Holders — by stockHoldings — by fund
Merewether Investment Management, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001736852
$5.31B
disclosed book value
81
positions
5.1%
largest position share
Positions, as of 2026-06-30
top 81 of 81 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DVNDEVON ENERGY CORP NEW | 6.6M | $271.1M | 5.1% |
| 2 | OVVOVINTIV INC | 4.4M | $229.6M | 4.3% |
| 3 | ETRENTERGY CORP NEW | 1.8M | $205.3M | 3.9% |
| 4 | VSTVISTRA CORP | 1.3M | $200.7M | 3.8% |
| 5 | DARDARLING INGREDIENTS INC | 3.0M | $164.0M | 3.1% |
| 6 | PSXPHILLIPS 66 | 967,351 | $163.5M | 3.1% |
| 7 | WMBWILLIAMS COS INC | 2.2M | $162.3M | 3.1% |
| 8 | SUSUNCOR ENERGY INC NEW | 2.8M | $151.3M | 2.9% |
| 9 | DTMDT MIDSTREAM INC | 946,016 | $138.8M | 2.6% |
| 10 | TRGPTARGA RES CORP | 502,928 | $134.9M | 2.5% |
| 11 | CNPCENTERPOINT ENERGY INC | 3.0M | $131.4M | 2.5% |
| 12 | CVECENOVUS ENERGY INC | 4.9M | $120.9M | 2.3% |
| 13 | NVTNVENT ELEC PLC | 677,859 | $115.0M | 2.2% |
| 14 | PRPERMIAN RESOURCES CORP | 6.1M | $112.5M | 2.1% |
| 15 | RALRALLIANT CORP | 1.5M | $112.4M | 2.1% |
| 16 | LNTALLIANT ENERGY CORP | 1.4M | $107.8M | 2% |
| 17 | BGBUNGE GLOBAL SA | 965,795 | $103.1M | 1.9% |
| 18 | HALHALLIBURTON CO | 2.7M | $90.6M | 1.7% |
| 19 | LNGCHENIERE ENERGY INC | 377,399 | $90.2M | 1.7% |
| 20 | FTITECHNIPFMC PLC | 1.3M | $85.9M | 1.6% |
| 21 | EQTEQT CORP | 1.6M | $83.9M | 1.6% |
| 22 | SOLSSOLSTICE ADVANCED MATLS INC | 910,394 | $80.7M | 1.5% |
| 23 | WCCWESCO INTL INC | 233,424 | $80.6M | 1.5% |
| 24 | MTZMASTEC INC | 190,236 | $79.1M | 1.5% |
| 25 | MAIRMADISON AIR SOLUTIONS CORP | 1.9M | $75.8M | 1.4% |
| 26 | TTETOTALENERGIES SE | 971,338 | $75.5M | 1.4% |
| 27 | MPCMARATHON PETE CORP | 288,592 | $73.8M | 1.4% |
| 28 | LGNLEGENCE CORP | 852,658 | $72.7M | 1.4% |
| 29 | FIXCOMFORT SYS USA INC | 36,660 | $72.7M | 1.4% |
| 30 | INIOINNIO NV | 1.8M | $70.8M | 1.3% |
| 31 | BPBP PLC | 1.8M | $68.1M | 1.3% |
| 32 | CRHCRH PLC | 626,927 | $67.1M | 1.3% |
| 33 | STSENSATA TECHNOLOGIES HLDG PL | 1.3M | $62.9M | 1.2% |
| 34 | TSTENARIS S A | 1.1M | $62.7M | 1.2% |
| 35 | TLNTALEN ENERGY CORP | 154,750 | $59.5M | 1.1% |
| 36 | WTTRSELECT WATER SOLUTIONS INC | 3.0M | $59.1M | 1.1% |
| 37 | WFRDWEATHERFORD INTL PLC | 699,412 | $57.0M | 1.1% |
| 38 | CNRCORE NATURAL RESOURCES INC | 687,465 | $55.0M | 1% |
| 39 | JHXJAMES HARDIE INDS PLC | 2.1M | $54.0M | 1% |
| 40 | BWABORGWARNER INC | 801,595 | $53.2M | 1% |
| 41 | XELXCEL ENERGY INC | 654,993 | $52.6M | 1% |
| 42 | MEOHMETHANEX CORP | 1.1M | $52.2M | 1% |
| 43 | LECOLINCOLN ELEC HLDGS INC | 189,326 | $50.3M | 0.9% |
| 44 | COPCONOCOPHILLIPS | 459,835 | $47.8M | 0.9% |
| 45 | IAGIAMGOLD CORP | 3.0M | $47.8M | 0.9% |
| 46 | QQNITY ELECTRONICS INC | 283,819 | $46.4M | 0.9% |
| 47 | BKVBKV CORP | 1.7M | $45.8M | 0.9% |
| 48 | FLEXFLEX LTD | 275,600 | $44.7M | 0.8% |
| 49 | XOMEXXON MOBIL CORP | 302,662 | $41.4M | 0.8% |
| 50 | DINOHF SINCLAIR CORP | 504,845 | $35.2M | 0.7% |
| 51 | FNVFRANCO NEV CORP | 167,712 | $35.0M | 0.7% |
| 52 | BKHBLACK HILLS CORP | 455,327 | $33.9M | 0.6% |
| 53 | CIFRCIPHER DIGITAL INC | 1.4M | $33.6M | 0.6% |
| 54 | SDRLSEADRILL LTD | 886,747 | $33.5M | 0.6% |
| 55 | ECLECOLAB INC | 118,300 | $33.0M | 0.6% |
| 56 | CENXCENTURY ALUM CO | 693,537 | $31.9M | 0.6% |
| 57 | HUTHUT 8 CORP | 269,217 | $31.1M | 0.6% |
| 58 | SUNCSUNOCOCORP LLC | 456,100 | $30.9M | 0.6% |
| 59 | CGAUCENTERRA GOLD INC | 1.9M | $29.7M | 0.6% |
| 60 | NUENUCOR CORP | 129,793 | $28.9M | 0.5% |
| 61 | MTARCELORMITTAL SA LUXEMBOURG | 391,406 | $23.6M | 0.4% |
| 62 | FCXFREEPORT MCMORAN INC | 374,286 | $23.5M | 0.4% |
| 63 | NXTNEXTPOWER INC | 194,705 | $23.2M | 0.4% |
| 64 | BBARRICK MNG CORP | 604,634 | $22.2M | 0.4% |
| 65 | PRIMPRIMORIS SVCS CORP | 211,913 | $21.0M | 0.4% |
| 66 | EROKEAGLEROCK LD LLC | 873,238 | $18.6M | 0.3% |
| 67 | ARISARIS MINING CORPORATION | 1.2M | $17.9M | 0.3% |
| 68 | ETENERGY TRANSFER L P | 835,800 | $16.0M | 0.3% |
| 69 | LARLITHIUM ARGENTINA AG | 1.5M | $12.7M | 0.2% |
| 70 | ATOATMOS ENERGY CORP | 73,124 | $12.6M | 0.2% |
| 71 | BKRBAKER HUGHES COMPANY | 210,451 | $11.7M | 0.2% |
| 72 | SLISTANDARD LITHIUM CORP | 4.1M | $11.2M | 0.2% |
| 73 | TGBTREKOR METALS LTD | 1.5M | $10.3M | 0.2% |
| 74 | TBNTAMBORAN RES CORP | 294,477 | $9.6M | 0.2% |
| 75 | GMGENERAL MTRS CO | 104,725 | $8.1M | 0.2% |
| 76 | DNNDENISON MINES CORP | 1.9M | $6.0M | 0.1% |
| 77 | LBRTLIBERTY ENERGY INC | 189,399 | $5.0M | 0.1% |
| 78 | XEX-ENERGY INC | 224,312 | $4.1M | 0.1% |
| 79 | WLKWESTLAKE CORPORATION | 53,439 | $3.9M | 0.1% |
| 80 | DDDUPONT DE NEMOURS INC | 28,357 | $3.8M | 0.1% |
| 81 | DPCDPC HOLDINGS PLC | 25,000 | $1.2M | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.