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 ($146.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 77 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Merewether Investment Management, LP - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | 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 |