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 | Open |
|---|---|---|---|---|---|
| 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
22 quarters · across all stocks
Holdings in CVE
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $126,590,548 | 4,771,600 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,135,919 | 2,076,591 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $121,278,391 | 7,138,222 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $82,833,819 | 6,090,722 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $51,211,417 | 3,681,626 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $65,321,861 | 4,311,674 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $81,913,392 | 4,896,198 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $100,969,788 | 5,135,798 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $135,032,410 | 6,754,998 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $110,024,289 | 5,284,548 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $67,414,811 | 3,970,248 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $55,755,279 | 3,193,315 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $77,488,504 | 3,992,195 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $37,250,610 | 2,233,250 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $37,248,310 | 3,033,250 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $26,993,495 | 2,683,250 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,915,535 | 2,183,250 | Shares | Sole | 2021-08-16 | |
| No 13F history on record for this holder in this stock. | ||||||