Merewether Cyclicals Partners as of March 31, 2021
Portfolio Holdings for Merewether Cyclicals Partners
Merewether Cyclicals Partners holds 32 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Denbury | 6.6 | $41M | 863k | 47.89 | |
| Cimarex Energy | 6.6 | $41M | 687k | 59.39 | |
| Darling International (DAR) | 6.0 | $37M | 502k | 73.58 | |
| Encana Corporation (OVV) | 5.9 | $36M | 1.5M | 23.82 | |
| Sunnova Energy International (NOVA) | 5.7 | $36M | 872k | 40.82 | |
| Schlumberger (SLB) | 5.6 | $35M | 1.3M | 27.19 | |
| Devon Energy Corporation (DVN) | 5.5 | $34M | 1.6M | 21.85 | |
| Canadian Natural Resources (CNQ) | 5.3 | $33M | 1.1M | 30.87 | |
| Valero Energy Corporation (VLO) | 5.1 | $32M | 444k | 71.60 | |
| Pioneer Natural Resources | 4.9 | $30M | 190k | 158.82 | |
| AES Corporation (AES) | 3.8 | $23M | 871k | 26.81 | |
| Championx Corp (CHX) | 3.5 | $22M | 994k | 21.73 | |
| Royal Dutch Shell Spons Adr A | 3.4 | $21M | 533k | 39.21 | |
| Chesapeake Energy Corp (CHK) | 3.2 | $20M | 465k | 43.39 | |
| Shoals Technologies Group In Cl A (SHLS) | 3.2 | $20M | 571k | 34.78 | |
| Apa Corporation (APA) | 2.7 | $17M | 946k | 17.90 | |
| Array Technologies Com Shs (ARRY) | 2.5 | $16M | 520k | 29.82 | |
| Cheniere Energy Com New (LNG) | 2.5 | $15M | 212k | 72.01 | |
| Baker Hughes Company Cl A (BKR) | 2.4 | $15M | 697k | 21.61 | |
| EQT Corporation (EQT) | 2.1 | $13M | 705k | 18.58 | |
| Tpg Pace Ben Fin Corp Cl A Com | 1.8 | $12M | 586k | 19.58 | |
| Climate Change Crisis Real I Cl A Com | 1.7 | $11M | 770k | 13.70 | |
| Antero Res (AR) | 1.7 | $10M | 1.0M | 10.20 | |
| Hess (HES) | 1.6 | $10M | 143k | 70.76 | |
| Clean Energy Fuels (CLNE) | 1.6 | $9.9M | 720k | 13.74 | |
| Freeport-mcmoran CL B (FCX) | 0.9 | $5.8M | 177k | 32.93 | |
| Aemetis Com New (AMTX) | 0.9 | $5.6M | 230k | 24.52 | |
| Rice Acquisition Corp Com Cl A | 0.9 | $5.4M | 532k | 10.11 | |
| Bunge | 0.8 | $4.8M | 61k | 79.27 | |
| ConocoPhillips (COP) | 0.7 | $4.1M | 77k | 52.97 | |
| 4068594 Enphase Energy (ENPH) | 0.6 | $3.7M | 23k | 162.14 | |
| Star Peak Corp Ii Unit 99/99/9999 | 0.4 | $2.8M | 264k | 10.46 |
