Merewether Investment Management, LP
Q2 2026 13F filing
Updated 27 days ago81 disclosed positions worth $5.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | D DVN DEVON ENERGY CORP NEW | $271.1M | 6.56M | 5.11% | — |
| 2 | O OVV OVINTIV INC | $229.6M | 4.36M | 4.33% | — |
| 3 | E ETR ENTERGY CORP NEW | $205.3M | 1.79M | 3.87% | — |
| 4 | V VST VISTRA CORP | $200.7M | 1.27M | 3.78% | — |
| 5 | D DAR DARLING INGREDIENTS INC | $164M | 3.00M | 3.09% | — |
| 6 | P PSX PHILLIPS 66 | $163.5M | 967.4K | 3.08% | — |
| 7 | F FBTC WILLIAMS COS INC | $162.3M | 2.18M | 3.06% | — |
| 8 | S SU SUNCOR ENERGY INC NEW | $151.3M | 2.81M | 2.85% | — |
| 9 | D DTM DT MIDSTREAM INC | $138.8M | 946.0K | 2.62% | — |
| 10 | T TRGP TARGA RES CORP | $134.9M | 502.9K | 2.54% | — |
| 11 | C CNP CENTERPOINT ENERGY INC | $131.4M | 2.98M | 2.48% | — |
| 12 | C CVE CENOVUS ENERGY INC | $120.9M | 4.87M | 2.28% | — |
| 13 | N NVT NVENT ELEC PLC | $115M | 677.9K | 2.17% | — |
| 14 | P PR PERMIAN RESOURCES CORP | $112.5M | 6.11M | 2.12% | — |
| 15 | R RAL RALLIANT CORP | $112.4M | 1.53M | 2.12% | — |
| 16 | L LNT ALLIANT ENERGY CORP | $107.8M | 1.41M | 2.03% | — |
| 17 | B BG BUNGE GLOBAL SA | $103.1M | 965.8K | 1.94% | — |
| 18 | H HAL HALLIBURTON CO | $90.6M | 2.67M | 1.71% | — |
| 19 | C CQP CHENIERE ENERGY INC | $90.2M | 377.4K | 1.70% | — |
| 20 | F FTI TECHNIPFMC PLC | $85.9M | 1.30M | 1.62% | — |
| 21 | E EQT EQT CORP | $83.9M | 1.58M | 1.58% | — |
| 22 | S SOLS SOLSTICE ADVANCED MATLS INC | $80.7M | 910.4K | 1.52% | — |
| 23 | W WCC WESCO INTL INC | $80.6M | 233.4K | 1.52% | — |
| 24 | M MTZ MASTEC INC | $79.1M | 190.2K | 1.49% | — |
| 25 | M MAIR MADISON AIR SOLUTIONS CORP | $75.8M | 1.94M | 1.43% | — |
| 26 | T TTE TOTALENERGIES SE | $75.5M | 971.3K | 1.42% | — |
| 27 | M MPC MARATHON PETE CORP | $73.8M | 288.6K | 1.39% | — |
| 28 | L LGN LEGENCE CORP | $72.7M | 852.7K | 1.37% | — |
| 29 | F FIX COMFORT SYS USA INC | $72.7M | 36.7K | 1.37% | — |
| 30 | I INIO INNIO NV | $70.8M | 1.79M | 1.33% | — |
| 31 | B BPPFF BP PLC | $68.1M | 1.84M | 1.28% | — |
| 32 | R RH CRH PLC | $67.1M | 626.9K | 1.26% | — |
| 33 | S ST SENSATA TECHNOLOGIES HLDG PL | $62.9M | 1.32M | 1.19% | — |
| 34 | T TNRSF TENARIS S A | $62.7M | 1.13M | 1.18% | — |
| 35 | T TLN TALEN ENERGY CORP | $59.5M | 154.8K | 1.12% | — |
| 36 | W WTTR SELECT WATER SOLUTIONS INC | $59.1M | 2.96M | 1.11% | — |
| 37 | W WFRD WEATHERFORD INTL PLC | $57M | 699.4K | 1.07% | — |
| 38 | G GLW CORE NATURAL RESOURCES INC | $55M | 687.5K | 1.04% | — |
| 39 | J JHIUF JAMES HARDIE INDS PLC | $54M | 2.06M | 1.02% | — |
| 40 | B BWA BORGWARNER INC | $53.2M | 801.6K | 1.00% | — |
| 41 | X XELLL XCEL ENERGY INC | $52.6M | 655.0K | 0.99% | — |
| 42 | M MEOH METHANEX CORP | $52.2M | 1.13M | 0.98% | — |
| 43 | L LECO LINCOLN ELEC HLDGS INC | $50.3M | 189.3K | 0.95% | — |
| 44 | C COP CONOCOPHILLIPS | $47.8M | 459.8K | 0.90% | — |
| 45 | I IAG IAMGOLD CORP | $47.8M | 3.02M | 0.90% | — |
| 46 | Q Q QNITY ELECTRONICS INC | $46.4M | 283.8K | 0.87% | — |
| 47 | B BKV BKV CORP | $45.8M | 1.67M | 0.86% | — |
| 48 | L LPG FLEX LTD | $44.7M | 275.6K | 0.84% | — |
| 49 | X XOM EXXON MOBIL CORP | $41.4M | 302.7K | 0.78% | — |
| 50 | D DINO HF SINCLAIR CORP | $35.2M | 504.8K | 0.66% | — |