Merewether Investment Management, LP
Position in TBN — Tamboran Resources Corp
CIK 1736852
DALLAS, TX
Position in TBN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,573,447
+$6,130,186 QoQ
Shares Held
294,477
+327.5% QoQ
Ownership
1.04%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#12
of 94 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TBN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Merewether Investment Management, LP holds $800,336,767 across 7 Oil & Gas E&P names. TBN ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVN |
Devon Energy Corp/De
|
6,561,677 | $271,128,493 | |
| 2 | OVV |
Ovintiv Inc.
|
4,361,717 | $229,644,400 | |
| 3 | PR |
Permian Resources Corp
|
6,112,296 | $112,527,369 | |
| 4 | EQT |
EQT Corp
|
1,577,324 | $83,866,317 | |
| 5 | COP |
Conocophillips
|
459,835 | $47,804,446 | |
| 6 | BKV |
BKV Corp
|
1,673,695 | $45,792,295 | |
| 7 | TBN |
Tamboran Resources Corp
This page
|
294,477 | $9,573,447 |
All Filings in TBN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,573,447 | 294,477 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,443,261 | 68,879 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,906,100 | 70,000 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||