Holdings of Merewether Investment Management, LP
60 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 44 % of the equity sleeve
Sector breakdown
- Energy 40.2 %
- Utilities 20.7 %
- Industrials 6.3 %
- Materials 2.8 %
- Technology 1.3 %
- Consumer discretionary 0.1 %
- Unattributed 28.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 95.8 %
- GB 4.2 %
- LU 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 58 | 3.8B $ | 95.76 % |
| 2 | GB | 1 | 166.4M $ | 4.21 % |
| 3 | LU | 1 | 1.4M $ | 0.04 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Coterra Energy Inc | 7,301,691 | 256.6M $ | |
| 2 | Ovintiv Inc | 4,283,314 | 254.3M $ | |
| 3 | Darling Ingredients Inc | 3,324,523 | 205.6M $ | |
| 4 | Vistra Corp | 1,115,621 | 167.7M $ | |
| 5 | BP PLC | 3,541,397 | 166.4M $ | |
| 6 | Targa Resources Corp | 648,440 | 162.6M $ | |
| 7 | Sempra | 1,412,788 | 137.3M $ | |
| 8 | Permian Resources Corp | 6,148,515 | 131.1M $ | |
| 9 | Cheniere Energy Inc | 459,471 | 130.4M $ | |
| 10 | NRG Energy Inc | 890,906 | 130.2M $ | |
| 11 | CenterPoint Energy Inc | 2,952,405 | 127.4M $ | |
| 12 | Entergy Corp | 1,094,542 | 123M $ | |
| 13 | Xcel Energy Inc | 1,531,542 | 121.7M $ | |
| 14 | Williams Cos Inc/The | 1,668,428 | 121.4M $ | |
| 15 | DT Midstream Inc | 835,006 | 112.5M $ | |
| 16 | Hubbell Inc | 216,337 | 106.2M $ | |
| 17 | Primoris Services Corp | 674,839 | 96.5M $ | |
| 18 | Core Natural Resources Inc | 726,634 | 76.1M $ | |
| 19 | Marathon Petroleum Corp | 310,500 | 75.8M $ | |
| 20 | MasTec Inc | 223,061 | 71.8M $ | |
| 21 | ConocoPhillips | 522,192 | 68.9M $ | |
| 22 | EQT Corp | 1,069,850 | 68.1M $ | |
| 23 | HF Sinclair Corp | 1,054,435 | 65.8M $ | |
| 24 | Venture Global Inc | 4,154,300 | 65.5M $ | |
| 25 | Freeport-McMoRan Inc | 998,764 | 58.7M $ | |
| 26 | Diamondback Energy Inc | 266,065 | 52.6M $ | |
| 27 | Qnity Electronics Inc | 433,284 | 50M $ | |
| 28 | Nucor Corp | 293,114 | 49.6M $ | |
| 29 | Solstice Advanced Materials Inc | 642,451 | 48.9M $ | |
| 30 | Expand Energy Corp | 431,690 | 47.4M $ | |
| 31 | BKV Corp | 1,646,773 | 47M $ | |
| 32 | Ralliant Corp | 1,112,250 | 46.3M $ | |
| 33 | Select Water Solutions Inc | 2,889,000 | 44.2M $ | |
| 34 | Legence Corp | 726,336 | 41M $ | |
| 35 | Antero Resources Corp | 951,200 | 40.4M $ | |
| 36 | Exxon Mobil Corp | 233,262 | 39.6M $ | |
| 37 | Cummins Inc | 73,528 | 39.6M $ | |
| 38 | Patterson-UTI Energy Inc | 3,003,324 | 32.5M $ | |
| 39 | Comfort Systems USA Inc | 22,351 | 30.8M $ | |
| 40 | Century Aluminum Co | 514,800 | 30.2M $ | |
| 41 | Liberty Energy Inc | 1,031,575 | 29.7M $ | |
| 42 | Westlake Corp | 219,900 | 25.7M $ | |
| 43 | Lincoln Electric Holdings Inc | 93,508 | 23.3M $ | |
| 44 | Par Pacific Holdings Inc | 369,465 | 23.1M $ | |
| 45 | Olin Corp | 623,377 | 18.5M $ | |
| 46 | Nextpower Inc | 133,207 | 16.1M $ | |
| 47 | Phillips 66 | 82,300 | 15M $ | |
| 48 | Atmos Energy Corp | 71,509 | 13.2M $ | |
| 49 | Baker Hughes Co | 173,400 | 10.6M $ | |
| 50 | Energy Transfer LP | 516,200 | 10M $ | |
| 51 | Flowserve Corp | 75,100 | 5.5M $ | |
| 52 | Hut 8 Corp | 114,909 | 5.4M $ | |
| 53 | Celanese Corp | 74,600 | 4.9M $ | |
| 54 | DuPont de Nemours Inc | 85,460 | 3.9M $ | |
| 55 | Tamboran Resources Corp | 68,879 | 3.4M $ | |
| 56 | General Motors Co | 26,628 | 2M $ | |
| 57 | Albemarle Corp | 9,640 | 1.7M $ | |
| 58 | ArcelorMittal SA | 28,173 | 1.4M $ | |
| 59 | Garrett Motion Inc | 78,363 | 1.4M $ | |
| 60 | Terawulf Inc | 35,912 | 518.2K $ |