Position in BKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,680,030
+$1,093,960 QoQ
Shares Held
210,451
+21.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#239
of 1,144 holders
Holding Since
Dec 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Merewether Investment Management, LP holds $390,549,761 across 8 Oil & Gas Equipment & Services names. BKR ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
2,668,794 | $90,605,556 | |
| 2 | FTI |
TechnipFMC plc
|
1,296,300 | $85,944,690 | |
| 3 | TS |
Tenaris SA
|
1,130,692 | $62,742,099 | |
| 4 | WTTR |
Select Water Solutions, Inc.
|
2,955,888 | $59,058,642 | |
| 5 | WFRD |
Weatherford International plc
|
699,412 | $57,002,078 | |
| 6 | EROK |
EagleRock Land, LLC
|
873,238 | $18,556,307 | |
| 7 | BKR |
Baker Hughes Co
This page
|
210,451 | $11,680,030 | |
| 8 | LBRT |
Liberty Energy Inc.
|
189,399 | $4,960,359 |
All Filings in BKR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,680,030 | 210,451 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,586,070 | 173,400 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $105,520,017 | 2,165,846 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,063,737 | 471,146 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,751,073 | 676,930 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $89,124,418 | 2,607,502 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $38,082,024 | 1,078,200 | Shares | Sole | 2023-11-14 | |
| 2021-12-31 | $2,406,000 | 100,000 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $347,555 | 15,197 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $15,059,252 | 696,865 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $11,610,989 | 556,882 | Shares | Sole | 2021-05-19 | |
| No filing history on record for this holder in this stock. | ||||||