Merewether Investment Management as of Dec. 31, 2020
Portfolio Holdings for Merewether Investment Management
Merewether Investment Management holds 27 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| AES Corporation (AES) | 9.4 | $36M | 1.6M | 23.50 | |
| Sunnova Energy International (NOVA) | 9.0 | $35M | 773k | 45.13 | |
| Darling International (DAR) | 8.4 | $33M | 567k | 57.68 | |
| Canadian Natural Resources (CNQ) | 7.0 | $27M | 1.1M | 24.05 | |
| Cimarex Energy | 6.8 | $26M | 703k | 37.51 | |
| Parsley Energy Cl A | 6.4 | $25M | 1.8M | 14.20 | |
| Bunge | 6.3 | $24M | 372k | 65.58 | |
| Pioneer Natural Resources | 6.2 | $24M | 210k | 113.89 | |
| EQT Corporation (EQT) | 4.0 | $15M | 1.2M | 12.71 | |
| Championx Corp (CHX) | 3.9 | $15M | 1.0M | 15.30 | |
| Quanta Services (PWR) | 3.5 | $14M | 189k | 72.02 | |
| Hess (HES) | 3.3 | $13M | 246k | 52.79 | |
| Baker Hughes Company Cl A (BKR) | 3.0 | $12M | 557k | 20.85 | |
| Royal Dutch Shell Spons Adr A | 3.0 | $12M | 329k | 35.14 | |
| Apache Corporation | 2.8 | $11M | 760k | 14.19 | |
| 4068594 Enphase Energy (ENPH) | 2.5 | $9.9M | 56k | 175.48 | |
| Star Peak Energy Transition Cl A | 2.4 | $9.4M | 459k | 20.46 | |
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 2.2 | $8.5M | 1.0M | 8.45 | |
| Chart Inds Com Par $0.01 (GTLS) | 2.2 | $8.4M | 71k | 117.79 | |
| Tpg Pace Ben Fin Corp Cl A Com | 1.7 | $6.6M | 255k | 25.87 | |
| Antero Res (AR) | 1.5 | $5.9M | 1.1M | 5.45 | |
| Valero Energy Corporation (VLO) | 1.2 | $4.5M | 80k | 56.57 | |
| Freeport-mcmoran CL B (FCX) | 1.0 | $3.8M | 146k | 26.02 | |
| Whiting Pete Corp Com New | 0.8 | $3.0M | 119k | 25.00 | |
| Switchback Energy Acquistn C Com Cl A | 0.6 | $2.4M | 59k | 40.09 | |
| Encana Corporation (OVV) | 0.6 | $2.2M | 150k | 14.36 | |
| Clean Energy Fuels (CLNE) | 0.5 | $2.0M | 250k | 7.86 |
