Merewether Investment Management, LP
- SEC CIK
- 0001736852
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 52
- 較 2024 年第 3 季 +6
- 總值
- $25.0 億
- 較 2024 年第 3 季 +$3.35 億 (+15.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TRGPTarga Resources Corp. | COM | 937,521 | $1.67 億 | 6.7% | +81,928+9.6% | 加碼 | 歷史 |
| TRPTC Energy Corp | COM | 3,524,649 | $1.64 億 | 6.6% | −572,951−14.0% | 減碼 | 歷史 |
| SHELShell plc | ADR | 2,262,997 | $1.42 億 | 5.7% | +718,233+46.5% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 1,404,145 | $1.39 億 | 5.6% | +217,645+18.3% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 975,142 | $1.34 億 | 5.4% | +95,163+10.8% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 1,419,507 | $1.08 億 | 4.3% | +1,419,507 | 新進 | 歷史 |
| EQTEQT Corp | Stock | 2,156,322 | $9,943 萬 | 4.0% | +436,322+25.4% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 252,269 | $8,298 萬 | 3.3% | −367,747−59.3% | 減碼 | 歷史 |
| PPLPPL Corp | COM | 2,158,446 | $7,006 萬 | 2.8% | +2,158,446 | 新進 | 歷史 |
| PNWPinnacle West Capital Corp | COM | 816,710 | $6,923 萬 | 2.8% | +816,710 | 新進 | 歷史 |
| CVECenovus Energy Inc. | COM | 4,311,674 | $6,532 萬 | 2.6% | −584,524−11.9% | 減碼 | 歷史 |
| ARAntero Resources Corp | COM | 1,806,095 | $6,330 萬 | 2.5% | −177,553−9.0% | 減碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 1,634,987 | $6,277 萬 | 2.5% | +241,087+17.3% | 加碼 | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 1,053,461 | $6,260 萬 | 2.5% | +98,461+10.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 371,896 | $5,387 萬 | 2.2% | +289,596+351.9% | 加碼 | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 3,621,015 | $5,207 萬 | 2.1% | −1,068,334−22.8% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 2,618,212 | $5,129 萬 | 2.0% | +700,000+36.5% | 加碼 | 歷史 |
| EXEExpand Energy Corp | COM | 499,891 | $4,976 萬 | 2.0% | +499,891 | 新進 | 歷史 |
| TLNTalen Energy Corp | COM | 245,208 | $4,940 萬 | 2.0% | −325,001−57.0% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 343,343 | $4,782 萬 | 1.9% | +343,343 | 新進 | 歷史 |
| NINisource Inc. | COM | 1,289,157 | $4,739 萬 | 1.9% | +1,289,157 | 新進 | 歷史 |
| MTZMastec Inc | COM | 342,383 | $4,661 萬 | 1.9% | +342,383 | 新進 | 歷史 |
| SOBOSouth Bow Corp | COM | 1,952,495 | $4,605 萬 | 1.8% | +1,952,495 | 新進 | 歷史 |
| OGEOGE Energy Corp. | COM | 1,078,061 | $4,447 萬 | 1.8% | +1,078,061 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 388,740 | $4,429 萬 | 1.8% | +388,740 | 新進 | 歷史 |
| VNOMViper Energy, Inc. | COM | 875,361 | $4,295 萬 | 1.7% | +14,761+1.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 393,351 | $4,231 萬 | 1.7% | +86,108+28.0% | 加碼 | 歷史 |
| KGSKodiak Gas Services, Inc. | COM | 934,499 | $3,816 萬 | 1.5% | +674,499+259.4% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 300,672 | $3,686 萬 | 1.5% | +199,829+198.2% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 219,959 | $3,604 萬 | 1.4% | −336,580−60.5% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 181,328 | $3,196 萬 | 1.3% | −141,608−43.9% | 減碼 | 歷史 |
| WLKWestlake Corp | COM | 273,637 | $3,137 萬 | 1.3% | +4,470+1.7% | 加碼 | 歷史 |
| CCJCameco Corp | Stock | 582,723 | $2,995 萬 | 1.2% | +38,023+7.0% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 856,200 | $2,685 萬 | 1.1% | −200,000−18.9% | 減碼 | 歷史 |
| HCCWarrior Met Coal, Inc. | COM | 494,481 | $2,682 萬 | 1.1% | −298,819−37.7% | 減碼 | 歷史 |
| KGCKinross Gold Corp | COM | 2,563,602 | $2,376 萬 | 0.9% | +2,563,602 | 新進 | 歷史 |
| TSTenaris SA | SPONSORED ADS | 536,413 | $2,027 萬 | 0.8% | +536,413 | 新進 | 歷史 |
| TECKTeck Resources Ltd | CL B | 488,476 | $1,980 萬 | 0.8% | +214,145+78.1% | 加碼 | 歷史 |
| BKVBKV Corp | COM | 814,335 | $1,936 萬 | 0.8% | +14,335+1.8% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 623,769 | $1,926 萬 | 0.8% | −688,446−52.5% | 減碼 | 歷史 |
| MTDRMatador Resources Co | COM | 279,071 | $1,570 萬 | 0.6% | +279,071 | 新進 | 歷史 |
| EXPEagle Materials Inc | COM | 62,296 | $1,537 萬 | 0.6% | −16,104−20.5% | 減碼 | 歷史 |
| FTITechnipFMC plc | COM | 485,379 | $1,405 萬 | 0.6% | −491,176−50.3% | 減碼 | 歷史 |
| KNTKKinetik Holdings Inc. | COM NEW CL A | 198,844 | $1,128 萬 | 0.5% | −463,456−70.0% | 減碼 | 歷史 |
| RSReliance, Inc. | COM | 37,000 | $996.3 萬 | 0.4% | +37,000 | 新進 | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 66,157 | $685.1 萬 | 0.3% | −69,623−51.3% | 減碼 | 歷史 |
| ITRIItron, Inc. | COM | 62,967 | $683.7 萬 | 0.3% | −88,804−58.5% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 28,500 | $612.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BTUPeabody Energy Corp | COM | 173,566 | $363.4 萬 | 0.1% | +173,566 | 新進 | 歷史 |
| PAASPan American Silver Corp | Stock | 175,575 | $355.0 萬 | 0.1% | +175,575 | 新進 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 25,785 | $140.5 萬 | 0.1% | +25,785 | 新進 | 歷史 |
| ALVAutoliv Inc | COM | 6,400 | $60.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（11 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ENLCEnLink Midstream, LLC | COM UNIT REP LTD | 4,443,600 | $6,448 萬 | 3.0% | 歷史 |
| XELXcel Energy Inc | Stock | 984,700 | $6,430 萬 | 3.0% | 歷史 |
| KEXKirby Corp | COM | 234,500 | $2,871 萬 | 1.3% | 歷史 |
| STSensata Technologies Holding plc | SHS | 709,600 | $2,545 萬 | 1.2% | 歷史 |
| AESAES Corp | Stock | 951,100 | $1,908 萬 | 0.9% | 歷史 |
| WFRDWeatherford International plc | ORD SHS | 79,590 | $675.9 萬 | 0.3% | 歷史 |
| SLBSLB Limited | Stock | 159,800 | $670.4 萬 | 0.3% | 歷史 |
| XPROExpro Ltd | COM | 290,484 | $498.8 萬 | 0.2% | 歷史 |
| NVTnVent Electric plc | SHS | 44,010 | $309.2 萬 | 0.1% | 歷史 |
| TNKTeekay Tankers Ltd. | CL A | 50,885 | $296.4 萬 | 0.1% | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 13,400 | $119.5 萬 | 0.1% | 歷史 |