The Analysis of Merewether Investment Management, LP's Holdings
Currently, Merewether Investment Management, LP holds 70 types of securities in its portfolio with a total value $4.2B. In the most recent quarter, they have increased their positions in DD (+1.3M shares, valued at $99.7M), EXE (+875.6K shares, valued at $93.0M), CMI (+215.8K shares, valued at $91.1M); decreased their positions in VST (-1.2M shares, valued at $239.3M), SHEL (-1.7M shares, valued at $121.3M), KMI (-1.9M shares, valued at $55.0M); initiated new positions in DD (+1.3M shares, valued at $99.7M), CMI (+215.8K shares, valued at $91.1M), NRG (+530.7K shares, valued at $86.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ETR ENTERGY CORP NEW2.1M shares75.45%2025-09-302025-11-14
MTZ MASTEC INC867.2K shares59.79%2025-09-302025-11-14 SRE SEMPRA1.9M shares16.25%2025-09-302025-11-14 NVT NVENT ELECTRIC PLC1.7M shares59.16%2025-09-302025-11-14 EXE EXPAND ENERGY CORPORATION1.5M shares136.41%2025-09-302025-11-14 SU SUNCOR ENERGY INC NEW3.7M shares17.70%2025-09-302025-11-14 EQT EQT CORP2.7M shares-18.68%2025-09-302025-11-14 XEL XCEL ENERGY INC1.8M shares86.64%2025-09-302025-11-14 TRGP TARGA RES CORP798.2K shares-19.59%2025-09-302025-11-14 NI NISOURCE INC2.9M shares-2.38%2025-09-302025-11-14 CVE CENOVUS ENERGY INC7.1M shares17.20%2025-09-302025-11-14 DTM DT MIDSTREAM INC1.0M shares192.40%2025-09-302025-11-14 PR PERMIAN RESOURCES CORP8.8M shares63.50%2025-09-302025-11-14 VLO VALERO ENERGY CORP634.7K shares19.44%2025-09-302025-11-14 BKR BAKER HUGHES COMPANY2.2M shares359.70%2025-09-302025-11-14 TLN TALEN ENERGY CORP241.2K shares-11.71%2025-09-302025-11-14 DD DUPONT DE NEMOURS INC1.3M sharesnew addition2025-09-302025-11-14 CNP CENTERPOINT ENERGY INC2.5M shares85.55%2025-09-302025-11-14 FSLR FIRST SOLAR INC420.7K shares111.83%2025-09-302025-11-14 CMI CUMMINS INC215.8K sharesnew addition2025-09-302025-11-14 B BARRICK MNG CORP2.6M shares175.04%2025-09-302025-11-14 NRG NRG ENERGY INC530.7K sharesnew addition2025-09-302025-11-14 HUBB HUBBELL INC198.0K shares18.63%2025-09-302025-11-14 KMI KINDER MORGAN INC DEL2.8M shares-41.28%2025-09-302025-11-14 XOM EXXON MOBIL CORP693.9K shares-0.93%2025-09-302025-11-14 BG BUNGE GLOBAL SA921.7K sharesnew addition2025-09-302025-11-14 FANG DIAMONDBACK ENERGY INC508.8K shares20.09%2025-09-302025-11-14 OVV OVINTIV INC1.7M shares-18.60%2025-09-302025-11-14 FTI TECHNIPFMC PLC1.5M shares216.85%2025-09-302025-11-14 SHEL SHELL PLC750.8K shares-69.31%2025-09-302025-11-14 AYI ACUITY INC147.1K sharesnew addition2025-09-302025-11-14 RIOT RIOT PLATFORMS INC2.5M shares6.39%2025-09-302025-11-14 IAG IAMGOLD CORP3.4M shares-31.60%2025-09-302025-11-14 GTX GARRETT MOTION INC3.0M sharesnew addition2025-09-302025-11-14 LGN LEGENCE CORP1.3M sharesnew addition2025-09-302025-11-14 STNG SCORPIO TANKERS INC686.4K sharesnew addition2025-09-302025-11-14 CVX CHEVRON CORP NEW240.0K sharesnew addition2025-09-302025-11-14 DINO HF SINCLAIR CORP682.4K sharesnew addition2025-09-302025-11-14 CMC COMMERCIAL METALS CO468.7K sharesnew addition2025-09-302025-11-14 VNOM VIPER ENERGY INC697.6K sharesnew addition2025-09-302025-11-14 STLD STEEL DYNAMICS INC189.8K sharesnew addition2025-09-302025-11-14 ECG EVERUS CONSTR GROUP289.7K sharesnew addition2025-09-302025-11-14 COPX GLOBAL X FDS379.5K sharesnew addition2025-09-302025-11-14 MOS MOSAIC CO NEW634.8K shares-68.01%2025-09-302025-11-14 WBI WATERBRIDGE INFRASTRUCTURE L870.4K sharesnew addition2025-09-302025-11-14 NXT NEXTRACKER INC280.9K shares80.38%2025-09-302025-11-14 WLK WESTLAKE CORPORATION268.4K sharesnew addition2025-09-302025-11-14 BKV BKV CORP876.5K shares0.00%2025-09-302025-11-14 GNRC GENERAC HLDGS INC113.8K shares-57.20%2025-09-302025-11-14 DNN DENISON MINES CORP6.8M sharesnew addition2025-09-302025-11-14 ARMN ARIS MNG CORP1.9M sharesnew addition2025-09-302025-11-14 SLB SCHLUMBERGER LTD543.2K shares53.79%2025-09-302025-11-14 METC RAMACO RES INC561.4K sharesnew addition2025-09-302025-11-14 VST VISTRA CORP94.0K shares-92.85%2025-09-302025-11-14 BTU PEABODY ENERGY CORP571.3K sharesnew addition2025-09-302025-11-14 FRO FRONTLINE PLC626.5K shares95.96%2025-09-302025-11-14 CDE COEUR MNG INC725.6K sharesnew addition2025-09-302025-11-14 ATO ATMOS ENERGY CORP72.9K shares-79.07%2025-09-302025-11-14 BTDR BITDEER TECHNOLOGIES GROUP601.7K sharesnew addition2025-09-302025-11-14 LNG CHENIERE ENERGY INC42.6K sharesnew addition2025-09-302025-11-14 VC VISTEON CORP70.7K sharesnew addition2025-09-302025-11-14 CCJ CAMECO CORP88.9K shares-47.90%2025-09-302025-11-14 HCC WARRIOR MET COAL INC108.6K shares-68.45%2025-09-302025-11-14 CNQ CANADIAN NAT RES LTD168.5K shares-90.73%2025-09-302025-11-14 FIX COMFORT SYS USA INC4.2K shares-93.99%2025-09-302025-11-14 SOC SABLE OFFSHORE CORP138.8K shares-65.30%2025-09-302025-11-14 AA ALCOA CORP37.5K sharesnew addition2025-09-302025-11-14 ALV AUTOLIV INC6.4K shares0.00%2025-09-302025-11-14 DAR DARLING INGREDIENTS INC20.6K shares0.00%2025-09-302025-11-14 ITRI ITRON INC5.1K shares-98.31%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available