Merewether Investment Management, LP
- SEC CIK
- 0001736852
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 70
- 較 2025 年第 2 季 +7
- 總值
- $41.8 億
- 較 2025 年第 2 季 +$7.08 億 (+20.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ETREntergy Corp | COM | 2,148,000 | $2.00 億 | 4.8% | +923,700+75.4% | 加碼 | 歷史 |
| MTZMastec Inc | COM | 867,240 | $1.85 億 | 4.4% | +324,500+59.8% | 加碼 | 歷史 |
| SRESempra | Stock | 1,949,432 | $1.75 億 | 4.2% | +272,500+16.2% | 加碼 | 歷史 |
| NVTnVent Electric plc | SHS | 1,699,674 | $1.68 億 | 4.0% | +631,800+59.2% | 加碼 | 歷史 |
| EXEExpand Energy Corp | COM | 1,517,475 | $1.61 億 | 3.9% | +875,600+136.4% | 加碼 | 歷史 |
| SUSuncor Energy Inc | Stock | 3,681,304 | $1.54 億 | 3.7% | +553,600+17.7% | 加碼 | 歷史 |
| EQTEQT Corp | Stock | 2,735,086 | $1.49 億 | 3.6% | −628,200−18.7% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 1,763,910 | $1.42 億 | 3.4% | +818,800+86.6% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 798,177 | $1.34 億 | 3.2% | −194,405−19.6% | 減碼 | 歷史 |
| NINisource Inc. | COM | 2,934,594 | $1.27 億 | 3.0% | −71,600−2.4% | 減碼 | 歷史 |
| CVECenovus Energy Inc. | COM | 7,138,222 | $1.21 億 | 2.9% | +1,047,500+17.2% | 加碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 1,000,600 | $1.13 億 | 2.7% | +658,400+192.4% | 加碼 | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 8,836,137 | $1.13 億 | 2.7% | +3,431,900+63.5% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 634,731 | $1.08 億 | 2.6% | +103,300+19.4% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 2,165,846 | $1.06 億 | 2.5% | +1,694,700+359.7% | 加碼 | 歷史 |
| TLNTalen Energy Corp | COM | 241,159 | $1.03 億 | 2.5% | −32,000−11.7% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 1,279,700 | $9,969 萬 | 2.4% | +1,279,700 | 新進 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 2,493,500 | $9,675 萬 | 2.3% | +1,149,637+85.5% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 420,700 | $9,278 萬 | 2.2% | +222,100+111.8% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 215,800 | $9,115 萬 | 2.2% | +215,800 | 新進 | 歷史 |
| BBarrick Mining Corp | Stock | 2,647,300 | $8,675 萬 | 2.1% | +1,684,800+175.0% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 530,726 | $8,595 萬 | 2.1% | +530,726 | 新進 | 歷史 |
| HUBBHubbell Inc | COM | 198,000 | $8,520 萬 | 2.0% | +31,100+18.6% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 2,765,800 | $7,830 萬 | 1.9% | −1,944,300−41.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 693,893 | $7,824 萬 | 1.9% | −6,500−0.9% | 減碼 | 歷史 |
| BGBunge Global SA | COM SHS | 921,700 | $7,489 萬 | 1.8% | +921,700 | 新進 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 508,750 | $7,280 萬 | 1.7% | +85,100+20.1% | 加碼 | 歷史 |
| OVVOvintiv Inc. | COM | 1,747,097 | $7,055 萬 | 1.7% | −399,099−18.6% | 減碼 | 歷史 |
| FTITechnipFMC plc | COM | 1,544,135 | $6,092 萬 | 1.5% | +1,056,797+216.9% | 加碼 | 歷史 |
| SHELShell plc | ADR | 750,821 | $5,371 萬 | 1.3% | −1,695,800−69.3% | 減碼 | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 147,100 | $5,066 萬 | 1.2% | +147,100 | 新進 | 歷史 |
| RIOTRiot Platforms, Inc. | COM | 2,510,000 | $4,777 萬 | 1.1% | +150,700+6.4% | 加碼 | 歷史 |
| IAGIamgold Corp | COM | 3,432,590 | $4,438 萬 | 1.1% | −1,586,100−31.6% | 減碼 | 歷史 |
| GTXGarrett Motion Inc. | Stock | 2,980,200 | $4,059 萬 | 1.0% | +2,980,200 | 新進 | 歷史 |
| LGNLegence Corp. | CL A | 1,306,852 | $4,026 萬 | 1.0% | +1,306,852 | 新進 | 歷史 |
| STNGScorpio Tankers Inc. | SHS | 686,361 | $3,847 萬 | 0.9% | +686,361 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 240,000 | $3,727 萬 | 0.9% | +240,000 | 新進 | 歷史 |
| DINOHF Sinclair Corp | COM | 682,400 | $3,572 萬 | 0.9% | +682,400 | 新進 | 歷史 |
| CMCCommercial Metals Co | Stock | 468,700 | $2,685 萬 | 0.6% | +468,700 | 新進 | 歷史 |
| VNOMViper Energy, Inc. | CL A | 697,582 | $2,666 萬 | 0.6% | −193,400−21.7% | 減碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 189,800 | $2,646 萬 | 0.6% | +189,800 | 新進 | 歷史 |
| ECGEverus Construction Group, Inc. | Stock | 289,700 | $2,484 萬 | 0.6% | +289,700 | 新進 | 歷史 |
| Global X FDS37954Y830 | GLOBAL X COPPER | 379,500 | $2,270 萬 | 0.5% | +379,500 | 新進 | – |
| MOSMosaic Co | COM | 634,800 | $2,201 萬 | 0.5% | −1,349,300−68.0% | 減碼 | 歷史 |
| WBIWaterBridge Infrastructure LLC | CL A SHS REPSTG | 870,400 | $2,195 萬 | 0.5% | +870,400 | 新進 | 歷史 |
| NXTNextpower Inc. | Stock | 280,875 | $2,078 萬 | 0.5% | +125,160+80.4% | 加碼 | 歷史 |
| WLKWestlake Corp | COM | 268,400 | $2,068 萬 | 0.5% | +268,400 | 新進 | 歷史 |
| BKVBKV Corp | COM | 876,517 | $2,027 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 113,799 | $1,905 萬 | 0.5% | −152,100−57.2% | 減碼 | 歷史 |
| DNNDenison Mines Corp. | COM | 6,819,900 | $1,875 萬 | 0.4% | +6,819,900 | 新進 | 歷史 |
| ARISAris Mining Corp | COM | 1,913,400 | $1,875 萬 | 0.4% | +1,913,400 | 新進 | 歷史 |
| SLBSLB Limited | Stock | 543,200 | $1,867 萬 | 0.4% | +190,000+53.8% | 加碼 | 歷史 |
| METCRamaco Resources, Inc. | COM CL A | 561,400 | $1,863 萬 | 0.4% | +561,400 | 新進 | 歷史 |
| VSTVistra Corp. | Stock | 94,022 | $1,842 萬 | 0.4% | −1,221,514−92.9% | 減碼 | 歷史 |
| BTUPeabody Energy Corp | COM | 571,300 | $1,515 萬 | 0.4% | +571,300 | 新進 | 歷史 |
| FROFrontline plc | COM | 626,500 | $1,428 萬 | 0.3% | +306,800+96.0% | 加碼 | 歷史 |
| CDECoeur Mining, Inc. | COM NEW | 725,600 | $1,361 萬 | 0.3% | +725,600 | 新進 | 歷史 |
| ATOAtmos Energy Corp | COM | 72,936 | $1,245 萬 | 0.3% | −275,600−79.1% | 減碼 | 歷史 |
| BTDRBitdeer Technologies Group | CL A ORD SHS | 601,700 | $1,028 萬 | 0.2% | +601,700 | 新進 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 42,600 | $1,001 萬 | 0.2% | +42,600 | 新進 | 歷史 |
| VCVisteon Corp | COM NEW | 70,700 | $847.4 萬 | 0.2% | +70,700 | 新進 | 歷史 |
| CCJCameco Corp | Stock | 88,854 | $745.1 萬 | 0.2% | −81,700−47.9% | 減碼 | 歷史 |
| HCCWarrior Met Coal, Inc. | COM | 108,569 | $690.9 萬 | 0.2% | −235,586−68.5% | 減碼 | 歷史 |
| CNQCanadian Natural Resources Ltd | COM | 168,463 | $538.4 萬 | 0.1% | −1,648,000−90.7% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 4,169 | $344.0 萬 | 0.1% | −65,226−94.0% | 減碼 | 歷史 |
| SOCSable Offshore Corp. | COM SHS | 138,800 | $242.3 萬 | 0.1% | −261,200−65.3% | 減碼 | 歷史 |
| AAAlcoa Corp | Stock | 37,500 | $123.3 萬 | <0.1% | +37,500 | 新進 | 歷史 |
| ALVAutoliv Inc | COM | 6,400 | $79.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DARDarling Ingredients Inc. | COM | 20,614 | $63.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ITRIItron, Inc. | COM | 5,075 | $63.2 萬 | <0.1% | −295,712−98.3% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（18 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PNWPinnacle West Capital Corp | COM | 734,180 | $6,569 萬 | 1.9% | 歷史 |
| GEVGE Vernova Inc. | Stock | 122,356 | $6,474 萬 | 1.9% | 歷史 |
| FLSFlowserve Corp | COM | 889,300 | $4,655 萬 | 1.3% | 歷史 |
| KGSKodiak Gas Services, Inc. | COM | 1,185,125 | $4,061 萬 | 1.2% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 918,156 | $3,980 萬 | 1.1% | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 214,000 | $3,555 萬 | 1.0% | 歷史 |
| OGEOGE Energy Corp. | COM | 783,825 | $3,479 萬 | 1.0% | 歷史 |
| HESHess Corp | Stock | 240,085 | $3,326 萬 | 1.0% | 歷史 |
| ESIElement Solutions Inc | COM | 1,237,554 | $2,803 萬 | 0.8% | 歷史 |
| KGCKinross Gold Corp | COM | 1,717,548 | $2,685 萬 | 0.8% | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 1,315,612 | $2,385 萬 | 0.7% | 歷史 |
| IRENIREN Ltd | ORDINARY SHARES | 1,443,000 | $2,102 萬 | 0.6% | 歷史 |
| TSTenaris SA | SPONSORED ADS | 533,515 | $1,995 萬 | 0.6% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 608,400 | $1,544 萬 | 0.4% | 歷史 |
| PRIMPrimoris Services Corp | Stock | 104,131 | $811.6 萬 | 0.2% | 歷史 |
| EQXEquinox Gold Corp. | COM | 996,200 | $572.8 萬 | 0.2% | 歷史 |
| ARAntero Resources Corp | COM | 81,900 | $329.9 萬 | 0.1% | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 329,802 | $7.11 萬 | <0.1% | 歷史 |