Merewether Investment Management as of Dec. 31, 2020
Portfolio Holdings for Merewether Investment Management
Merewether Investment Management holds 30 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) | 8.6 | $36M | 1.6M | 23.50 | |
| Sunnova Energy International (NOVA) | 8.2 | $35M | 773k | 45.13 | |
| Darling International (DAR) | 7.7 | $33M | 567k | 57.68 | |
| Canadian Natural Resources (CNQ) | 6.3 | $27M | 1.1M | 24.05 | |
| Cimarex Energy | 6.2 | $26M | 703k | 37.51 | |
| Parsley Energy Inc-class A | 5.9 | $25M | 1.8M | 14.20 | |
| Bunge | 5.7 | $24M | 372k | 65.58 | |
| Pioneer Natural Resources | 5.6 | $24M | 210k | 113.89 | |
| Tourmaline Oil (TRMLF) | 5.4 | $23M | 1.7M | 13.48 | |
| EQT Corporation (EQT) | 3.6 | $15M | 1.2M | 12.71 | |
| Championx Corp (CHX) | 3.6 | $15M | 1.0M | 15.30 | |
| Quanta Services (PWR) | 3.2 | $14M | 189k | 72.02 | |
| Hess (HES) | 3.0 | $13M | 246k | 52.79 | |
| Lundin Pete Ab | 2.8 | $12M | 450k | 27.02 | |
| Baker Hughes A Ge Company (BKR) | 2.7 | $12M | 557k | 20.85 | |
| Royal Dutch Shell | 2.7 | $12M | 329k | 35.14 | |
| Apache Corporation | 2.5 | $11M | 760k | 14.19 | |
| 4068594 Enphase Energy (ENPH) | 2.3 | $9.9M | 56k | 175.48 | |
| Star Peak Energy Transition | 2.2 | $9.4M | 459k | 20.46 | |
| Plains Gp Holdings Lp-cl A (PAGP) | 2.0 | $8.5M | 1.0M | 8.45 | |
| Chart Industries (GTLS) | 2.0 | $8.4M | 71k | 117.79 | |
| Tpg Pace Ben Fin Corp | 1.5 | $6.6M | 255k | 25.87 | |
| Antero Res (AR) | 1.4 | $5.9M | 1.1M | 5.45 | |
| Valero Energy Corporation (VLO) | 1.1 | $4.5M | 80k | 56.57 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.9 | $3.8M | 146k | 26.02 | |
| Whiting Petroleum Corporation | 0.7 | $3.0M | 119k | 25.00 | |
| Igo | 0.6 | $2.5M | 500k | 4.92 | |
| Switchback Energy Acquisitio | 0.6 | $2.4M | 59k | 40.09 | |
| Encana Corporation (OVV) | 0.5 | $2.2M | 150k | 14.36 | |
| Clean Energy Fuels (CLNE) | 0.5 | $2.0M | 250k | 7.86 |
