Position in TS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$62,742,099
+$42,788,638 QoQ
Shares Held
1,130,692
+111.9% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#8
of 278 holders
Holding Since
Mar 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Merewether Investment Management, LP holds $390,549,761 across 8 Oil & Gas Equipment & Services names. TS ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
2,668,794 | $90,605,556 | |
| 2 | FTI |
TechnipFMC plc
|
1,296,300 | $85,944,690 | |
| 3 | TS |
Tenaris SA
This page
|
1,130,692 | $62,742,099 | |
| 4 | WTTR |
Select Water Solutions, Inc.
|
2,955,888 | $59,058,642 | |
| 5 | WFRD |
Weatherford International plc
|
699,412 | $57,002,078 | |
| 6 | EROK |
EagleRock Land, LLC
|
873,238 | $18,556,307 | |
| 7 | BKR |
Baker Hughes Co
|
210,451 | $11,680,030 | |
| 8 | LBRT |
Liberty Energy Inc.
|
189,399 | $4,960,359 |
All Filings in TS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,742,099 | 1,130,692 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $19,953,461 | 533,515 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $50,597,897 | 1,293,733 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,271,047 | 536,413 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $21,621,693 | 622,028 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $35,142,360 | 1,112,100 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $34,892,362 | 992,388 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $29,992,539 | 1,160,702 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $37,381,519 | 1,455,100 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $40,639,605 | 1,351,500 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||