Merewether Investment Management, LP
- SEC CIK
- 0001736852
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/14 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 45
- 較 2023 年第 3 季 +5
- 總值
- $16.9 億
- 較 2023 年第 3 季 +$3,993 萬 (+2.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VSTVistra Corp. | Stock | 3,446,720 | $1.33 億 | 7.8% | +233,643+7.3% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 1,436,740 | $1.25 億 | 7.4% | +67,497+4.9% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 753,227 | $1.00 億 | 5.9% | +140,527+22.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 928,999 | $9,288 萬 | 5.5% | +15,437+1.7% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 2,607,502 | $8,912 萬 | 5.3% | +1,529,302+141.8% | 加碼 | 歷史 |
| SHELShell plc | ADR | 1,272,648 | $8,374 萬 | 4.9% | +1,272,648 | 新進 | 歷史 |
| CHRDChord Energy Corp | COM NEW | 438,610 | $7,291 萬 | 4.3% | +34,810+8.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 442,680 | $6,603 萬 | 3.9% | +442,680 | 新進 | 歷史 |
| WFRDWeatherford International plc | ORD SHS | 661,669 | $6,473 萬 | 3.8% | +57,094+9.4% | 加碼 | 歷史 |
| PPGPPG Industries Inc | Stock | 409,278 | $6,121 萬 | 3.6% | +269,978+193.8% | 加碼 | 歷史 |
| FTITechnipFMC plc | COM | 2,776,871 | $5,593 萬 | 3.3% | +226,853+8.9% | 加碼 | 歷史 |
| MROMarathon Oil Corp | COM | 2,218,885 | $5,361 萬 | 3.2% | +497,608+28.9% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 345,203 | $5,353 萬 | 3.2% | −48,958−12.4% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 672,062 | $4,719 萬 | 2.8% | +672,062 | 新進 | 歷史 |
| DINOHF Sinclair Corp | COM | 751,281 | $4,175 萬 | 2.5% | −174,819−18.9% | 減碼 | 歷史 |
| TECKTeck Resources Ltd | CL B | 985,817 | $4,167 萬 | 2.5% | +985,817 | 新進 | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 3,037,089 | $4,130 萬 | 2.4% | +437,611+16.8% | 加碼 | 歷史 |
| OVVOvintiv Inc. | COM | 921,218 | $4,046 萬 | 2.4% | −60,282−6.1% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 267,449 | $3,477 萬 | 2.1% | +267,449 | 新進 | 歷史 |
| EQTEQT Corp | Stock | 724,495 | $2,801 萬 | 1.7% | −881,552−54.9% | 減碼 | 歷史 |
| APTVAptiv PLC | SHS | 284,036 | $2,548 萬 | 1.5% | +147,836+108.5% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 585,091 | $2,491 萬 | 1.5% | +585,091 | 新進 | 歷史 |
| RIORio Tinto PLC | ADR | 334,482 | $2,491 萬 | 1.5% | +115,982+53.1% | 加碼 | 歷史 |
| NVTnVent Electric plc | SHS | 402,478 | $2,378 萬 | 1.4% | +235,278+140.7% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 333,407 | $2,184 萬 | 1.3% | +333,407 | 新進 | 歷史 |
| DARDarling Ingredients Inc. | COM | 435,091 | $2,168 萬 | 1.3% | +435,091 | 新進 | 歷史 |
| TSTenaris SA | SPONSORED ADS | 622,028 | $2,162 萬 | 1.3% | −490,072−44.1% | 減碼 | 歷史 |
| NXTNextpower Inc. | Stock | 459,635 | $2,153 萬 | 1.3% | −44,662−8.9% | 減碼 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 693,924 | $2,110 萬 | 1.2% | +693,924 | 新進 | 歷史 |
| SWNSouthwestern Energy Co | COM | 3,192,787 | $2,091 萬 | 1.2% | +3,192,787 | 新進 | 歷史 |
| ALVAutoliv Inc | COM | 184,796 | $2,036 萬 | 1.2% | +17,796+10.7% | 加碼 | 歷史 |
| Enerplus Corp292766102 | COM | 1,236,063 | $1,896 萬 | 1.1% | +58,496+5.0% | 加碼 | – |
| FSLRFirst Solar, Inc. | Stock | 103,022 | $1,775 萬 | 1.0% | −170,476−62.3% | 減碼 | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 880,570 | $1,368 萬 | 0.8% | −504,401−36.4% | 減碼 | 歷史 |
| Crescent PT Energy Corp22576C101 | COM | 1,967,678 | $1,364 萬 | 0.8% | +1,967,678 | 新進 | – |
| FLEXFlex Ltd. | Stock | 428,039 | $1,304 萬 | 0.8% | −1,724,121−80.1% | 減碼 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 169,613 | $1,201 萬 | 0.7% | +169,613 | 新進 | 歷史 |
| STNGScorpio Tankers Inc. | SHS | 190,835 | $1,160 萬 | 0.7% | −52,665−21.6% | 減碼 | 歷史 |
| NUENucor Corp | COM | 28,121 | $489.4 萬 | 0.3% | −16,779−37.4% | 減碼 | 歷史 |
| XPROExpro Ltd | COM | 271,138 | $431.7 萬 | 0.3% | −1,346,162−83.2% | 減碼 | 歷史 |
| WCCWesco International Inc | COM | 17,594 | $305.9 萬 | 0.2% | −113,606−86.6% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 11,800 | $201.4 萬 | 0.1% | +11,800 | 新進 | 歷史 |
| MTZMastec Inc | COM | 22,300 | $168.9 萬 | 0.1% | −353−1.6% | 減碼 | 歷史 |
| ITRIItron, Inc. | COM | 22,200 | $167.6 萬 | 0.1% | +22,200 | 新進 | 歷史 |
| NOVASunnova Energy International Inc. | COM | 10,298 | $15.7 萬 | <0.1% | −12,300−54.4% | 減碼 | 歷史 |
2023 年第 3 季之後清倉（9 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CVECenovus Energy Inc. | COM | 5,284,548 | $1.10 億 | 6.7% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 371,852 | $8,536 萬 | 5.2% | 歷史 |
| SOSouthern Co | Stock | 790,220 | $5,114 萬 | 3.1% | 歷史 |
| FEFirstenergy Corp | COM | 1,370,800 | $4,685 萬 | 2.8% | 歷史 |
| BPBP PLC | ADR | 1,048,400 | $4,059 萬 | 2.5% | 歷史 |
| LTHMLivent Corp. | COM | 795,400 | $1,464 萬 | 0.9% | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 475,700 | $1,056 萬 | 0.6% | 歷史 |
| TELTE Connectivity plc | REG SHS | 83,430 | $1,031 萬 | 0.6% | 歷史 |
| ARAntero Resources Corp | COM | 329,500 | $836.3 萬 | 0.5% | 歷史 |