Merewether Investment Management, LP
- SEC CIK
- 0001736852
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 79
- 較 2025 年第 4 季 +2
- 總值
- $51.6 億
- 較 2025 年第 4 季 +$8.17 億 (+18.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CTRACoterra Energy Inc. | Stock | 7,301,691 | $2.57 億 | 5.0% | +5,228,191+252.1% | 加碼 | 歷史 |
| OVVOvintiv Inc. | COM | 4,283,314 | $2.54 億 | 4.9% | +670,617+18.6% | 加碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 3,324,523 | $2.06 億 | 4.0% | +2,446,409+278.6% | 加碼 | 歷史 |
| SUSuncor Energy Inc | Stock | 3,103,851 | $2.05 億 | 4.0% | −173,653−5.3% | 減碼 | 歷史 |
| VSTVistra Corp. | Stock | 1,115,621 | $1.68 億 | 3.2% | +718,299+180.8% | 加碼 | 歷史 |
| BPBP PLC | ADR | 3,541,397 | $1.66 億 | 3.2% | +533,297+17.7% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 648,440 | $1.63 億 | 3.1% | −101,137−13.5% | 減碼 | 歷史 |
| BGBunge Global SA | COM SHS | 1,118,543 | $1.42 億 | 2.8% | −14,157−1.2% | 減碼 | 歷史 |
| SRESempra | Stock | 1,412,788 | $1.37 億 | 2.7% | −134,344−8.7% | 減碼 | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 6,148,515 | $1.31 億 | 2.5% | −114,622−1.8% | 減碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 459,471 | $1.30 億 | 2.5% | +110,871+31.8% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 890,906 | $1.30 億 | 2.5% | +125,280+16.4% | 加碼 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 2,952,405 | $1.27 億 | 2.5% | +55,405+1.9% | 加碼 | 歷史 |
| CVECenovus Energy Inc. | COM | 4,771,600 | $1.27 億 | 2.5% | +2,695,009+129.8% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 1,094,542 | $1.23 億 | 2.4% | −702,358−39.1% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 1,531,542 | $1.22 億 | 2.4% | −636,168−29.3% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 1,668,428 | $1.21 億 | 2.4% | −672,572−28.7% | 減碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 835,006 | $1.12 億 | 2.2% | −207,594−19.9% | 減碼 | 歷史 |
| NVTnVent Electric plc | SHS | 950,331 | $1.12 億 | 2.2% | −385,243−28.8% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 216,337 | $1.06 億 | 2.1% | +113,417+110.2% | 加碼 | 歷史 |
| PRIMPrimoris Services Corp | Stock | 674,839 | $9,653 萬 | 1.9% | −106,861−13.7% | 減碼 | 歷史 |
| TTETotalEnergies SE | ACT | 949,800 | $8,641 萬 | 1.7% | +949,800 | 新進 | 歷史 |
| CNRCore Natural Resources, Inc. | COM SHS | 726,634 | $7,610 萬 | 1.5% | +387,234+114.1% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 310,500 | $7,582 萬 | 1.5% | +310,500 | 新進 | 歷史 |
| MTZMastec Inc | COM | 223,061 | $7,177 萬 | 1.4% | −346,079−60.8% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 522,192 | $6,893 萬 | 1.3% | +522,192 | 新進 | 歷史 |
| EQTEQT Corp | Stock | 1,069,850 | $6,809 萬 | 1.3% | +224,564+26.6% | 加碼 | 歷史 |
| DINOHF Sinclair Corp | COM | 1,054,435 | $6,579 萬 | 1.3% | +1,054,435 | 新進 | 歷史 |
| VGVenture Global, Inc. | COM CL A | 4,154,300 | $6,547 萬 | 1.3% | +4,154,300 | 新進 | 歷史 |
| STSensata Technologies Holding plc | SHS | 1,796,642 | $6,328 萬 | 1.2% | +892,042+98.6% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 998,764 | $5,871 萬 | 1.1% | −910,636−47.7% | 減碼 | 歷史 |
| FTITechnipFMC plc | COM | 836,283 | $5,781 萬 | 1.1% | −674,845−44.7% | 減碼 | 歷史 |
| IAGIamgold Corp | COM | 2,953,542 | $5,559 萬 | 1.1% | −382,248−11.5% | 減碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 654,687 | $5,274 萬 | 1.0% | +654,687 | 新進 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 266,065 | $5,262 萬 | 1.0% | −374,185−58.4% | 減碼 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 433,284 | $4,999 萬 | 1.0% | −444,764−50.7% | 減碼 | 歷史 |
| NUENucor Corp | COM | 293,114 | $4,957 萬 | 1.0% | +89,214+43.8% | 加碼 | 歷史 |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 642,451 | $4,893 萬 | 0.9% | +642,451 | 新進 | 歷史 |
| EXEExpand Energy Corp | COM | 431,690 | $4,739 萬 | 0.9% | −897,385−67.5% | 減碼 | 歷史 |
| BKVBKV Corp | COM | 1,646,773 | $4,697 萬 | 0.9% | −29,444−1.8% | 減碼 | 歷史 |
| RALRalliant Corp | Stock | 1,112,250 | $4,626 萬 | 0.9% | +1,112,250 | 新進 | 歷史 |
| WTTRSelect Water Solutions, Inc. | CL A COM | 2,889,000 | $4,420 萬 | 0.9% | +2,889,000 | 新進 | 歷史 |
| LGNLegence Corp. | CL A | 726,336 | $4,101 萬 | 0.8% | −408,086−36.0% | 減碼 | 歷史 |
| ARAntero Resources Corp | COM | 951,200 | $4,037 萬 | 0.8% | +223,500+30.7% | 加碼 | 歷史 |
| CGAUCenterra Gold Inc. | COM | 2,264,523 | $4,015 萬 | 0.8% | +11,423+0.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 233,262 | $3,958 萬 | 0.8% | −468,231−66.7% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 73,528 | $3,956 萬 | 0.8% | −32,532−30.7% | 減碼 | 歷史 |
| SDRLSEADRILL Ltd | COM | 867,338 | $3,946 萬 | 0.8% | +867,338 | 新進 | 歷史 |
| NENoble Corp plc | ORD SHS A | 779,215 | $3,824 萬 | 0.7% | +779,215 | 新進 | 歷史 |
| JHXJames Hardie Industries plc | Stock | 1,957,830 | $3,708 萬 | 0.7% | +1,081,230+123.3% | 加碼 | 歷史 |
| FNVFranco Nevada Corp | Stock | 144,000 | $3,558 萬 | 0.7% | +144,000 | 新進 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 338,119 | $3,554 萬 | 0.7% | +338,119 | 新進 | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 3,003,324 | $3,253 萬 | 0.6% | +3,003,324 | 新進 | 歷史 |
| FIXComfort Systems USA Inc | COM | 22,351 | $3,082 萬 | 0.6% | −23,998−51.8% | 減碼 | 歷史 |
| CENXCentury Aluminum Co | COM | 514,800 | $3,021 萬 | 0.6% | +514,800 | 新進 | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 1,031,575 | $2,971 萬 | 0.6% | +80,483+8.5% | 加碼 | 歷史 |
| ARISAris Mining Corp | COM | 1,396,396 | $2,592 萬 | 0.5% | −298,404−17.6% | 減碼 | 歷史 |
| WLKWestlake Corp | COM | 219,900 | $2,569 萬 | 0.5% | −168,200−43.3% | 減碼 | 歷史 |
| CCJCameco Corp | Stock | 233,810 | $2,539 萬 | 0.5% | +144,956+163.1% | 加碼 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 93,508 | $2,329 萬 | 0.5% | −1,292−1.4% | 減碼 | 歷史 |
| PARRPar Pacific Holdings, Inc. | COM NEW | 369,465 | $2,314 萬 | 0.4% | −364,935−49.7% | 減碼 | 歷史 |
| OLNOLIN Corp | Stock | 623,377 | $1,853 萬 | 0.4% | +623,377 | 新進 | 歷史 |
| NXTNextpower Inc. | Stock | 133,207 | $1,606 萬 | 0.3% | +44,232+49.7% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 82,300 | $1,499 萬 | 0.3% | +82,300 | 新進 | 歷史 |
| DNNDenison Mines Corp. | COM | 4,208,160 | $1,485 萬 | 0.3% | −1,695,140−28.7% | 減碼 | 歷史 |
| SLIStandard Lithium Ltd. | COM | 3,972,396 | $1,355 萬 | 0.3% | −64,604−1.6% | 減碼 | 歷史 |
| ATOAtmos Energy Corp | COM | 71,509 | $1,321 萬 | 0.3% | −166,727−70.0% | 減碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 173,400 | $1,059 萬 | 0.2% | +173,400 | 新進 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 516,200 | $996.3 萬 | 0.2% | +516,200 | 新進 | 歷史 |
| FLSFlowserve Corp | COM | 75,100 | $552.1 萬 | 0.1% | +75,100 | 新進 | 歷史 |
| HUTHut 8 Corp. | COM | 114,909 | $539.0 萬 | 0.1% | −278,691−70.8% | 減碼 | 歷史 |
| CECelanese Corp | Stock | 74,600 | $490.6 萬 | 0.1% | +74,600 | 新進 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 85,460 | $391.4 萬 | 0.1% | −1,161,336−93.1% | 減碼 | 歷史 |
| TBNTamboran Resources Corp | COM | 68,879 | $344.3 萬 | 0.1% | −1,121−1.6% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 26,628 | $198.4 萬 | <0.1% | −606,672−95.8% | 減碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 9,640 | $173.1 萬 | <0.1% | +9,640 | 新進 | 歷史 |
| MTArcelorMittal | NY REGISTRY SH | 28,173 | $142.7 萬 | <0.1% | +28,173 | 新進 | 歷史 |
| GTXGarrett Motion Inc. | Stock | 78,363 | $142.4 萬 | <0.1% | −1,607,737−95.4% | 減碼 | 歷史 |
| WULFTerawulf Inc. | COM | 35,912 | $51.8 萬 | <0.1% | −2,128,588−98.3% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（21 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FSLRFirst Solar, Inc. | Stock | 325,100 | $8,493 萬 | 2.0% | 歷史 |
| VLOValero Energy Corp | Stock | 359,131 | $5,846 萬 | 1.3% | 歷史 |
| BBarrick Mining Corp | Stock | 1,331,000 | $5,797 萬 | 1.3% | 歷史 |
| AAAlcoa Corp | Stock | 882,200 | $4,688 萬 | 1.1% | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 116,000 | $4,176 萬 | 1.0% | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 3,096,600 | $4,112 萬 | 0.9% | 歷史 |
| SHELShell plc | ADR | 539,421 | $3,964 萬 | 0.9% | 歷史 |
| CTRICenturi Holdings, Inc. | COM SHS | 1,344,000 | $3,394 萬 | 0.8% | 歷史 |
| SLBSLB Limited | Stock | 857,300 | $3,290 萬 | 0.8% | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 188,946 | $2,577 萬 | 0.6% | 歷史 |
| WHDCactus, Inc. | CL A | 504,900 | $2,306 萬 | 0.5% | 歷史 |
| TGBTrekor Metals Ltd | COM | 3,672,900 | $2,079 萬 | 0.5% | 歷史 |
| WBIWaterBridge Infrastructure LLC | CL A SHS REPSTG | 870,400 | $1,742 萬 | 0.4% | 歷史 |
| STNGScorpio Tankers Inc. | SHS | 323,861 | $1,646 萬 | 0.4% | 歷史 |
| EGOEldorado Gold Corp | COM | 393,700 | $1,414 萬 | 0.3% | 歷史 |
| KEXKirby Corp | COM | 122,300 | $1,348 萬 | 0.3% | 歷史 |
| VNOMViper Energy, Inc. | CL A | 318,082 | $1,229 萬 | 0.3% | 歷史 |
| STLDSteel Dynamics Inc | COM | 53,400 | $904.9 萬 | 0.2% | 歷史 |
| TLNTalen Energy Corp | COM | 23,908 | $896.2 萬 | 0.2% | 歷史 |
| ALVAutoliv Inc | COM | 6,400 | $76.0 萬 | <0.1% | 歷史 |
| VCVisteon Corp | COM NEW | 5,200 | $49.5 萬 | <0.1% | 歷史 |