
| LFGArchaea Energy Inc. | COM CL A | 1,923,958 | $3,465 萬 | 3.5% | +166,091+9.4% | 加碼 | 歷史 |
| CHRDChord Energy Corp | COM NEW | 253,305 | $3,465 萬 | 3.5% | +253,305 | 新進 | 歷史 |
| EXEExpand Energy Corp | COM | 356,705 | $3,361 萬 | 3.4% | +119,005+50.1% | 加碼 | 歷史 |
| NOVASunnova Energy International Inc. | COM | 1,514,320 | $3,344 萬 | 3.4% | +606,265+66.8% | 加碼 | 歷史 |
| TSTenaris SA | SPONSORED ADS | 1,160,702 | $2,999 萬 | 3.0% | −294,398−20.2% | 減碼 | 歷史 |
| ARAntero Resources Corp | COM | 954,462 | $2,914 萬 | 2.9% | −342,952−26.4% | 減碼 | 歷史 |
| DENDenbury Inc | COM | 304,236 | $2,624 萬 | 2.6% | +304,236 | 新進 | 歷史 |
| VSTVistra Corp. | Stock | 1,148,395 | $2,412 萬 | 2.4% | +88,395+8.3% | 加碼 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 1,413,036 | $2,343 萬 | 2.3% | +1,413,036 | 新進 | 歷史 |
| VETVermilion Energy Inc. | COM | 794,218 | $1,698 萬 | 1.7% | +794,218 | 新進 | 歷史 |
| HPHelmerich & Payne, Inc. | COM | 431,461 | $1,595 萬 | 1.6% | +431,461 | 新進 | 歷史 |
| SLBSLB Limited | Stock | 319,731 | $1,148 萬 | 1.2% | −476,961−59.9% | 減碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 162,348 | $1,074 萬 | 1.1% | +162,348 | 新進 | 歷史 |
| OVVOvintiv Inc. | COM | 217,303 | $999.6 萬 | 1.0% | −392,074−64.3% | 減碼 | 歷史 |
| AESAES Corp | Stock | 418,254 | $945.3 萬 | 0.9% | +418,254 | 新進 | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 714,182 | $905.6 萬 | 0.9% | −569,511−44.4% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 5,027,444 | $890.0 萬 | 0.9% | +5,027,444 | 新進 | 歷史 |
| OLNOLIN Corp | Stock | 81,985 | $351.6 萬 | 0.4% | −271,501−76.8% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 2,500 | $41.5 萬 | <0.1% | −127,304−98.1% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 3,117 | $39.7 萬 | <0.1% | −4,000−56.2% | 減碼 | 歷史 |
| FLNCFluence Energy, Inc. | COM CL A | 19,697 | $28.7 萬 | <0.1% | −734,216−97.4% | 減碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 2,280 | $25.2 萬 | <0.1% | −7,000−75.4% | 減碼 | 歷史 |
| CWENClearway Energy, Inc. | CL C | 6,650 | $21.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（9 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PSXPhillips 66 | Stock | 231,533 | $1,898 萬 | 2.5% | 歷史 |
| PLLPiedmont Lithium Inc. | Stock | 287,047 | $1,045 萬 | 1.4% | 歷史 |
| KOSKosmos Energy Ltd. | COM | 1,333,664 | $825.5 萬 | 1.1% | 歷史 |
| NFENew Fortress Energy Inc. | COM CL A | 200,242 | $792.4 萬 | 1.0% | 歷史 |
| DKDelek US Holdings, Inc. | COM | 250,000 | $646.0 萬 | 0.8% | 歷史 |
| VNOMViper Energy, Inc. | COM UNT RP INT | 200,000 | $533.6 萬 | 0.7% | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 84,129 | $245.2 萬 | 0.3% | 歷史 |
| STEMStem, Inc. | CL A | 286,500 | $205.1 萬 | 0.3% | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 1,588 | $33.4 萬 | <0.1% | 歷史 |