Merewether Investment Management, LP
- SEC CIK
- 0001736852
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 63
- 較 2025 年第 1 季 +9
- 總值
- $34.7 億
- 較 2025 年第 1 季 +$7.19 億 (+26.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VSTVistra Corp. | Stock | 1,315,536 | $2.55 億 | 7.3% | −75,348−5.4% | 減碼 | 歷史 |
| EQTEQT Corp | Stock | 3,363,286 | $1.96 億 | 5.6% | +1,680,029+99.8% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 992,582 | $1.73 億 | 5.0% | +343,319+52.9% | 加碼 | 歷史 |
| SHELShell plc | ADR | 2,446,621 | $1.72 億 | 5.0% | +64,815+2.7% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 4,710,100 | $1.38 億 | 4.0% | +4,710,100 | 新進 | 歷史 |
| SRESempra | Stock | 1,676,932 | $1.27 億 | 3.7% | +1,279,431+321.9% | 加碼 | 歷史 |
| NINisource Inc. | COM | 3,006,194 | $1.21 億 | 3.5% | +1,069,363+55.2% | 加碼 | 歷史 |
| SUSuncor Energy Inc | Stock | 3,127,704 | $1.17 億 | 3.4% | −311,711−9.1% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 1,224,300 | $1.02 億 | 2.9% | +40,136+3.4% | 加碼 | 歷史 |
| MTZMastec Inc | COM | 542,740 | $9,250 萬 | 2.7% | −218,276−28.7% | 減碼 | 歷史 |
| CVECenovus Energy Inc. | COM | 6,090,722 | $8,283 萬 | 2.4% | +2,409,096+65.4% | 加碼 | 歷史 |
| OVVOvintiv Inc. | COM | 2,146,196 | $8,166 萬 | 2.4% | +315,331+17.2% | 加碼 | 歷史 |
| TLNTalen Energy Corp | COM | 273,159 | $7,943 萬 | 2.3% | +131,526+92.9% | 加碼 | 歷史 |
| NVTnVent Electric plc | SHS | 1,067,874 | $7,822 萬 | 2.3% | +1,067,874 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 700,393 | $7,550 萬 | 2.2% | −227,374−24.5% | 減碼 | 歷史 |
| EXEExpand Energy Corp | COM | 641,875 | $7,506 萬 | 2.2% | −22,807−3.4% | 減碼 | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 5,404,237 | $7,361 萬 | 2.1% | −457,114−7.8% | 減碼 | 歷史 |
| MOSMosaic Co | COM | 1,984,100 | $7,238 萬 | 2.1% | +1,984,100 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 531,431 | $7,143 萬 | 2.1% | +169,963+47.0% | 加碼 | 歷史 |
| HUBBHubbell Inc | COM | 166,900 | $6,816 萬 | 2.0% | +166,900 | 新進 | 歷史 |
| PNWPinnacle West Capital Corp | COM | 734,180 | $6,569 萬 | 1.9% | +27,910+4.0% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 122,356 | $6,474 萬 | 1.9% | −81,586−40.0% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 945,110 | $6,436 萬 | 1.9% | +945,110 | 新進 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 423,650 | $5,821 萬 | 1.7% | +222,977+111.1% | 加碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 1,816,463 | $5,704 萬 | 1.6% | −77,945−4.1% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 348,536 | $5,371 萬 | 1.5% | +13,842+4.1% | 加碼 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 1,343,863 | $4,937 萬 | 1.4% | +52,263+4.0% | 加碼 | 歷史 |
| FLSFlowserve Corp | COM | 889,300 | $4,655 萬 | 1.3% | +889,300 | 新進 | 歷史 |
| KGSKodiak Gas Services, Inc. | COM | 1,185,125 | $4,061 萬 | 1.2% | −40,439−3.3% | 減碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 918,156 | $3,980 萬 | 1.1% | −118,344−11.4% | 減碼 | 歷史 |
| ITRIItron, Inc. | COM | 300,787 | $3,959 萬 | 1.1% | +282,587+1,552.7% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 265,899 | $3,808 萬 | 1.1% | +265,899 | 新進 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 342,200 | $3,761 萬 | 1.1% | +304,600+810.1% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 69,395 | $3,721 萬 | 1.1% | +69,395 | 新進 | 歷史 |
| IAGIamgold Corp | COM | 5,018,690 | $3,689 萬 | 1.1% | +651,790+14.9% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 214,000 | $3,555 萬 | 1.0% | +214,000 | 新進 | 歷史 |
| OGEOGE Energy Corp. | COM | 783,825 | $3,479 萬 | 1.0% | −130,966−14.3% | 減碼 | 歷史 |
| VNOMViper Energy, Inc. | COM | 890,982 | $3,397 萬 | 1.0% | +890,982 | 新進 | 歷史 |
| HESHess Corp | Stock | 240,085 | $3,326 萬 | 1.0% | −63,515−20.9% | 減碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 198,600 | $3,288 萬 | 0.9% | +147,244+286.7% | 加碼 | 歷史 |
| ESIElement Solutions Inc | COM | 1,237,554 | $2,803 萬 | 0.8% | +1,237,554 | 新進 | 歷史 |
| KGCKinross Gold Corp | COM | 1,717,548 | $2,685 萬 | 0.8% | −424,928−19.8% | 減碼 | 歷史 |
| RIOTRiot Platforms, Inc. | COM | 2,359,300 | $2,666 萬 | 0.8% | +2,359,300 | 新進 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 1,315,612 | $2,385 萬 | 0.7% | −1,110,600−45.8% | 減碼 | 歷史 |
| BKVBKV Corp | COM | 876,517 | $2,114 萬 | 0.6% | +31,659+3.7% | 加碼 | 歷史 |
| IRENIREN Ltd | ORDINARY SHARES | 1,443,000 | $2,102 萬 | 0.6% | +1,443,000 | 新進 | 歷史 |
| BBarrick Mining Corp | Stock | 962,500 | $2,004 萬 | 0.6% | +962,500 | 新進 | 歷史 |
| TSTenaris SA | SPONSORED ADS | 533,515 | $1,995 萬 | 0.6% | −760,218−58.8% | 減碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 471,146 | $1,806 萬 | 0.5% | −205,784−30.4% | 減碼 | 歷史 |
| FTITechnipFMC plc | COM | 487,338 | $1,678 萬 | 0.5% | −900,181−64.9% | 減碼 | 歷史 |
| HCCWarrior Met Coal, Inc. | COM | 344,155 | $1,577 萬 | 0.5% | −171,457−33.3% | 減碼 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 608,400 | $1,544 萬 | 0.4% | +608,400 | 新進 | 歷史 |
| CCJCameco Corp | Stock | 170,554 | $1,266 萬 | 0.4% | +8,234+5.1% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 353,200 | $1,194 萬 | 0.3% | +353,200 | 新進 | 歷史 |
| SOCSable Offshore Corp. | COM SHS | 400,000 | $879.2 萬 | 0.3% | +400,000 | 新進 | 歷史 |
| NXTNextpower Inc. | Stock | 155,715 | $846.6 萬 | 0.2% | +155,715 | 新進 | 歷史 |
| PRIMPrimoris Services Corp | Stock | 104,131 | $811.6 萬 | 0.2% | +104,131 | 新進 | 歷史 |
| EQXEquinox Gold Corp. | COM | 996,200 | $572.8 萬 | 0.2% | +996,200 | 新進 | 歷史 |
| FROFrontline plc | COM | 319,700 | $524.6 萬 | 0.2% | +319,700 | 新進 | 歷史 |
| ARAntero Resources Corp | COM | 81,900 | $329.9 萬 | 0.1% | −1,841,639−95.7% | 減碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 20,614 | $78.2 萬 | <0.1% | −1,386−6.3% | 減碼 | 歷史 |
| ALVAutoliv Inc | COM | 6,400 | $71.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 329,802 | $7.11 萬 | <0.1% | +329,802 | 新進 | 歷史 |
2025 年第 1 季之後清倉（13 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TRPTC Energy Corp | COM | 1,624,808 | $7,675 萬 | 2.8% | 歷史 |
| PPLPPL Corp | COM | 1,968,812 | $7,109 萬 | 2.6% | 歷史 |
| NEMNEWMONT Corp | Stock | 1,050,477 | $5,072 萬 | 1.8% | 歷史 |
| COPConocoPhillips | Stock | 435,159 | $4,570 萬 | 1.7% | 歷史 |
| TXNMTXNM Energy Inc | COM | 746,700 | $3,993 萬 | 1.5% | 歷史 |
| NUENucor Corp | COM | 265,694 | $3,197 萬 | 1.2% | 歷史 |
| KNTKKinetik Holdings Inc. | COM NEW CL A | 566,200 | $2,941 萬 | 1.1% | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 1,847,214 | $2,924 萬 | 1.1% | 歷史 |
| EVRGEvergy, Inc. | Stock | 376,700 | $2,597 萬 | 0.9% | 歷史 |
| FLEXFlex Ltd. | Stock | 456,036 | $1,509 萬 | 0.5% | 歷史 |
| RSReliance, Inc. | COM | 38,599 | $1,115 萬 | 0.4% | 歷史 |
| WFRDWeatherford International plc | ORD SHS | 97,554 | $522.4 萬 | 0.2% | 歷史 |
| DINOHF Sinclair Corp | COM | 152,214 | $500.5 萬 | 0.2% | 歷史 |