Institutional
Merewether Investment Management, LP
CIK 0001736852
$5.16B
Reported AUM
79
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Merewether Investment Management, LP · Q1 2026
AI · grounded in 13F
Merewether Investment Management, LP established a new position in TOTALENERGIES SE valued at $86.4M. The fund closed its position in FSLR for a reduction of $84.9M and exited holdings in VALERO ENERGY CORP and B for $58.5M and $58M, respectively. Additionally, the fund increased its stake in DAR by 278.6% and CTRA by 252.1%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CTRA | COTERRA ENERGY INC | — | — | — | — | $256.6M | 4.97% | — | HELD |
| 2 | OVV | OVINTIV INC | $61.28 | 3.60% | 59.45% | 154.33% | $254.3M | 4.92% | — | HELD |
| 3 | DAR | DARLING INGREDIENTS INC | $58.62 | 0.34% | 85.60% | -21.55% | $205.6M | 3.98% | — | HELD |
| 4 | SU | SUNCOR ENERGY INC NEW | $65.80 | 2.97% | 70.98% | 327.99% | $205.2M | 3.97% | — | HELD |
| 5 | VST | VISTRA CORP | $142.81 | -3.92% | -30.78% | 723.26% | $167.7M | 3.25% | — | HELD |
| 6 | BP | BP PLC | $43.32 | 3.96% | 43.80% | 124.47% | $166.4M | 3.22% | — | HELD |
| 7 | TRGP | TARGA RES CORP | $264.67 | 1.15% | 65.17% | 566.55% | $162.6M | 3.15% | — | HELD |
| 8 | BG | BUNGE GLOBAL SA | $107.78 | -8.17% | 54.71% | 76.18% | $142.3M | 2.75% | — | HELD |
| 9 | SRE | SEMPRA | $88.82 | -1.92% | 12.87% | 56.98% | $137.3M | 2.66% | — | HELD |
| 10 | PR | PERMIAN RESOURCES CORP | $20.75 | 5.17% | 58.14% | 369.58% | $131.1M | 2.54% | — | HELD |
| 11 | LNG | CHENIERE ENERGY INC | $258.61 | 2.55% | 9.58% | 210.12% | $130.4M | 2.52% | — | HELD |
| 12 | NRG | NRG ENERGY INC | $124.23 | -2.61% | -25.24% | 209.11% | $130.2M | 2.52% | — | HELD |
| 13 | CNP | CENTERPOINT ENERGY INC | $42.93 | -2.65% | 13.11% | 92.97% | $127.4M | 2.47% | — | HELD |
| 14 | CVE | CENOVUS ENERGY INC | $29.07 | 5.10% | 99.31% | 293.79% | $126.6M | 2.45% | — | HELD |
| 15 | ETR | ENTERGY CORP NEW | $107.79 | -4.03% | 24.29% | 132.66% | $123.0M | 2.38% | — | HELD |
| 16 | XEL | XCEL ENERGY INC | $78.75 | -1.97% | 10.49% | 34.35% | $121.7M | 2.36% | — | HELD |
| 17 | WMB | WILLIAMS COS INC | $70.13 | -0.04% | 21.22% | 260.70% | $121.4M | 2.35% | — | HELD |
| 18 | DTM | DT MIDSTREAM INC | $135.95 | -1.56% | 32.26% | 261.40% | $112.5M | 2.18% | — | HELD |
| 19 | NVT | NVENT ELEC PLC | $133.61 | -5.74% | 49.65% | 316.17% | $112.4M | 2.18% | — | HELD |
| 20 | HUBB | HUBBELL INC | $460.96 | -4.69% | 10.23% | 142.70% | $106.2M | 2.06% | — | HELD |
| 21 | PRIM | PRIMORIS SVCS CORP | $74.76 | -5.25% | -17.75% | 200.99% | $96.5M | 1.87% | — | HELD |
| 22 | TTE | TOTALENERGIES SE | $86.75 | 3.05% | 52.95% | 158.27% | $86.4M | 1.67% | — | HELD |
| 23 | CNR | CORE NATURAL RESOURCES INC | $77.92 | -2.28% | 7.52% | 270.54% | $76.1M | 1.47% | — | HELD |
| 24 | MPC | MARATHON PETE CORP | $308.72 | 0.87% | 90.15% | 480.65% | $75.8M | 1.47% | — | HELD |
| 25 | MTZ | MASTEC INC | $287.42 | -8.01% | 65.14% | 214.33% | $71.8M | 1.39% | — | HELD |
| 26 | COP | CONOCOPHILLIPS | $118.06 | 3.47% | 31.49% | 152.18% | $68.9M | 1.33% | — | HELD |
| 27 | EQT | EQT CORP | $52.57 | 1.76% | 1.62% | 207.04% | $68.1M | 1.32% | — | HELD |
| 28 | DINO | HF SINCLAIR CORP | $90.00 | 0.78% | 120.41% | 228.41% | $65.8M | 1.27% | — | HELD |
| 29 | VG | VENTURE GLOBAL INC | $13.05 | 7.23% | -11.47% | -12.21% | $65.5M | 1.27% | — | HELD |
| 30 | ST | SENSATA TECHNOLOGIES HLDG PL | $46.00 | -1.56% | 53.30% | -19.17% | $63.3M | 1.23% | — | HELD |
| 31 | FCX | FREEPORT MCMORAN INC | $59.99 | -2.68% | — | — | $58.7M | 1.14% | — | HELD |
| 32 | FTI | TECHNIPFMC PLC | $71.73 | -0.91% | — | — | $57.8M | 1.12% | — | HELD |
| 33 | IAG | IAMGOLD CORP | $13.93 | -2.31% | — | — | $55.6M | 1.08% | — | HELD |
| 34 | LYB | LYONDELLBASELL INDUSTRIES NV | $60.49 | 3.90% | — | — | $52.7M | 1.02% | — | HELD |
| 35 | FANG | DIAMONDBACK ENERGY INC | $199.13 | 4.63% | — | — | $52.6M | 1.02% | — | HELD |
| 36 | Q | QNITY ELECTRONICS INC | $123.39 | -3.52% | — | — | $50.0M | 0.97% | — | HELD |
| 37 | NUE | NUCOR CORP | $256.02 | -3.61% | — | — | $49.6M | 0.96% | — | HELD |
| 38 | SOLS | SOLSTICE ADVANCED MATLS INC | $55.66 | -2.88% | — | — | $48.9M | 0.95% | — | HELD |
| 39 | EXE | EXPAND ENERGY CORPORATION | $92.46 | 4.45% | — | — | $47.4M | 0.92% | — | HELD |
| 40 | BKV | BKV CORP | $23.31 | -0.68% | — | — | $47.0M | 0.91% | — | HELD |
| 41 | RAL | RALLIANT CORP | $66.97 | -1.14% | — | — | $46.3M | 0.90% | — | HELD |
| 42 | WTTR | SELECT WATER SOLUTIONS INC | $17.86 | -0.78% | — | — | $44.2M | 0.86% | — | HELD |
| 43 | LGN | LEGENCE CORP | $53.08 | -10.35% | — | — | $41.0M | 0.79% | — | HELD |
| 44 | AR | ANTERO RESOURCES CORP | $35.14 | 3.72% | — | — | $40.4M | 0.78% | — | HELD |
| 45 | CGAU | CENTERRA GOLD INC | $17.03 | 5.97% | — | — | $40.1M | 0.78% | — | HELD |
| 46 | XOM | EXXON MOBIL CORP | $156.75 | 2.42% | — | — | $39.6M | 0.77% | — | HELD |
| 47 | CMI | CUMMINS INC | $606.00 | -5.55% | — | — | $39.6M | 0.77% | — | HELD |
| 48 | SDRL | SEADRILL LTD | $41.34 | 0.80% | — | — | $39.5M | 0.76% | — | HELD |
| 49 | NE | NOBLE CORP PLC | $41.01 | 4.62% | — | — | $38.2M | 0.74% | — | HELD |
| 50 | JHX | JAMES HARDIE INDS PLC | $26.19 | -2.60% | — | — | $37.1M | 0.72% | — | HELD |
| 51 | FNV | FRANCO NEV CORP | $214.37 | 1.79% | — | — | $35.6M | 0.69% | — | HELD |
| 52 | CRH | CRH PLC | $99.71 | -3.57% | — | — | $35.5M | 0.69% | — | HELD |
| 53 | PTEN | PATTERSON-UTI ENERGY INC | $9.33 | 1.74% | — | — | $32.5M | 0.63% | — | HELD |
| 54 | FIX | COMFORT SYS USA INC | $1519.96 | -6.54% | — | — | $30.8M | 0.60% | — | HELD |
| 55 | CENX | CENTURY ALUM CO | $42.66 | -2.96% | — | — | $30.2M | 0.58% | — | HELD |
| 56 | LBRT | LIBERTY ENERGY INC | $17.09 | -3.45% | — | — | $29.7M | 0.58% | — | HELD |
| 57 | ARIS | ARIS MINING CORPORATION | $13.90 | -3.94% | — | — | $25.9M | 0.50% | — | HELD |
| 58 | WLK | WESTLAKE CORPORATION | $72.25 | 0.12% | — | — | $25.7M | 0.50% | — | HELD |
| 59 | CCJ | CAMECO CORP | $84.57 | -2.75% | — | — | $25.4M | 0.49% | — | HELD |
| 60 | LECO | LINCOLN ELEC HLDGS INC | $257.99 | -3.46% | — | — | $23.3M | 0.45% | — | HELD |
| 61 | PARR | PAR PAC HOLDINGS INC | $83.07 | 5.03% | — | — | $23.1M | 0.45% | — | HELD |
| 62 | OLN | OLIN CORP | $22.19 | 3.84% | — | — | $18.5M | 0.36% | — | HELD |
| 63 | NXT | NEXTPOWER INC | $92.67 | -2.81% | — | — | $16.1M | 0.31% | — | HELD |
| 64 | PSX | PHILLIPS 66 | $206.81 | 0.47% | — | — | $15.0M | 0.29% | — | HELD |
| 65 | DNN | DENISON MINES CORP | $2.69 | -2.18% | — | — | $14.9M | 0.29% | — | HELD |
| 66 | SLI | STANDARD LITHIUM LTD | $1.93 | -4.46% | — | — | $13.5M | 0.26% | — | HELD |
| 67 | ATO | ATMOS ENERGY CORP | $177.67 | -0.95% | — | — | $13.2M | 0.26% | — | HELD |
| 68 | BKR | BAKER HUGHES COMPANY | $58.72 | 0.44% | — | — | $10.6M | 0.20% | — | HELD |
| 69 | ET | ENERGY TRANSFER L P | $20.20 | 0.00% | — | — | $10.0M | 0.19% | — | HELD |
| 70 | FLS | FLOWSERVE CORP | $69.94 | -4.75% | — | — | $5.5M | 0.11% | — | HELD |
| 71 | HUT | HUT 8 CORP | $88.18 | -12.81% | — | — | $5.4M | 0.10% | — | HELD |
| 72 | CE | CELANESE CORP DEL | $43.93 | 0.99% | — | — | $4.9M | 0.09% | — | HELD |
| 73 | DD | DUPONT DE NEMOURS INC | $138.10 | -1.90% | — | — | $3.9M | 0.08% | — | HELD |
| 74 | TBN | TAMBORAN RES CORP | $31.53 | -1.81% | — | — | $3.4M | 0.07% | — | HELD |
| 75 | GM | GENERAL MTRS CO | $89.40 | -1.00% | — | — | $2.0M | 0.04% | — | HELD |
| 76 | ALB | ALBEMARLE CORP | $113.88 | 0.64% | — | — | $1.7M | 0.03% | — | HELD |
| 77 | MT | ARCELORMITTAL SA LUXEMBOURG | $65.70 | -2.38% | — | — | $1.4M | 0.03% | — | HELD |
| 78 | GTX | GARRETT MOTION INC | $28.78 | -3.81% | — | — | $1.4M | 0.03% | — | HELD |
| 79 | WULF | TERAWULF INC | $15.09 | -11.70% | — | — | $518K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0001420506-26-001143. 13F discloses long positions only — shorts, foreign equities, and options are excluded.