The Analysis of Merewether Investment Management, LP's Holdings
Currently, Merewether Investment Management, LP holds 77 types of securities in its portfolio with a total value $4.3B. In the most recent quarter, they have increased their positions in WMB (+2.3M shares, valued at $140.7M), BP (+3.0M shares, valued at $104.5M), PRIM (+781.7K shares, valued at $97.0M); decreased their positions in N/A (-1.9M shares, valued at $101.3M), CVE (-5.1M shares, valued at $85.6M), TLN (-217.3K shares, valued at $81.4M); initiated new positions in WMB (+2.3M shares, valued at $140.7M), BP (+3.0M shares, valued at $104.5M), PRIM (+781.7K shares, valued at $97.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ETR ENTERGY CORP NEW1.8M shares-16.35%2025-12-312026-02-17
XEL XCEL ENERGY INC2.2M shares22.89%2025-12-312026-02-17 EXE EXPAND ENERGY CORPORATION1.3M shares-12.42%2025-12-312026-02-17 SU SUNCOR ENERGY INC NEW3.3M shares-10.97%2025-12-312026-02-17 OVV OVINTIV INC3.6M shares106.78%2025-12-312026-02-17 WMB WILLIAMS COS INC2.3M sharesnew addition2025-12-312026-02-17 TRGP TARGA RES CORP749.6K shares-6.09%2025-12-312026-02-17 SRE SEMPRA1.5M shares-20.64%2025-12-312026-02-17 NVT NVENT ELECTRIC PLC1.3M shares-21.42%2025-12-312026-02-17 DTM DT MIDSTREAM INC1.0M shares4.20%2025-12-312026-02-17 MTZ MASTEC INC569.1K shares-34.37%2025-12-312026-02-17 NRG NRG ENERGY INC765.6K shares44.26%2025-12-312026-02-17 CNP CENTERPOINT ENERGY INC2.9M shares16.18%2025-12-312026-02-17 BP BP PLC3.0M sharesnew addition2025-12-312026-02-17 PRIM PRIMORIS SVCS CORP781.7K sharesnew addition2025-12-312026-02-17 FCX FREEPORT-MCMORAN INC1.9M sharesnew addition2025-12-312026-02-17 FANG DIAMONDBACK ENERGY INC640.3K shares25.85%2025-12-312026-02-17 PR PERMIAN RESOURCES CORP6.3M shares-29.12%2025-12-312026-02-17 FSLR FIRST SOLAR INC325.1K shares-22.72%2025-12-312026-02-17 XOM EXXON MOBIL CORP701.5K shares1.10%2025-12-312026-02-17 LNG CHENIERE ENERGY INC348.6K shares718.31%2025-12-312026-02-17 FTI TECHNIPFMC PLC1.5M shares-2.14%2025-12-312026-02-17 VST VISTRA CORP397.3K shares322.58%2025-12-312026-02-17 VLO VALERO ENERGY CORP359.1K shares-43.42%2025-12-312026-02-17 IAG IAMGOLD CORP3.3M shares-2.82%2025-12-312026-02-17 CTRA COTERRA ENERGY INC2.1M sharesnew addition2025-12-312026-02-17 CMI CUMMINS INC106.1K shares-50.85%2025-12-312026-02-17 GM GENERAL MTRS CO633.3K sharesnew addition2025-12-312026-02-17 LGN LEGENCE CORP1.1M shares-13.19%2025-12-312026-02-17 AA ALCOA CORP882.2K shares2252.53%2025-12-312026-02-17 HUBBELL INC HUBBELL INC102.9K shares-48.02%2025-12-312026-02-17 BKV BKV CORP1.7M shares91.24%2025-12-312026-02-17 EQT CORP EQT CORP845.3K shares-69.09%2025-12-312026-02-17 FIX COMFORT SYS USA INC46.3K shares1011.75%2025-12-312026-02-17 AYI ACUITY INC116.0K shares-21.14%2025-12-312026-02-17 CLF CLEVELAND-CLIFFS INC NEW3.1M sharesnew addition2025-12-312026-02-17 ATO ATMOS ENERGY CORP238.2K shares226.64%2025-12-312026-02-17 SHEL SHELL PLC539.4K shares-28.16%2025-12-312026-02-17 CVE CENOVUS ENERGY INC2.1M shares-70.91%2025-12-312026-02-17 CTRI CENTURI HOLDINGS INC1.3M sharesnew addition2025-12-312026-02-17 NUE NUCOR CORP203.9K sharesnew addition2025-12-312026-02-17 SLB SLB LIMITED857.3K shares57.82%2025-12-312026-02-17 CGAU CENTERRA GOLD INC2.3M sharesnew addition2025-12-312026-02-17 DAR DARLING INGREDIENTS INC878.1K shares4159.79%2025-12-312026-02-17 ST SENSATA TECHNOLOGIES HLDG PL904.6K sharesnew addition2025-12-312026-02-17 GTX GARRETT MOTION INC1.7M shares-43.42%2025-12-312026-02-17 WLK WESTLAKE CORPORATION388.1K shares44.60%2025-12-312026-02-17 ARMN ARIS MNG CORP1.7M shares-11.42%2025-12-312026-02-17 PARR PAR PAC HOLDINGS INC734.4K sharesnew addition2025-12-312026-02-17 GNRC GENERAC HLDGS INC188.9K shares66.03%2025-12-312026-02-17 AR ANTERO RESOURCES CORP727.7K sharesnew addition2025-12-312026-02-17 WULF TERAWULF INC2.2M sharesnew addition2025-12-312026-02-17 WHD CACTUS INC504.9K sharesnew addition2025-12-312026-02-17 LECO LINCOLN ELEC HLDGS INC94.8K sharesnew addition2025-12-312026-02-17 TGB TASEKO MINES LTD3.7M sharesnew addition2025-12-312026-02-17 HUT 8 CORP HUT 8 CORP393.6K sharesnew addition2025-12-312026-02-17 SLI STANDARD LITHIUM LTD4.0M sharesnew addition2025-12-312026-02-17 LBRT LIBERTY ENERGY INC951.1K sharesnew addition2025-12-312026-02-17 WBI WATERBRIDGE INFRASTRUCTURE L870.4K shares0.00%2025-12-312026-02-17 STNG SCORPIO TANKERS INC323.9K shares-52.81%2025-12-312026-02-17 DNN DENISON MINES CORP5.9M shares-13.44%2025-12-312026-02-17 EGO ELDORADO GOLD CORP NEW393.7K sharesnew addition2025-12-312026-02-17 KEX KIRBY CORP122.3K sharesnew addition2025-12-312026-02-17 STLD STEEL DYNAMICS INC53.4K shares-71.87%2025-12-312026-02-17 TLN TALEN ENERGY CORP23.9K shares-90.09%2025-12-312026-02-17 CCJ CAMECO CORP88.9K shares0.00%2025-12-312026-02-17 NXT NEXTPOWER INC89.0K shares-68.32%2025-12-312026-02-17 TBN TAMBORAN RES CORP70.0K sharesnew addition2025-12-312026-02-17 ALV AUTOLIV INC6.4K shares0.00%2025-12-312026-02-17 VC VISTEON CORP5.2K shares-92.64%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available