Merewether Investment Management, LP
Position in TBN — Tamboran Resources Corp
CIK 1736852
DALLAS, TX
Position in TBN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,443,261
+$1,537,161 QoQ
Shares Held
68,879
-1.6% QoQ
Ownership
0.243%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#21
of 58 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TBN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Merewether Investment Management, LP holds $969,733,955 across 10 Oil & Gas E&P names. TBN ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRA |
Coterra Energy Inc.
|
7,301,691 | $256,581,421 | |
| 2 | OVV |
Ovintiv Inc.
|
4,283,314 | $254,257,519 | |
| 3 | PR |
Permian Resources Corp
|
6,148,515 | $131,086,339 | |
| 4 | COP |
Conocophillips
|
522,192 | $68,929,344 | |
| 5 | EQT |
EQT Corp
|
1,069,850 | $68,085,254 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
266,065 | $52,624,996 | |
| 7 | EXE |
EXPAND ENERGY Corp
|
431,690 | $47,390,928 | |
| 8 | BKV |
BKV Corp
|
1,646,773 | $46,965,965 |
All Filings in TBN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||