Sponsored

The Analysis of Merewether Investment Management, LP's Holdings & P&L

Currently, Merewether Investment Management, LP holds 79 types of securities in its portfolio with a total value $5.2B. In the most recent quarter, they have increased their positions in CTRA (+5.2M shares, valued at $183.7M), DAR (+2.4M shares, valued at $151.3M), VST (+718.3K shares, valued at $108.0M); decreased their positions in MTZ (-346.1K shares, valued at $111.3M), EXE (-897.4K shares, valued at $98.5M), XOM (-468.2K shares, valued at $79.4M); initiated new positions in N/A (+949.8K shares, valued at $86.4M), MPC (+310.5K shares, valued at $75.8M), COP (+522.2K shares, valued at $68.9M).

1M P&L

+102.4M+2.13%

3M P&L

+393.5M+8.70%

HY P&L

+1.1B+30.37%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Oil & Gas E&P599.4M

15.4%

2Oil & Gas Midstream488.0M

12.5%

3Utilities - Regulated Electric437.3M

11.2%

Top Industries by Stock Count

1Oil & Gas E&P8 stocks

11.9%

2Oil & Gas Integrated5 stocks

7.5%

3Oil & Gas Equipment & Services5 stocks

7.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CTRA COTERRA ENERGY INC7.3M shares252.14%2026-03-312026-05-15

OVV OVINTIV INC4.3M shares18.56%2026-03-312026-05-15

DAR DARLING INGREDIENTS INC3.3M shares278.60%2026-03-312026-05-15

SU SUNCOR ENERGY INC NEW3.1M shares-5.30%2026-03-312026-05-15

VST VISTRA CORP1.1M shares180.79%2026-03-312026-05-15

BP BP PLC3.5M shares17.73%2026-03-312026-05-15

TRGP TARGA RES CORP648.4K shares-13.49%2026-03-312026-05-15

BUNGE GLOBAL SA BUNGE GLOBAL SA1.1M shares-1.25%2026-03-312026-05-15

Sponsored

SRE SEMPRA1.4M shares-8.68%2026-03-312026-05-15

PR PERMIAN RESOURCES CORP6.1M shares-1.83%2026-03-312026-05-15

LNG CHENIERE ENERGY INC459.5K shares31.80%2026-03-312026-05-15

NRG NRG ENERGY INC890.9K shares16.36%2026-03-312026-05-15

CNP CENTERPOINT ENERGY INC3.0M shares1.91%2026-03-312026-05-15

CVE CENOVUS ENERGY INC4.8M shares129.78%2026-03-312026-05-15

ETR ENTERGY CORP NEW1.1M shares-39.09%2026-03-312026-05-15

XEL XCEL ENERGY INC1.5M shares-29.35%2026-03-312026-05-15

Sponsored

WMB WILLIAMS COS INC1.7M shares-28.73%2026-03-312026-05-15

DTM DT MIDSTREAM INC835.0K shares-19.91%2026-03-312026-05-15

NVT NVENT ELEC PLC950.3K shares-28.84%2026-03-312026-05-15

HUBBELL INC HUBBELL INC216.3K shares110.20%2026-03-312026-05-15

PRIM PRIMORIS SVCS CORP674.8K shares-13.67%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE949.8K sharesnew addition2026-03-312026-05-15

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC726.6K shares114.09%2026-03-312026-05-15

MPC MARATHON PETE CORP310.5K sharesnew addition2026-03-312026-05-15

Sponsored

MTZ MASTEC INC223.1K shares-60.81%2026-03-312026-05-15

COP CONOCOPHILLIPS522.2K sharesnew addition2026-03-312026-05-15

EQT CORP EQT CORP1.1M shares26.57%2026-03-312026-05-15

DINO HF SINCLAIR CORP1.1M sharesnew addition2026-03-312026-05-15

VENTURE GLOBAL INC VENTURE GLOBAL INC4.2M sharesnew addition2026-03-312026-05-15

ST SENSATA TECHNOLOGIES HLDG PL1.8M shares98.61%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC998.8K shares-47.69%2026-03-312026-05-15

FTI TECHNIPFMC PLC836.3K shares-44.66%2026-03-312026-05-15

Sponsored

IAG IAMGOLD CORP3.0M shares-11.46%2026-03-312026-05-15

LYB LYONDELLBASELL INDUSTRIES NV654.7K sharesnew addition2026-03-312026-05-15

FANG DIAMONDBACK ENERGY INC266.1K shares-58.44%2026-03-312026-05-15

QNITY ELECTRONICS INC QNITY ELECTRONICS INC433.3K shares-50.65%2026-03-312026-05-15

NUE NUCOR CORP293.1K shares43.75%2026-03-312026-05-15

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC642.5K sharesnew addition2026-03-312026-05-15

EXE EXPAND ENERGY CORPORATION431.7K shares-67.52%2026-03-312026-05-15

BKV BKV CORP1.6M shares-1.76%2026-03-312026-05-15

Sponsored

RAL RALLIANT CORP1.1M sharesnew addition2026-03-312026-05-15

WTTR SELECT WATER SOLUTIONS INC2.9M sharesnew addition2026-03-312026-05-15

LGN LEGENCE CORP726.3K shares-35.97%2026-03-312026-05-15

AR ANTERO RESOURCES CORP951.2K shares30.71%2026-03-312026-05-15

CGAU CENTERRA GOLD INC2.3M shares0.51%2026-03-312026-05-15

XOM EXXON MOBIL CORP233.3K shares-66.75%2026-03-312026-05-15

CMI CUMMINS INC73.5K shares-30.67%2026-03-312026-05-15

SDRL SEADRILL LTD867.3K sharesnew addition2026-03-312026-05-15

Sponsored

NE NOBLE CORP PLC779.2K sharesnew addition2026-03-312026-05-15

JAMES HARDIE INDS PLC JAMES HARDIE INDS PLC2.0M shares123.34%2026-03-312026-05-15

FNV FRANCO NEV CORP144.0K sharesnew addition2026-03-312026-05-15

CRH PLC CRH PLC338.1K sharesnew addition2026-03-312026-05-15

PTEN PATTERSON-UTI ENERGY INC3.0M sharesnew addition2026-03-312026-05-15

FIX COMFORT SYS USA INC22.4K shares-51.78%2026-03-312026-05-15

CENX CENTURY ALUM CO514.8K sharesnew addition2026-03-312026-05-15

LBRT LIBERTY ENERGY INC1.0M shares8.46%2026-03-312026-05-15

Sponsored

ARMN ARIS MINING CORPORATION1.4M shares-17.61%2026-03-312026-05-15

WLK WESTLAKE CORPORATION219.9K shares-43.34%2026-03-312026-05-15

CCJ CAMECO CORP233.8K shares163.14%2026-03-312026-05-15

LECO LINCOLN ELEC HLDGS INC93.5K shares-1.36%2026-03-312026-05-15

PARR PAR PAC HOLDINGS INC369.5K shares-49.69%2026-03-312026-05-15

OLN OLIN CORP623.4K sharesnew addition2026-03-312026-05-15

NXT NEXTPOWER INC133.2K shares49.71%2026-03-312026-05-15

PSX PHILLIPS 6682.3K sharesnew addition2026-03-312026-05-15

Sponsored

DNN DENISON MINES CORP4.2M shares-28.72%2026-03-312026-05-15

SLI STANDARD LITHIUM LTD4.0M shares-1.60%2026-03-312026-05-15

ATO ATMOS ENERGY CORP71.5K shares-69.98%2026-03-312026-05-15

BKR BAKER HUGHES COMPANY173.4K sharesnew addition2026-03-312026-05-15

ET ENERGY TRANSFER L P516.2K sharesnew addition2026-03-312026-05-15

FLS FLOWSERVE CORP75.1K sharesnew addition2026-03-312026-05-15

HUT 8 CORP HUT 8 CORP114.9K shares-70.81%2026-03-312026-05-15

CE CELANESE CORP DEL74.6K sharesnew addition2026-03-312026-05-15

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC85.5K shares-93.15%2026-03-312026-05-15

TBN TAMBORAN RES CORP68.9K shares-1.60%2026-03-312026-05-15

GM GENERAL MTRS CO26.6K shares-95.80%2026-03-312026-05-15

ALB ALBEMARLE CORP9.6K sharesnew addition2026-03-312026-05-15

MT ARCELORMITTAL SA LUXEMBOURG28.2K sharesnew addition2026-03-312026-05-15

GTX GARRETT MOTION INC78.4K shares-95.35%2026-03-312026-05-15

WULF TERAWULF INC35.9K shares-98.34%2026-03-312026-05-15

CTRA

COTERRA ENERGY INC

252.14%

Shares7.3M

Event2026-03-31

Filed2026-05-15

OVV

OVINTIV INC

18.56%

Shares4.3M

Event2026-03-31

Filed2026-05-15

DAR

DARLING INGREDIENTS INC

278.60%

Shares3.3M

Event2026-03-31

Filed2026-05-15

SUNCOR ENERGY INC NEW

-5.30%

Shares3.1M

Event2026-03-31

Filed2026-05-15

VST

VISTRA CORP

180.79%

Shares1.1M

Event2026-03-31

Filed2026-05-15

BP PLC

17.73%

Shares3.5M

Event2026-03-31

Filed2026-05-15

TRGP

TARGA RES CORP

-13.49%

Shares648.4K

Event2026-03-31

Filed2026-05-15

BUNGE GLOBAL SA

-1.25%

Shares1.1M

Event2026-03-31

Filed2026-05-15

SRE

SEMPRA

-8.68%

Shares1.4M

Event2026-03-31

Filed2026-05-15

PERMIAN RESOURCES CORP

-1.83%

Shares6.1M

Event2026-03-31

Filed2026-05-15

LNG

CHENIERE ENERGY INC

31.80%

Shares459.5K

Event2026-03-31

Filed2026-05-15

NRG

NRG ENERGY INC

16.36%

Shares890.9K

Event2026-03-31

Filed2026-05-15

CNP

CENTERPOINT ENERGY INC

1.91%

Shares3.0M

Event2026-03-31

Filed2026-05-15

CVE

CENOVUS ENERGY INC

129.78%

Shares4.8M

Event2026-03-31

Filed2026-05-15

ETR

ENTERGY CORP NEW

-39.09%

Shares1.1M

Event2026-03-31

Filed2026-05-15

XEL

XCEL ENERGY INC

-29.35%

Shares1.5M

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC

-28.73%

Shares1.7M

Event2026-03-31

Filed2026-05-15

DTM

DT MIDSTREAM INC

-19.91%

Shares835.0K

Event2026-03-31

Filed2026-05-15

NVT

NVENT ELEC PLC

-28.84%

Shares950.3K

Event2026-03-31

Filed2026-05-15

HUBBELL INC

110.20%

Shares216.3K

Event2026-03-31

Filed2026-05-15

PRIM

PRIMORIS SVCS CORP

-13.67%

Shares674.8K

Event2026-03-31

Filed2026-05-15

TOTALENERGIES SE

New

Shares949.8K

Event2026-03-31

Filed2026-05-15

CORE NATURAL RESOURCES INC

114.09%

Shares726.6K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

New

Shares310.5K

Event2026-03-31

Filed2026-05-15

MTZ

MASTEC INC

-60.81%

Shares223.1K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

New

Shares522.2K

Event2026-03-31

Filed2026-05-15

EQT CORP

26.57%

Shares1.1M

Event2026-03-31

Filed2026-05-15

DINO

HF SINCLAIR CORP

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

VENTURE GLOBAL INC

New

Shares4.2M

Event2026-03-31

Filed2026-05-15

SENSATA TECHNOLOGIES HLDG PL

98.61%

Shares1.8M

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT MCMORAN INC

-47.69%

Shares998.8K

Event2026-03-31

Filed2026-05-15

FTI

TECHNIPFMC PLC

-44.66%

Shares836.3K

Event2026-03-31

Filed2026-05-15

IAG

IAMGOLD CORP

-11.46%

Shares3.0M

Event2026-03-31

Filed2026-05-15

LYB

LYONDELLBASELL INDUSTRIES NV

New

Shares654.7K

Event2026-03-31

Filed2026-05-15

FANG

DIAMONDBACK ENERGY INC

-58.44%

Shares266.1K

Event2026-03-31

Filed2026-05-15

QNITY ELECTRONICS INC

-50.65%

Shares433.3K

Event2026-03-31

Filed2026-05-15

NUE

NUCOR CORP

43.75%

Shares293.1K

Event2026-03-31

Filed2026-05-15

SOLSTICE ADVANCED MATLS INC

New

Shares642.5K

Event2026-03-31

Filed2026-05-15

EXE

EXPAND ENERGY CORPORATION

-67.52%

Shares431.7K

Event2026-03-31

Filed2026-05-15

BKV

BKV CORP

-1.76%

Shares1.6M

Event2026-03-31

Filed2026-05-15

RAL

RALLIANT CORP

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

WTTR

SELECT WATER SOLUTIONS INC

New

Shares2.9M

Event2026-03-31

Filed2026-05-15

LGN

LEGENCE CORP

-35.97%

Shares726.3K

Event2026-03-31

Filed2026-05-15

ANTERO RESOURCES CORP

30.71%

Shares951.2K

Event2026-03-31

Filed2026-05-15

CGAU

CENTERRA GOLD INC

0.51%

Shares2.3M

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-66.75%

Shares233.3K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

-30.67%

Shares73.5K

Event2026-03-31

Filed2026-05-15

SDRL

SEADRILL LTD

New

Shares867.3K

Event2026-03-31

Filed2026-05-15

NOBLE CORP PLC

New

Shares779.2K

Event2026-03-31

Filed2026-05-15

JAMES HARDIE INDS PLC

123.34%

Shares2.0M

Event2026-03-31

Filed2026-05-15

FNV

FRANCO NEV CORP

New

Shares144.0K

Event2026-03-31

Filed2026-05-15

CRH PLC

New

Shares338.1K

Event2026-03-31

Filed2026-05-15

PTEN

PATTERSON-UTI ENERGY INC

New

Shares3.0M

Event2026-03-31

Filed2026-05-15

FIX

COMFORT SYS USA INC

-51.78%

Shares22.4K

Event2026-03-31

Filed2026-05-15

CENX

CENTURY ALUM CO

New

Shares514.8K

Event2026-03-31

Filed2026-05-15

LBRT

LIBERTY ENERGY INC

8.46%

Shares1.0M

Event2026-03-31

Filed2026-05-15

ARMN

ARIS MINING CORPORATION

-17.61%

Shares1.4M

Event2026-03-31

Filed2026-05-15

WLK

WESTLAKE CORPORATION

-43.34%

Shares219.9K

Event2026-03-31

Filed2026-05-15

CCJ

CAMECO CORP

163.14%

Shares233.8K

Event2026-03-31

Filed2026-05-15

LECO

LINCOLN ELEC HLDGS INC

-1.36%

Shares93.5K

Event2026-03-31

Filed2026-05-15

PARR

PAR PAC HOLDINGS INC

-49.69%

Shares369.5K

Event2026-03-31

Filed2026-05-15

OLN

OLIN CORP

New

Shares623.4K

Event2026-03-31

Filed2026-05-15

NXT

NEXTPOWER INC

49.71%

Shares133.2K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

New

Shares82.3K

Event2026-03-31

Filed2026-05-15

DNN

DENISON MINES CORP

-28.72%

Shares4.2M

Event2026-03-31

Filed2026-05-15

SLI

STANDARD LITHIUM LTD

-1.60%

Shares4.0M

Event2026-03-31

Filed2026-05-15

ATO

ATMOS ENERGY CORP

-69.98%

Shares71.5K

Event2026-03-31

Filed2026-05-15

BKR

BAKER HUGHES COMPANY

New

Shares173.4K

Event2026-03-31

Filed2026-05-15

ENERGY TRANSFER L P

New

Shares516.2K

Event2026-03-31

Filed2026-05-15

FLS

FLOWSERVE CORP

New

Shares75.1K

Event2026-03-31

Filed2026-05-15

HUT 8 CORP

-70.81%

Shares114.9K

Event2026-03-31

Filed2026-05-15

CELANESE CORP DEL

New

Shares74.6K

Event2026-03-31

Filed2026-05-15

DUPONT DE NEMOURS INC

-93.15%

Shares85.5K

Event2026-03-31

Filed2026-05-15

TBN

TAMBORAN RES CORP

-1.60%

Shares68.9K

Event2026-03-31

Filed2026-05-15

GENERAL MTRS CO

-95.80%

Shares26.6K

Event2026-03-31

Filed2026-05-15

ALB

ALBEMARLE CORP

New

Shares9.6K

Event2026-03-31

Filed2026-05-15

ARCELORMITTAL SA LUXEMBOURG

New

Shares28.2K

Event2026-03-31

Filed2026-05-15

GTX

GARRETT MOTION INC

-95.35%

Shares78.4K

Event2026-03-31

Filed2026-05-15

WULF

TERAWULF INC

-98.34%

Shares35.9K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available