Merewether Investment Management, LP
- SEC CIK
- 0001736852
- 最新申報
- 2026/8/14
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/14 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 46
- 較 2024 年第 2 季 +2
- 總值
- $21.7 億
- 較 2024 年第 2 季 +$2.74 億 (+14.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TRPTC Energy Corp | COM | 4,097,600 | $1.95 億 | 9.0% | +1,127,000+37.9% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 620,016 | $1.58 億 | 7.3% | −123,400−16.6% | 減碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 855,593 | $1.27 億 | 5.8% | +107,900+14.4% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 1,186,500 | $1.25 億 | 5.8% | +1,186,500 | 新進 | 歷史 |
| VSTVistra Corp. | Stock | 879,979 | $1.04 億 | 4.8% | −1,037,622−54.1% | 減碼 | 歷史 |
| SHELShell plc | ADR | 1,544,764 | $1.02 億 | 4.7% | +449,000+41.0% | 加碼 | 歷史 |
| TLNTalen Energy Corp | COM | 570,209 | $1.02 億 | 4.7% | +570,209 | 新進 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 556,539 | $9,595 萬 | 4.4% | −41,000−6.9% | 減碼 | 歷史 |
| CVECenovus Energy Inc. | COM | 4,896,198 | $8,191 萬 | 3.8% | −239,600−4.7% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 322,936 | $8,055 萬 | 3.7% | +293,400+993.4% | 加碼 | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 955,000 | $6,653 萬 | 3.1% | +955,000 | 新進 | 歷史 |
| ENLCEnLink Midstream, LLC | COM UNIT REP LTD | 4,443,600 | $6,448 萬 | 3.0% | +4,443,600 | 新進 | 歷史 |
| XELXcel Energy Inc | Stock | 984,700 | $6,430 萬 | 3.0% | +984,700 | 新進 | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 4,689,349 | $6,382 萬 | 2.9% | −1,211,100−20.5% | 減碼 | 歷史 |
| EQTEQT Corp | Stock | 1,720,000 | $6,302 萬 | 2.9% | −158,100−8.4% | 減碼 | 歷史 |
| ARAntero Resources Corp | COM | 1,983,648 | $5,683 萬 | 2.6% | −960,300−32.6% | 減碼 | 歷史 |
| HCCWarrior Met Coal, Inc. | COM | 793,300 | $5,069 萬 | 2.3% | +646,900+441.9% | 加碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 1,393,900 | $4,660 萬 | 2.1% | −1,075,000−43.5% | 減碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 1,312,215 | $4,358 萬 | 2.0% | +608,815+86.6% | 加碼 | 歷史 |
| WLKWestlake Corp | COM | 269,167 | $4,045 萬 | 1.9% | +45,801+20.5% | 加碼 | 歷史 |
| VNOMViper Energy, Inc. | COM | 860,600 | $3,882 萬 | 1.8% | +160,600+22.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 307,243 | $3,602 萬 | 1.7% | +9,600+3.2% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 1,918,212 | $3,079 萬 | 1.4% | −4,673,581−70.9% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 1,056,200 | $3,075 萬 | 1.4% | +1,056,200 | 新進 | 歷史 |
| KNTKKinetik Holdings Inc. | COM NEW CL A | 662,300 | $2,998 萬 | 1.4% | +239,500+56.6% | 加碼 | 歷史 |
| KEXKirby Corp | COM | 234,500 | $2,871 萬 | 1.3% | +76,800+48.7% | 加碼 | 歷史 |
| CCJCameco Corp | Stock | 544,700 | $2,601 萬 | 1.2% | +544,700 | 新進 | 歷史 |
| FTITechnipFMC plc | COM | 976,555 | $2,562 萬 | 1.2% | −2,282,532−70.0% | 減碼 | 歷史 |
| STSensata Technologies Holding plc | SHS | 709,600 | $2,545 萬 | 1.2% | +709,600 | 新進 | 歷史 |
| EXPEagle Materials Inc | COM | 78,400 | $2,255 萬 | 1.0% | +78,400 | 新進 | 歷史 |
| AESAES Corp | Stock | 951,100 | $1,908 萬 | 0.9% | +2,000+0.2% | 加碼 | 歷史 |
| ITRIItron, Inc. | COM | 151,771 | $1,621 萬 | 0.7% | −159,400−51.2% | 減碼 | 歷史 |
| BKVBKV Corp | COM | 800,000 | $1,463 萬 | 0.7% | +800,000 | 新進 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 135,780 | $1,459 萬 | 0.7% | +12,600+10.2% | 加碼 | 歷史 |
| TECKTeck Resources Ltd | CL B | 274,331 | $1,433 萬 | 0.7% | −7,500−2.7% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 100,843 | $1,362 萬 | 0.6% | −94,500−48.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 82,300 | $1,212 萬 | 0.6% | −211,400−72.0% | 減碼 | 歷史 |
| KGSKodiak Gas Services, Inc. | COM | 260,000 | $754.0 萬 | 0.3% | +260,000 | 新進 | 歷史 |
| WFRDWeatherford International plc | ORD SHS | 79,590 | $675.9 萬 | 0.3% | −470,213−85.5% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 159,800 | $670.4 萬 | 0.3% | −750,700−82.4% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 28,500 | $512.5 萬 | 0.2% | +12,100+73.8% | 加碼 | 歷史 |
| XPROExpro Ltd | COM | 290,484 | $498.8 萬 | 0.2% | +26,300+10.0% | 加碼 | 歷史 |
| NVTnVent Electric plc | SHS | 44,010 | $309.2 萬 | 0.1% | +33,300+310.9% | 加碼 | 歷史 |
| TNKTeekay Tankers Ltd. | CL A | 50,885 | $296.4 萬 | 0.1% | −4,800−8.6% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 13,400 | $119.5 萬 | 0.1% | −848,900−98.4% | 減碼 | 歷史 |
| ALVAutoliv Inc | COM | 6,400 | $59.8 萬 | <0.1% | +2,700+73.0% | 加碼 | 歷史 |
2024 年第 2 季之後清倉（9 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SUSuncor Energy Inc | Stock | 1,109,400 | $4,227 萬 | 2.2% | 歷史 |
| Veren Inc92340V107 | COM NEW | 4,660,914 | $3,668 萬 | 1.9% | – |
| CNPCenterpoint Energy Inc | COM | 1,006,700 | $3,119 萬 | 1.6% | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 156,000 | $2,706 萬 | 1.4% | 歷史 |
| PHINPhinia Inc. | COMMON STOCK | 342,200 | $1,347 萬 | 0.7% | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 144,000 | $993.6 萬 | 0.5% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 4,300 | $115.7 萬 | 0.1% | 歷史 |
| NRGNRG Energy, Inc. | Stock | 13,083 | $101.9 萬 | 0.1% | 歷史 |
| LACLithium Americas Corp. | Stock | 320,300 | $85.8 萬 | <0.1% | 歷史 |