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 SU
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,195,589 | 3,103,851 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $145,390,077 | 3,277,504 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $153,915,320 | 3,681,304 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $117,132,514 | 3,127,704 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $133,174,148 | 3,439,415 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $42,268,140 | 1,109,400 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $26,718,183 | 842,048 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $45,171,066 | 1,604,656 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $57,071,304 | 1,627,354 | Shares | Sole | 2022-08-16 | |
| 2021-12-31 | $42,926,450 | 1,715,000 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||