Merewether Investment Management, LP
- SEC CIK
- 0001736852
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 81
- 較 2026 年第 1 季 +2
- 總值
- $53.1 億
- 較 2026 年第 1 季 +$1.42 億 (+2.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| DVNDevon Energy Corp | Stock | 6,561,677 | $2.71 億 | 5.1% | +6,561,677 | 新進 | 歷史 |
| OVVOvintiv Inc. | COM | 4,361,717 | $2.30 億 | 4.3% | +78,403+1.8% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 1,787,604 | $2.05 億 | 3.9% | +693,062+63.3% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 1,265,438 | $2.01 億 | 3.8% | +149,817+13.4% | 加碼 | 歷史 |
| DARDarling Ingredients Inc. | COM | 3,002,575 | $1.64 億 | 3.1% | −321,948−9.7% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 967,351 | $1.64 億 | 3.1% | +885,051+1,075.4% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 2,182,992 | $1.62 億 | 3.1% | +514,564+30.8% | 加碼 | 歷史 |
| SUSuncor Energy Inc | Stock | 2,814,167 | $1.51 億 | 2.9% | −289,684−9.3% | 減碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 946,016 | $1.39 億 | 2.6% | +111,010+13.3% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 502,928 | $1.35 億 | 2.5% | −145,512−22.4% | 減碼 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 2,983,658 | $1.31 億 | 2.5% | +31,253+1.1% | 加碼 | 歷史 |
| CVECenovus Energy Inc. | COM | 4,871,447 | $1.21 億 | 2.3% | +99,847+2.1% | 加碼 | 歷史 |
| NVTnVent Electric plc | SHS | 677,859 | $1.15 億 | 2.2% | −272,472−28.7% | 減碼 | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 6,112,296 | $1.13 億 | 2.1% | −36,219−0.6% | 減碼 | 歷史 |
| RALRalliant Corp | Stock | 1,526,211 | $1.12 億 | 2.1% | +413,961+37.2% | 加碼 | 歷史 |
| LNTAlliant Energy Corp | Stock | 1,412,803 | $1.08 億 | 2.0% | +1,412,803 | 新進 | 歷史 |
| BGBunge Global SA | COM SHS | 965,795 | $1.03 億 | 1.9% | −152,748−13.7% | 減碼 | 歷史 |
| HALHalliburton Co | Stock | 2,668,794 | $9,061 萬 | 1.7% | +2,668,794 | 新進 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 377,399 | $9,020 萬 | 1.7% | −82,072−17.9% | 減碼 | 歷史 |
| FTITechnipFMC plc | COM | 1,296,300 | $8,594 萬 | 1.6% | +460,017+55.0% | 加碼 | 歷史 |
| EQTEQT Corp | Stock | 1,577,324 | $8,387 萬 | 1.6% | +507,474+47.4% | 加碼 | 歷史 |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 910,394 | $8,066 萬 | 1.5% | +267,943+41.7% | 加碼 | 歷史 |
| WCCWesco International Inc | COM | 233,424 | $8,063 萬 | 1.5% | +233,424 | 新進 | 歷史 |
| MTZMastec Inc | COM | 190,236 | $7,915 萬 | 1.5% | −32,825−14.7% | 減碼 | 歷史 |
| MAIRMadison Air Solutions Corp | COM SHS CL A | 1,943,728 | $7,581 萬 | 1.4% | +1,943,728 | 新進 | 歷史 |
| TTETotalEnergies SE | ACT | 971,338 | $7,553 萬 | 1.4% | +21,538+2.3% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 288,592 | $7,378 萬 | 1.4% | −21,908−7.1% | 減碼 | 歷史 |
| LGNLegence Corp. | CL A | 852,658 | $7,267 萬 | 1.4% | +126,322+17.4% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 36,660 | $7,266 萬 | 1.4% | +14,309+64.0% | 加碼 | 歷史 |
| INIOInnio N.V. | ORDINARY SHARES | 1,788,900 | $7,075 萬 | 1.3% | +1,788,900 | 新進 | 歷史 |
| BPBP PLC | ADR | 1,842,007 | $6,806 萬 | 1.3% | −1,699,390−48.0% | 減碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 626,927 | $6,708 萬 | 1.3% | +288,808+85.4% | 加碼 | 歷史 |
| STSensata Technologies Holding plc | SHS | 1,317,795 | $6,291 萬 | 1.2% | −478,847−26.7% | 減碼 | 歷史 |
| TSTenaris SA | SPONSORED ADS | 1,130,692 | $6,274 萬 | 1.2% | +1,130,692 | 新進 | 歷史 |
| TLNTalen Energy Corp | COM | 154,750 | $5,946 萬 | 1.1% | +154,750 | 新進 | 歷史 |
| WTTRSelect Water Solutions, Inc. | CL A COM | 2,955,888 | $5,906 萬 | 1.1% | +66,888+2.3% | 加碼 | 歷史 |
| WFRDWeatherford International plc | ORD SHS | 699,412 | $5,700 萬 | 1.1% | +699,412 | 新進 | 歷史 |
| CNRCore Natural Resources, Inc. | COM SHS | 687,465 | $5,501 萬 | 1.0% | −39,169−5.4% | 減碼 | 歷史 |
| JHXJames Hardie Industries plc | Stock | 2,064,029 | $5,404 萬 | 1.0% | +106,199+5.4% | 加碼 | 歷史 |
| BWABorgwarner Inc | COM | 801,595 | $5,323 萬 | 1.0% | +801,595 | 新進 | 歷史 |
| XELXcel Energy Inc | Stock | 654,993 | $5,260 萬 | 1.0% | −876,549−57.2% | 減碼 | 歷史 |
| MEOHMethanex Corp | COM | 1,130,053 | $5,215 萬 | 1.0% | +1,130,053 | 新進 | 歷史 |
| LECOLincoln Electric Holdings Inc | COM | 189,326 | $5,027 萬 | 0.9% | +95,818+102.5% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 459,835 | $4,780 萬 | 0.9% | −62,357−11.9% | 減碼 | 歷史 |
| IAGIamgold Corp | COM | 3,017,051 | $4,779 萬 | 0.9% | +63,509+2.2% | 加碼 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 283,819 | $4,635 萬 | 0.9% | −149,465−34.5% | 減碼 | 歷史 |
| BKVBKV Corp | COM | 1,673,695 | $4,579 萬 | 0.9% | +26,922+1.6% | 加碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 275,600 | $4,467 萬 | 0.8% | +275,600 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 302,662 | $4,138 萬 | 0.8% | +69,400+29.8% | 加碼 | 歷史 |
| DINOHF Sinclair Corp | COM | 504,845 | $3,516 萬 | 0.7% | −549,590−52.1% | 減碼 | 歷史 |
| FNVFranco Nevada Corp | Stock | 167,712 | $3,496 萬 | 0.7% | +23,712+16.5% | 加碼 | 歷史 |
| BKHBlack Hills Corp | COM | 455,327 | $3,388 萬 | 0.6% | +455,327 | 新進 | 歷史 |
| CIFRCipher Digital Inc. | COM | 1,371,500 | $3,360 萬 | 0.6% | +1,371,500 | 新進 | 歷史 |
| SDRLSEADRILL Ltd | COM | 886,747 | $3,354 萬 | 0.6% | +19,409+2.2% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 118,300 | $3,296 萬 | 0.6% | +118,300 | 新進 | 歷史 |
| CENXCentury Aluminum Co | COM | 693,537 | $3,191 萬 | 0.6% | +178,737+34.7% | 加碼 | 歷史 |
| HUTHut 8 Corp. | COM | 269,217 | $3,108 萬 | 0.6% | +154,308+134.3% | 加碼 | 歷史 |
| SUNCSunocoCorp LLC | COM SHS LLC | 456,100 | $3,086 萬 | 0.6% | +456,100 | 新進 | 歷史 |
| CGAUCenterra Gold Inc. | COM | 1,873,130 | $2,968 萬 | 0.6% | −391,393−17.3% | 減碼 | 歷史 |
| NUENucor Corp | COM | 129,793 | $2,891 萬 | 0.5% | −163,321−55.7% | 減碼 | 歷史 |
| MTArcelorMittal | NY REGISTRY SH | 391,406 | $2,356 萬 | 0.4% | +363,233+1,289.3% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 374,286 | $2,354 萬 | 0.4% | −624,478−62.5% | 減碼 | 歷史 |
| NXTNextpower Inc. | Stock | 194,705 | $2,320 萬 | 0.4% | +61,498+46.2% | 加碼 | 歷史 |
| BBarrick Mining Corp | Stock | 604,634 | $2,221 萬 | 0.4% | +604,634 | 新進 | 歷史 |
| PRIMPrimoris Services Corp | Stock | 211,913 | $2,100 萬 | 0.4% | −462,926−68.6% | 減碼 | 歷史 |
| EROKEagleRock Land, LLC | CL A SHS REP LTD | 873,238 | $1,856 萬 | 0.3% | +873,238 | 新進 | 歷史 |
| ARISAris Mining Corp | COM | 1,202,125 | $1,791 萬 | 0.3% | −194,271−13.9% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 835,800 | $1,598 萬 | 0.3% | +319,600+61.9% | 加碼 | 歷史 |
| LARLithium Argentina AG | Stock | 1,540,027 | $1,274 萬 | 0.2% | +1,540,027 | 新進 | 歷史 |
| ATOAtmos Energy Corp | COM | 73,124 | $1,260 萬 | 0.2% | +1,615+2.3% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 210,451 | $1,168 萬 | 0.2% | +37,051+21.4% | 加碼 | 歷史 |
| SLIStandard Lithium Ltd. | COM | 4,057,435 | $1,116 萬 | 0.2% | +85,039+2.1% | 加碼 | 歷史 |
| TGBTrekor Metals Ltd | COM | 1,500,000 | $1,032 萬 | 0.2% | +1,500,000 | 新進 | 歷史 |
| TBNTamboran Resources Corp | COM | 294,477 | $957.3 萬 | 0.2% | +225,598+327.5% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 104,725 | $807.2 萬 | 0.2% | +78,097+293.3% | 加碼 | 歷史 |
| DNNDenison Mines Corp. | COM | 1,948,152 | $596.1 萬 | 0.1% | −2,260,008−53.7% | 減碼 | 歷史 |
| LBRTLiberty Energy Inc. | COM CL A | 189,399 | $496.0 萬 | 0.1% | −842,176−81.6% | 減碼 | 歷史 |
| XEX-Energy, Inc. | COM CL A | 224,312 | $411.8 萬 | 0.1% | +224,312 | 新進 | 歷史 |
| WLKWestlake Corp | COM | 53,439 | $390.1 萬 | 0.1% | −166,461−75.7% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | Stock | 28,357 | $384.6 萬 | 0.1% | 00.0% | 不變依 1 比 3 拆股換算 | 歷史 |
| DPCDPC Holdings PLC | ORDINARY SHARES | 25,000 | $122.7 萬 | <0.1% | +25,000 | 新進 | 歷史 |
2026 年第 1 季之後清倉（20 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CTRACoterra Energy Inc. | Stock | 7,301,691 | $2.57 億 | 5.0% | 歷史 |
| SRESempra | Stock | 1,412,788 | $1.37 億 | 2.7% | 歷史 |
| NRGNRG Energy, Inc. | Stock | 890,906 | $1.30 億 | 2.5% | 歷史 |
| HUBBHubbell Inc | COM | 216,337 | $1.06 億 | 2.1% | 歷史 |
| VGVenture Global, Inc. | COM CL A | 4,154,300 | $6,547 萬 | 1.3% | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 654,687 | $5,274 萬 | 1.0% | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 266,065 | $5,262 萬 | 1.0% | 歷史 |
| EXEExpand Energy Corp | COM | 431,690 | $4,739 萬 | 0.9% | 歷史 |
| ARAntero Resources Corp | COM | 951,200 | $4,037 萬 | 0.8% | 歷史 |
| CMICummins Inc | Stock | 73,528 | $3,956 萬 | 0.8% | 歷史 |
| NENoble Corp plc | ORD SHS A | 779,215 | $3,824 萬 | 0.7% | 歷史 |
| PTENPatterson Uti Energy Inc | COM | 3,003,324 | $3,253 萬 | 0.6% | 歷史 |
| CCJCameco Corp | Stock | 233,810 | $2,539 萬 | 0.5% | 歷史 |
| PARRPar Pacific Holdings, Inc. | COM NEW | 369,465 | $2,314 萬 | 0.4% | 歷史 |
| OLNOLIN Corp | Stock | 623,377 | $1,853 萬 | 0.4% | 歷史 |
| FLSFlowserve Corp | COM | 75,100 | $552.1 萬 | 0.1% | 歷史 |
| CECelanese Corp | Stock | 74,600 | $490.6 萬 | 0.1% | 歷史 |
| ALBAlbemarle Corp | Stock | 9,640 | $173.1 萬 | <0.1% | 歷史 |
| GTXGarrett Motion Inc. | Stock | 78,363 | $142.4 萬 | <0.1% | 歷史 |
| WULFTerawulf Inc. | COM | 35,912 | $51.8 萬 | <0.1% | 歷史 |