Position in LNG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$130,379,490
+$62,615,136 QoQ
Shares Held
459,471
+31.8% QoQ
Ownership
0.219%
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LNG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Mar 31, 2026Merewether Investment Management, LP holds $602,275,726 across 6 Oil & Gas Midstream names. LNG ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRGP |
Targa Resources Corp.
|
648,440 | $162,583,361 | |
| 2 | LNG |
Cheniere Energy, Inc.
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|
459,471 | $130,379,490 | |
| 3 | WMB |
Williams Companies, Inc.
|
1,668,428 | $121,428,189 | |
| 4 | DTM |
DT Midstream, Inc.
|
835,006 | $112,450,258 | |
| 5 | VG |
Venture Global, Inc.
|
4,154,300 | $65,471,768 | |
| 6 | ET |
Energy Transfer LP
|
516,200 | $9,962,660 |
All Filings in LNG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $130,379,490 | 459,471 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $67,764,354 | 348,600 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,010,148 | 42,600 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $6,123,795 | 28,500 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,125,440 | 28,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,867,212 | 16,400 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,644,992 | 16,400 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,014,378 | 11,800 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $630,400 | 4,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $599,840 | 4,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $414,775 | 2,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,267,826 | 129,804 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $13,462,915 | 97,100 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $33,468,600 | 330,000 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $401,779 | 4,632 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $15,294,347 | 212,392 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||