Merewether Investment Management

Latest statistics and disclosures from Merewether Investment Management's latest quarterly 13F-HR filing:

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Positions held by Merewether Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Merewether Investment Management

Merewether Investment Management holds 42 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vistra Energy (VST) 8.2 $153M -36% 2.2M 69.65
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Cenovus Energy (CVE) 7.2 $135M NEW 6.8M 19.99
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Diamondback Energy (FANG) 7.0 $132M +92% 665k 198.17
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Targa Res Corp (TRGP) 6.4 $119M -25% 1.1M 111.99
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Exxon Mobil Corporation (XOM) 5.7 $106M 911k 116.24
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Valero Energy Corporation (VLO) 5.2 $96M +110% 564k 170.69
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Technipfmc (FTI) 4.5 $84M +19% 3.3M 25.11
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Antero Res (AR) 4.4 $82M NEW 2.8M 29.00
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Shell Spon Ads (SHEL) 4.1 $76M -11% 1.1M 67.04
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Cabot Oil & Gas Corporation (CTRA) 3.2 $61M NEW 2.2M 27.88
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Phillips 66 (PSX) 3.2 $59M -52% 362k 163.34
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Chord Energy Corporation Put 3.0 $55M NEW 310k 178.24
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Public Service Enterprise (PEG) 2.9 $54M NEW 802k 66.78
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Marathon Petroleum Corp (MPC) 2.5 $47M NEW 234k 201.50
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Oneok (OKE) 2.5 $47M -13% 582k 80.17
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Nrg Energy Com New (NRG) 2.5 $46M NEW 680k 67.69
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Weatherford Intl Ord Shs (WFRD) 2.4 $46M -40% 396k 115.42
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Permian Resources Corp Class A Com (PR) 2.2 $42M -21% 2.4M 17.66
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Nvent Electric SHS (NVT) 2.2 $41M +33% 537k 75.40
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Array Technologies Com Shs (ARRY) 1.9 $36M NEW 2.4M 14.91
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Crescent Point Energy Trust 1.7 $32M +96% 3.9M 8.19
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Westlake Chemical Corporation (WLK) 1.6 $29M NEW 190k 152.80
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Teck Resources CL B (TECK) 1.5 $28M -38% 603k 45.78
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Viper Energy Cl A (VNOM) 1.4 $27M NEW 700k 38.46
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Enerplus Corp 1.4 $26M +7% 1.3M 19.66
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Canadian Natural Resources (CNQ) 1.4 $26M 334k 76.32
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Itron Note 3/1 1.3 $24M NEW 260k 92.52
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Encana Corporation (OVV) 1.3 $24M -50% 456k 51.90
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Ge Vernova (GEV) 1.2 $23M NEW 168k 136.75
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Kinetik Holdings Com New Cl A (KNTK) 1.2 $22M NEW 550k 39.87
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AES Corporation (AES) 1.0 $19M NEW 1.0M 17.93
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Kirby Corporation (KEX) 0.8 $15M NEW 158k 95.32
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Louisiana-Pacific Corporation (LPX) 0.6 $10M -27% 123k 83.91
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Phinia Common Stock (PHIN) 0.5 $10M NEW 267k 38.43
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Energy Transfer Com Ut Ltd Ptn (ET) 0.5 $8.5M NEW 5.4M 1.58
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Nextracker Class A Com (NXT) 0.4 $7.9M -69% 140k 56.27
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Autoliv (ALV) 0.3 $5.8M -74% 48k 120.43
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Expro Group Holdings Nv (XPRO) 0.3 $5.5M 274k 19.97
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Aptiv SHS (APTV) 0.3 $4.8M -78% 61k 79.65
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Nextera Energy Partners Com Unit Part In (NEP) 0.2 $3.5M -83% 118k 30.08
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Cheniere Energy Com New (LNG) 0.1 $2.6M +38% 16k 161.28
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Nxp Semiconductors N V (NXPI) 0.1 $1.1M NEW 4.3k 247.77
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Past Filings by Merewether Investment Management

SEC 13F filings are viewable for Merewether Investment Management going back to 2020