Merewether Investment Management

Merewether Investment Management as of Dec. 31, 2025

Portfolio Holdings for Merewether Investment Management

Merewether Investment Management holds 77 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Entergy Corporation (ETR) 3.8 $166M 1.8M 92.43
Xcel Energy (XEL) 3.7 $160M 2.2M 73.86
Chesapeake Energy Corp (EXE) 3.4 $147M 1.3M 110.36
Suncor Energy (SU) 3.3 $146M 3.3M 44.39
Encana Corporation (OVV) 3.3 $142M 3.6M 39.19
Williams Companies (WMB) 3.2 $141M 2.3M 60.11
Targa Res Corp (TRGP) 3.2 $138M 750k 184.50
Sempra Energy (SRE) 3.1 $137M 1.5M 88.29
Nvent Electric SHS (NVT) 3.1 $136M 1.3M 101.97
Dt Midstream Common Stock (DTM) 2.9 $125M 1.0M 119.68
MasTec (MTZ) 2.8 $124M 569k 217.37
Nrg Energy Com New (NRG) 2.8 $122M 766k 159.24
CenterPoint Energy (CNP) 2.6 $111M 2.9M 38.34
BP Sponsored Adr (BP) 2.4 $105M 3.0M 34.73
Bunge Global Sa Com Shs (BG) 2.3 $101M 1.1M 89.08
Primoris Services (PRIM) 2.2 $97M 782k 124.14
Freeport-mcmoran CL B (FCX) 2.2 $97M 1.9M 50.79
Diamondback Energy (FANG) 2.2 $96M 640k 150.33
Permian Resources Corp Class A Com (PR) 2.0 $88M 6.3M 14.03
First Solar (FSLR) 2.0 $85M 325k 261.23
Exxon Mobil Corporation (XOM) 1.9 $84M 702k 120.34
Qnity Electronics Common Stock (Q) 1.6 $72M 878k 81.65
Cheniere Energy Com New (LNG) 1.6 $68M 349k 194.39
Technipfmc (FTI) 1.5 $67M 1.5M 44.56
Vistra Energy (VST) 1.5 $64M 397k 161.33
Valero Energy Corporation (VLO) 1.3 $59M 359k 162.79
Barrick Mng Corp Com Shs (B) 1.3 $58M 1.3M 43.55
Iamgold Corp (IAG) 1.3 $55M 3.3M 16.49
Cabot Oil & Gas Corporation (CTRA) 1.3 $55M 2.1M 26.32
Cummins (CMI) 1.2 $54M 106k 510.45
General Motors Company (GM) 1.2 $52M 633k 81.32
Dupont De Nemours (DD) 1.2 $50M 1.2M 40.20
Legence Corp Cl A (LGN) 1.1 $49M 1.1M 43.04
Alcoa (AA) 1.1 $47M 882k 53.14
Hubbell (HUBB) 1.1 $46M 103k 444.11
Bkv Corp (BKV) 1.0 $46M 1.7M 27.15
EQT Corporation (EQT) 1.0 $45M 845k 53.60
Comfort Systems USA (FIX) 1.0 $43M 46k 933.29
Acuity Brands (AYI) 1.0 $42M 116k 360.04
Cleveland-cliffs (CLF) 0.9 $41M 3.1M 13.28
Atmos Energy Corporation (ATO) 0.9 $40M 238k 167.63
Shell Spon Ads (SHEL) 0.9 $40M 539k 73.48
Cenovus Energy (CVE) 0.8 $35M 2.1M 16.92
Centuri Holdings Com Shs (CTRI) 0.8 $34M 1.3M 25.25
Nucor Corporation (NUE) 0.8 $33M 204k 163.11
SLB Com Stk (SLB) 0.8 $33M 857k 38.38
Centerra Gold (CGAU) 0.7 $32M 2.3M 14.40
Darling International (DAR) 0.7 $32M 878k 36.00
Sensata Technologies Hldg Pl SHS (ST) 0.7 $30M 905k 33.29
Core Natural Resources Com Shs (CNR) 0.7 $30M 339k 88.51
Garrett Motion (GTX) 0.7 $29M 1.7M 17.43
Westlake Chemical Corporation (WLK) 0.7 $29M 388k 73.94
Aris Mng Corp (ARMN) 0.6 $28M 1.7M 16.22
Par Pac Holdings Com New (PARR) 0.6 $26M 734k 35.14
Generac Holdings (GNRC) 0.6 $26M 189k 136.37
Antero Res (AR) 0.6 $25M 728k 34.46
Terawulf (WULF) 0.6 $25M 2.2M 11.49
Cactus Cl A (WHD) 0.5 $23M 505k 45.68
Lincoln Electric Holdings (LECO) 0.5 $23M 95k 239.64
Taseko Cad (TGB) 0.5 $21M 3.7M 5.66
James Hardie Inds Ord Shs (JHX) 0.4 $18M 877k 20.75
Hut 8 Corp (HUT) 0.4 $18M 394k 45.94
Standard Lithium Corp equities (SLI) 0.4 $18M 4.0M 4.47
Liberty Energy Com Cl A (LBRT) 0.4 $18M 951k 18.46
Waterbridge Infrastructure L Cl A Shs Repstg (WBI) 0.4 $17M 870k 20.01
Scorpio Tankers SHS (STNG) 0.4 $17M 324k 50.83
Denison Mines Corp (DNN) 0.4 $16M 5.9M 2.66
Ego (EGO) 0.3 $14M 394k 35.92
Kirby Corporation (KEX) 0.3 $14M 122k 110.18
Viper Energy Cl A (VNOM) 0.3 $12M 318k 38.63
Steel Dynamics (STLD) 0.2 $9.0M 53k 169.45
Talen Energy Corp (TLN) 0.2 $9.0M 24k 374.84
Cameco Corporation (CCJ) 0.2 $8.1M 89k 91.49
Nextpower Class A Com (NXT) 0.2 $7.8M 89k 87.11
Tamboran Res Corp (TBN) 0.0 $1.9M 70k 27.23
Autoliv (ALV) 0.0 $760k 6.4k 118.70
Visteon Corp Com New (VC) 0.0 $495k 5.2k 95.10