Merewether Investment Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Merewether Investment Management, Lp disclosed 75 stock positions valued at approximately $5.31B as of quarter-end June 30, 2026. The largest holdings include DEVON ENERGY CORP NEW, OVINTIV INC, and ENTERGY CORP NEW.
- Report Period
- June 30, 2026
- No. of Stocks
- 75
- Portfolio Value
- $5.31B
Holdings by Sector
Merewether Investment Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DEVON ENERGY CORP NEW | DVN | Energy | 5.11% | 6,561,677 | +6,561,677 | +100.00% | $271,128,494 |
| OVINTIV INC | OVV | Energy | 4.33% | 4,361,717 | +78,403 | +1.83% | $229,644,400 |
| ENTERGY CORP NEW | ETR | Utilities | 3.87% | 1,787,604 | +693,062 | +63.32% | $205,324,195 |
| VISTRA CORP | VST | Utilities | 3.78% | 1,265,438 | +149,817 | +13.43% | $200,736,430 |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 3.09% | 3,002,575 | -321,948 | -9.68% | $164,000,647 |
| PHILLIPS 66 | PSX | Energy | 3.08% | 967,351 | +885,051 | +1075.40% | $163,530,687 |
| WILLIAMS COS INC | WMB | Energy | 3.06% | 2,182,992 | +514,564 | +30.84% | $162,283,625 |
| SUNCOR ENERGY INC NEW | SU | Energy | 2.85% | 2,814,167 | -289,684 | -9.33% | $151,254,538 |
| DT MIDSTREAM INC | DTM | Energy | 2.62% | 946,016 | +111,010 | +13.29% | $138,818,388 |
| TARGA RES CORP | TRGP | Energy | 2.54% | 502,928 | -145,512 | -22.44% | $134,855,114 |
| CENTERPOINT ENERGY INC | CNP | Utilities | 2.48% | 2,983,658 | +31,253 | +1.06% | $131,400,298 |
| CENOVUS ENERGY INC | CVE | Energy | 2.28% | 4,871,447 | +99,847 | +2.09% | $120,860,600 |
| NVENT ELEC PLC | NVT | Other | 2.17% | 677,859 | -272,472 | -28.67% | $114,971,665 |
| PERMIAN RESOURCES CORP | PR | Energy | 2.12% | 6,112,296 | -36,219 | -0.59% | $112,527,369 |
| RALLIANT CORP | RAL | Other | 2.12% | 1,526,211 | +413,961 | +37.22% | $112,374,916 |
| ALLIANT ENERGY CORP | LNT | Utilities | 2.03% | 1,412,803 | +1,412,803 | +100.00% | $107,782,741 |
| BUNGE GLOBAL SA | BG | Other | 1.94% | 965,795 | -152,748 | -13.66% | $103,079,300 |
| HALLIBURTON CO | HAL | Energy | 1.71% | 2,668,794 | +2,668,794 | +100.00% | $90,605,556 |
| CHENIERE ENERGY INC | LNG | Energy | 1.70% | 377,399 | -82,072 | -17.86% | $90,202,135 |
| TECHNIPFMC PLC | FTI | Energy | 1.62% | 1,296,300 | +460,017 | +55.01% | $85,944,690 |
| EQT CORP | EQT | Energy | 1.58% | 1,577,324 | +507,474 | +47.43% | $83,866,317 |
| SOLSTICE ADVANCED MATLS INC | SOLS | Other | 1.52% | 910,394 | +267,943 | +41.71% | $80,660,908 |
| WESCO INTL INC | WCC | Industrials | 1.52% | 233,424 | +233,424 | +100.00% | $80,631,652 |
| MASTEC INC | MTZ | Industrials | 1.49% | 190,236 | -32,825 | -14.72% | $79,149,590 |
| MADISON AIR SOLUTIONS CORP | MAIR | Other | 1.43% | 1,943,728 | +1,943,728 | +100.00% | $75,805,392 |
| MARATHON PETE CORP | MPC | Energy | 1.39% | 288,592 | -21,908 | -7.06% | $73,784,317 |
| LEGENCE CORP | LGN | Other | 1.37% | 852,658 | +126,322 | +17.39% | $72,672,041 |
| COMFORT SYS USA INC | FIX | Industrials | 1.37% | 36,660 | +14,309 | +64.02% | $72,658,287 |
| BP PLC | BP | Energy | 1.28% | 1,842,007 | -1,699,390 | -47.99% | $68,062,159 |
| CRH PLC | CRH | Other | 1.26% | 626,927 | +288,808 | +85.42% | $67,081,189 |
Showing 30 of 75 holdings in the latest reporting period.