Merewether Investment Management, LP
Top Portfolio Positions
79 positions ·
$5,165,141,852 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CTRA |
Coterra Energy Inc.
Energy
|
7,301,691 | $256,581,421 | 4.97% |
| OVV |
Ovintiv Inc.
Energy
|
4,283,314 | $254,257,519 | 4.92% |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
3,324,523 | $205,621,747 | 3.98% |
| SU |
Suncor Energy Inc
Energy
|
3,103,851 | $205,195,589 | 3.97% |
| VST |
Vistra Corp.
Utilities
|
1,115,621 | $167,711,304 | 3.25% |
| BP |
Bp PLC
Energy
|
3,541,397 | $166,445,659 | 3.22% |
| TRGP |
Targa Resources Corp.
Energy
|
648,440 | $162,583,361 | 3.15% |
| BG |
Bunge Global SA
Consumer Defensive
|
1,118,543 | $142,278,669 | 2.75% |
| SRE |
Sempra
Utilities
|
1,412,788 | $137,280,609 | 2.66% |
| PR |
Permian Resources Corp
Energy
|
6,148,515 | $131,086,339 | 2.54% |
Portfolio Trend
Holdings in AR
Shares Held
Position Value (USD)
20 of 20 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,368,928 | 951,200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,076,542 | 727,700 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $3,298,932 | 81,900 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $77,787,917 | 1,923,539 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $63,303,629 | 1,806,095 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $56,831,515 | 1,983,648 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $96,061,023 | 2,943,948 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $81,656,692 | 2,815,748 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $8,362,710 | 329,500 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $15,885,296 | 687,973 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $10,882,851 | 351,173 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $29,139,724 | 954,462 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $39,765,739 | 1,297,414 | Shares | Sole | 2022-08-16 | |
| 2021-12-31 | $8,750,000 | 500,000 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $15,559,512 | 889,115 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,405,000 | 500,000 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $30,205,229 | 1,605,807 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,922,406 | 1,392,043 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,273,368 | 1,007,193 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,880,642 | 1,079,017 | Shares | Sole | 2021-05-19 | |
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