Merewether Investment Management, LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Merewether Investment Management, LP held in its portfolio 77 assets valued at $4,348,190,973 (i.e. $4.35B).

The most valuable assets in the portfolio included: ENTERGY CORP NEW ($166.09M), XCEL ENERGY INC ($160.11M), and EXPAND ENERGY CORPORATION ($146.68M).

The chart below shows the top 10 valuable assets, and the table below shows the top 77 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Merewether Investment Management, LP Portfolio
ENTERGY CORP NEW
XCEL ENERGY INC
EXPAND ENERGY CORPORATION
SUNCOR ENERGY INC NEW
OVINTIV INC
WILLIAMS COS INC
TARGA RES CORP
SEMPRA
NVENT ELECTRIC PLC
DT MIDSTREAM INC
Merewether Investment Management, LP - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
ENTERGY CORP NEW 1796900 166087467 COM
XCEL ENERGY INC 2167710 160107061 COM
EXPAND ENERGY CORPORATION 1329075 146676717 COM
SUNCOR ENERGY INC NEW 3277504 145481106 COM
OVINTIV INC 3612697 141581595 COM
WILLIAMS COS INC 2341000 140717510 COM
TARGA RES CORP 749577 138296957 COM
SEMPRA 1547132 136596284 COM
NVENT ELECTRIC PLC 1335574 136188481 SHS
DT MIDSTREAM INC 1042600 124778368 COMMON STOCK
MASTEC INC 569140 123713962 COM
NRG ENERGY INC 765626 121918284 COM NEW
CENTERPOINT ENERGY INC 2897000 111070980 COM
BP PLC 3008100 104471313 SPONSORED ADR
BUNGE GLOBAL SA 1132700 100900916 COM SHS
PRIMORIS SVCS CORP 781700 97040238 COM
FREEPORT-MCMORAN INC 1909400 96978426 CL B
DIAMONDBACK ENERGY INC 640250 96248783 COM
PERMIAN RESOURCES CORP 6263137 87871812 CLASS A COM
FIRST SOLAR INC 325100 84925873 COM
EXXON MOBIL CORP 701493 84417668 COM
QNITY ELECTRONICS INC 878048 71692619 COMMON STOCK
CHENIERE ENERGY INC 348600 67764354 COM NEW
TECHNIPFMC PLC 1511128 67335864 COM
VISTRA CORP 397322 64099958 COM
VALERO ENERGY CORP 359131 58462935 COM
BARRICK MNG CORP 1331000 57965050 COM SHS
IAMGOLD CORP 3335790 55007177 COM
COTERRA ENERGY INC 2073500 54574520 COM
CUMMINS INC 106060 54138327 COM
GENERAL MTRS CO 633300 51499956 COM
DUPONT DE NEMOURS INC 1246796 50121199 COM
LEGENCE CORP 1134422 48825523 CL A
ALCOA CORP 882200 46880108 COM
HUBBELL INC 102920 45707801 COM
BKV CORP 1676217 45509292 COM
EQT CORP 845286 45307330 COM
COMFORT SYS USA INC 46349 43257058 COM
ACUITY INC 116000 41764640 COM
CLEVELAND-CLIFFS INC NEW 3096600 41122848 COM
ATMOS ENERGY CORP 238236 39935501 COM
SHELL PLC 539421 39636655 SPON ADS
CENOVUS ENERGY INC 2076591 35135920 COM
CENTURI HOLDINGS INC 1344000 33936000 COM SHS
NUCOR CORP 203900 33258129 COM
SLB LIMITED 857300 32903174 COM STK
CENTERRA GOLD INC 2253100 32439255 COM
DARLING INGREDIENTS INC 878114 31612104 COM
SENSATA TECHNOLOGIES HLDG PL 904600 30114134 SHS
CORE NATURAL RESOURCES INC 339400 30040294 COM SHS
GARRETT MOTION INC 1686100 29388723 COM
WESTLAKE CORPORATION 388100 28696114 COM
ARIS MNG CORP 1694800 27488249 COM
PAR PAC HOLDINGS INC 734400 25806816 COM NEW
GENERAC HLDGS INC 188946 25766566 COM
ANTERO RESOURCES CORP 727700 25076542 COM
TERAWULF INC 2164500 24870105 COM
CACTUS INC 504900 23063832 CL A
LINCOLN ELEC HLDGS INC 94800 22717872 COM
TASEKO MINES LTD 3672900 20788614 COM
JAMES HARDIE INDS PLC 876600 18189450 ORD SHS
HUT 8 CORP 393600 18081984 COM
STANDARD LITHIUM LTD 4037000 18045390 COM
LIBERTY ENERGY INC 951092 17557158 COM CL A
WATERBRIDGE INFRASTRUCTURE L 870400 17416704 CL A SHS REPSTG
SCORPIO TANKERS INC 323861 16461855 SHS
DENISON MINES CORP 5903300 15702778 COM
ELDORADO GOLD CORP NEW 393700 14141704 COM
KIRBY CORP 122300 13475014 COM
VIPER ENERGY INC 318082 12287508 CL A
STEEL DYNAMICS INC 53400 9048630 COM
TALEN ENERGY CORP 23908 8961675 COM
CAMECO CORP 88854 8129252 COM
NEXTPOWER INC 88975 7750612 CLASS A COM
TAMBORAN RES CORP 70000 1906100 COM
AUTOLIV INC 6400 759680 COM
VISTEON CORP 5200 494520 COM NEW