Merewether Investment Management, LP
- SEC CIK
- 0001736852
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 54
- 較 2024 年第 4 季 +2
- 總值
- $27.5 億
- 較 2024 年第 4 季 +$2.49 億 (+9.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SHELShell plc | ADR | 2,381,806 | $1.75 億 | 6.3% | +118,809+5.3% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 1,390,884 | $1.63 億 | 5.9% | +415,742+42.6% | 加碼 | 歷史 |
| SUSuncor Energy Inc | Stock | 3,439,415 | $1.33 億 | 4.8% | +3,439,415 | 新進 | 歷史 |
| TRGPTarga Resources Corp. | COM | 649,263 | $1.30 億 | 4.7% | −288,258−30.7% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 927,767 | $1.10 億 | 4.0% | +534,416+135.9% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 1,184,164 | $1.01 億 | 3.7% | −235,343−16.6% | 減碼 | 歷史 |
| EQTEQT Corp | Stock | 1,683,257 | $8,994 萬 | 3.3% | −473,065−21.9% | 減碼 | 歷史 |
| MTZMastec Inc | COM | 761,016 | $8,882 萬 | 3.2% | +418,633+122.3% | 加碼 | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 5,861,351 | $8,118 萬 | 2.9% | +2,240,336+61.9% | 加碼 | 歷史 |
| OVVOvintiv Inc. | COM | 1,830,865 | $7,836 萬 | 2.8% | +1,830,865 | 新進 | 歷史 |
| ARAntero Resources Corp | COM | 1,923,539 | $7,779 萬 | 2.8% | +117,444+6.5% | 加碼 | 歷史 |
| NINisource Inc. | COM | 1,936,831 | $7,765 萬 | 2.8% | +647,674+50.2% | 加碼 | 歷史 |
| TRPTC Energy Corp | COM | 1,624,808 | $7,675 萬 | 2.8% | −1,899,841−53.9% | 減碼 | 歷史 |
| EXEExpand Energy Corp | COM | 664,682 | $7,399 萬 | 2.7% | +164,791+33.0% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 1,968,812 | $7,109 萬 | 2.6% | −189,634−8.8% | 減碼 | 歷史 |
| PNWPinnacle West Capital Corp | COM | 706,270 | $6,727 萬 | 2.4% | −110,440−13.5% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 203,942 | $6,226 萬 | 2.3% | −48,327−19.2% | 減碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 1,894,408 | $5,835 萬 | 2.1% | +1,270,639+203.7% | 加碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 334,694 | $5,174 萬 | 1.9% | −8,649−2.5% | 減碼 | 歷史 |
| CVECenovus Energy Inc. | COM | 3,681,626 | $5,121 萬 | 1.9% | −630,048−14.6% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 1,050,477 | $5,072 萬 | 1.8% | +1,050,477 | 新進 | 歷史 |
| TSTenaris SA | SPONSORED ADS | 1,293,733 | $5,060 萬 | 1.8% | +757,320+141.2% | 加碼 | 歷史 |
| HESHess Corp | Stock | 303,600 | $4,849 萬 | 1.8% | +303,600 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 361,468 | $4,774 萬 | 1.7% | +60,796+20.2% | 加碼 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 1,291,600 | $4,679 萬 | 1.7% | +1,291,600 | 新進 | 歷史 |
| KGSKodiak Gas Services, Inc. | COM | 1,225,564 | $4,571 萬 | 1.7% | +291,065+31.1% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 435,159 | $4,570 萬 | 1.7% | −968,986−69.0% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 2,426,212 | $4,510 萬 | 1.6% | −192,000−7.3% | 減碼 | 歷史 |
| FTITechnipFMC plc | COM | 1,387,519 | $4,397 萬 | 1.6% | +902,140+185.9% | 加碼 | 歷史 |
| OGEOGE Energy Corp. | COM | 914,791 | $4,204 萬 | 1.5% | −163,270−15.1% | 減碼 | 歷史 |
| TXNMTXNM Energy Inc | COM | 746,700 | $3,993 萬 | 1.5% | +746,700 | 新進 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 1,036,500 | $3,924 萬 | 1.4% | +1,036,500 | 新進 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 200,673 | $3,208 萬 | 1.2% | −19,286−8.8% | 減碼 | 歷史 |
| NUENucor Corp | COM | 265,694 | $3,197 萬 | 1.2% | +265,694 | 新進 | 歷史 |
| BKRBaker Hughes Co | CL A | 676,930 | $2,975 萬 | 1.1% | +676,930 | 新進 | 歷史 |
| KNTKKinetik Holdings Inc. | COM NEW CL A | 566,200 | $2,941 萬 | 1.1% | +367,356+184.7% | 加碼 | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 1,847,214 | $2,924 萬 | 1.1% | +1,847,214 | 新進 | 歷史 |
| SRESempra | Stock | 397,501 | $2,837 萬 | 1.0% | +397,501 | 新進 | 歷史 |
| TLNTalen Energy Corp | COM | 141,633 | $2,828 萬 | 1.0% | −103,575−42.2% | 減碼 | 歷史 |
| IAGIamgold Corp | COM | 4,366,900 | $2,729 萬 | 1.0% | +4,366,900 | 新進 | 歷史 |
| KGCKinross Gold Corp | COM | 2,142,476 | $2,702 萬 | 1.0% | −421,126−16.4% | 減碼 | 歷史 |
| EVRGEvergy, Inc. | Stock | 376,700 | $2,597 萬 | 0.9% | +376,700 | 新進 | 歷史 |
| HCCWarrior Met Coal, Inc. | COM | 515,612 | $2,461 萬 | 0.9% | +21,131+4.3% | 加碼 | 歷史 |
| BKVBKV Corp | COM | 844,858 | $1,774 萬 | 0.6% | +30,523+3.7% | 加碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 456,036 | $1,509 萬 | 0.5% | −1,178,951−72.1% | 減碼 | 歷史 |
| RSReliance, Inc. | COM | 38,599 | $1,115 萬 | 0.4% | +1,599+4.3% | 加碼 | 歷史 |
| CCJCameco Corp | Stock | 162,320 | $668.1 萬 | 0.2% | −420,403−72.1% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 51,356 | $649.3 萬 | 0.2% | −129,972−71.7% | 減碼 | 歷史 |
| WFRDWeatherford International plc | ORD SHS | 97,554 | $522.4 萬 | 0.2% | +97,554 | 新進 | 歷史 |
| DINOHF Sinclair Corp | COM | 152,214 | $500.5 萬 | 0.2% | +152,214 | 新進 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 37,600 | $362.8 萬 | 0.1% | +37,600 | 新進 | 歷史 |
| ITRIItron, Inc. | COM | 18,200 | $190.7 萬 | 0.1% | −44,767−71.1% | 減碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 22,000 | $68.7 萬 | <0.1% | +22,000 | 新進 | 歷史 |
| ALVAutoliv Inc | COM | 6,400 | $56.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（15 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NGGNational Grid PLC | SPONSORED ADR NE | 1,053,461 | $6,260 萬 | 2.5% | 歷史 |
| CVXChevron Corp | Stock | 371,896 | $5,387 萬 | 2.2% | 歷史 |
| SOBOSouth Bow Corp | COM | 1,952,495 | $4,605 萬 | 1.8% | 歷史 |
| PSXPhillips 66 | Stock | 388,740 | $4,429 萬 | 1.8% | 歷史 |
| VNOMViper Energy, Inc. | COM | 875,361 | $4,295 萬 | 1.7% | 歷史 |
| WLKWestlake Corp | COM | 273,637 | $3,137 萬 | 1.3% | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 856,200 | $2,685 萬 | 1.1% | 歷史 |
| TECKTeck Resources Ltd | CL B | 488,476 | $1,980 萬 | 0.8% | 歷史 |
| MTDRMatador Resources Co | COM | 279,071 | $1,570 萬 | 0.6% | 歷史 |
| EXPEagle Materials Inc | COM | 62,296 | $1,537 萬 | 0.6% | 歷史 |
| LPXLouisiana-Pacific Corp | COM | 66,157 | $685.1 萬 | 0.3% | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 28,500 | $612.4 萬 | 0.2% | 歷史 |
| BTUPeabody Energy Corp | COM | 173,566 | $363.4 萬 | 0.1% | 歷史 |
| PAASPan American Silver Corp | Stock | 175,575 | $355.0 萬 | 0.1% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 25,785 | $140.5 萬 | 0.1% | 歷史 |