Merewether Investment Management, Lp Portfolio Stock Holdings
Merewether Investment Management, Lp disclosed 79 stock positions valued at approximately $5.2 billion in its latest SEC 13F filing. The largest holdings include COTERRA ENERGY INC, OVINTIV INC, and DARLING INGREDIENTS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 79
- Portfolio Value
- $5.2B
Holdings by Sector
Merewether Investment Management, Lp Portfolio Holdings in Q1 2026
72 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COTERRA ENERGY INC | CTRA | Energy | 4.97% | 7,301,691 | +5,228,191 | +252.14% | $256,581,422 |
| OVINTIV INC | OVV | Energy | 4.92% | 4,283,314 | +670,617 | +18.56% | $254,257,519 |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 3.98% | 3,324,523 | +2,446,409 | +278.60% | $205,621,748 |
| SUNCOR ENERGY INC NEW | SU | Energy | 3.97% | 3,103,851 | -173,653 | -5.30% | $205,228,221 |
| VISTRA CORP | VST | Utilities | 3.25% | 1,115,621 | +718,299 | +180.79% | $167,711,305 |
| BP PLC | BP | Energy | 3.22% | 3,541,397 | +533,297 | +17.73% | $166,445,659 |
| TARGA RES CORP | TRGP | Energy | 3.15% | 648,440 | -101,137 | -13.49% | $162,583,361 |
| BUNGE GLOBAL SA | BG | Other | 2.75% | 1,118,543 | -14,157 | -1.25% | $142,278,670 |
| SEMPRA | SRE | Utilities | 2.66% | 1,412,788 | -134,344 | -8.68% | $137,280,610 |
| PERMIAN RESOURCES CORP | PR | Energy | 2.54% | 6,148,515 | -114,622 | -1.83% | $131,086,340 |
| CHENIERE ENERGY INC | LNG | Energy | 2.52% | 459,471 | +110,871 | +31.80% | $130,379,491 |
| NRG ENERGY INC | NRG | Utilities | 2.52% | 890,906 | +125,280 | +16.36% | $130,197,003 |
| CENTERPOINT ENERGY INC | CNP | Utilities | 2.47% | 2,952,405 | +55,405 | +1.91% | $127,425,800 |
| CENOVUS ENERGY INC | CVE | Energy | 2.45% | 4,771,600 | +2,695,009 | +129.78% | $126,590,548 |
| ENTERGY CORP NEW | ETR | Utilities | 2.38% | 1,094,542 | -702,358 | -39.09% | $122,982,739 |
| XCEL ENERGY INC | XEL | Utilities | 2.36% | 1,531,542 | -636,168 | -29.35% | $121,665,696 |
| WILLIAMS COS INC | WMB | Energy | 2.35% | 1,668,428 | -672,572 | -28.73% | $121,428,190 |
| DT MIDSTREAM INC | DTM | Energy | 2.18% | 835,006 | -207,594 | -19.91% | $112,450,258 |
| NVENT ELEC PLC | NVT | Other | 2.18% | 950,331 | -385,243 | -28.84% | $112,405,151 |
| HUBBELL INC | HUBB | Industrials | 2.06% | 216,337 | +113,417 | +110.20% | $106,165,219 |
| PRIMORIS SVCS CORP | PRIM | Industrials | 1.87% | 674,839 | -106,861 | -13.67% | $96,528,971 |
| CORE NATURAL RESOURCES INC | CEIX | Other | 1.47% | 726,634 | +387,234 | +114.09% | $76,100,379 |
| MARATHON PETE CORP | MPC | Energy | 1.47% | 310,500 | +310,500 | +100.00% | $75,817,890 |
| MASTEC INC | MTZ | Industrials | 1.39% | 223,061 | -346,079 | -60.81% | $71,767,646 |
| CONOCOPHILLIPS | COP | Energy | 1.33% | 522,192 | +522,192 | +100.00% | $68,929,344 |
| EQT CORP | EQT | Energy | 1.32% | 1,069,850 | +224,564 | +26.57% | $68,085,254 |
| HF SINCLAIR CORP | DINO | Energy | 1.27% | 1,054,435 | +1,054,435 | +100.00% | $65,786,200 |
| SENSATA TECHNOLOGIES HLDG PL | ST | Other | 1.23% | 1,796,642 | +892,042 | +98.61% | $63,277,731 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 1.14% | 998,764 | -910,636 | -47.69% | $58,707,348 |
| TECHNIPFMC PLC | G87110105 | Other | 1.12% | 836,283 | -674,845 | -44.66% | $57,812,244 |
| IAMGOLD CORP | IAG | Basic Materials | 1.08% | 2,953,542 | -382,248 | -11.46% | $55,585,660 |
| LYONDELLBASELL INDUSTRIES NV | LYB | Other | 1.02% | 654,687 | +654,687 | +100.00% | $52,741,585 |
| DIAMONDBACK ENERGY INC | FANG | Energy | 1.02% | 266,065 | -374,185 | -58.44% | $52,624,996 |
| NUCOR CORP | NUE | Basic Materials | 0.96% | 293,114 | +89,214 | +43.75% | $49,565,577 |
| EXPAND ENERGY CORPORATION | CHK | Energy | 0.92% | 431,690 | -897,385 | -67.52% | $47,390,928 |
| RALLIANT CORP | RAL | Other | 0.90% | 1,112,250 | +1,112,250 | +100.00% | $46,258,478 |
| SELECT WATER SOLUTIONS INC | WTTR | Energy | 0.86% | 2,889,000 | +2,889,000 | +100.00% | $44,201,700 |
| ANTERO RESOURCES CORP | AR | Energy | 0.78% | 951,200 | +223,500 | +30.71% | $40,368,928 |
| CENTERRA GOLD INC | CGAU | Basic Materials | 0.78% | 2,264,523 | +11,423 | +0.51% | $40,146,443 |
| EXXON MOBIL CORP | XOM | Energy | 0.77% | 233,262 | -468,231 | -66.75% | $39,575,231 |
| CUMMINS INC | CMI | Industrials | 0.77% | 73,528 | -32,532 | -30.67% | $39,559,535 |
| SEADRILL LTD | G7997W102 | Other | 0.76% | 867,338 | +867,338 | +100.00% | $39,463,879 |
| NOBLE CORP PLC | NE | Energy and Utilities | 0.74% | 779,215 | +779,215 | +100.00% | $38,236,080 |
| FRANCO NEV CORP | FNV | Basic Materials | 0.69% | 144,000 | +144,000 | +100.00% | $35,575,200 |
| CRH PLC | CRH | Other | 0.69% | 338,119 | +338,119 | +100.00% | $35,543,069 |
| PATTERSON-UTI ENERGY INC | PTEN | Energy | 0.63% | 3,003,324 | +3,003,324 | +100.00% | $32,525,999 |
| COMFORT SYS USA INC | FIX | Industrials | 0.60% | 22,351 | -23,998 | -51.78% | $30,821,805 |
| CENTURY ALUM CO | CENX | Basic Materials | 0.58% | 514,800 | +514,800 | +100.00% | $30,213,612 |
| LIBERTY ENERGY INC | LBRT | Energy | 0.58% | 1,031,575 | +80,483 | +8.46% | $29,709,360 |
| ARIS MINING CORPORATION | ARMN | Basic Materials | 0.50% | 1,396,396 | -298,404 | -17.61% | $25,919,952 |
| WESTLAKE CORPORATION | WLK | Basic Materials | 0.50% | 219,900 | -168,200 | -43.34% | $25,688,718 |
| CAMECO CORP | CCJ | Energy | 0.49% | 233,810 | +144,956 | +163.14% | $25,394,104 |
| LINCOLN ELEC HLDGS INC | LECO | Industrials | 0.45% | 93,508 | -1,292 | -1.36% | $23,290,973 |
| PAR PAC HOLDINGS INC | PARR | Energy | 0.45% | 369,465 | -364,935 | -49.69% | $23,143,288 |
| OLIN CORP | OLN | Basic Materials | 0.36% | 623,377 | +623,377 | +100.00% | $18,532,998 |
| NEXTPOWER INC | NXT | Technology | 0.31% | 133,207 | +44,232 | +49.71% | $16,058,104 |
| PHILLIPS 66 | PSX | Energy | 0.29% | 82,300 | +82,300 | +100.00% | $14,993,414 |
| DENISON MINES CORP | DNN | Energy | 0.29% | 4,208,160 | -1,695,140 | -28.72% | $14,854,805 |
| STANDARD LITHIUM LTD | SLI | Basic Materials | 0.26% | 3,972,396 | -64,604 | -1.60% | $13,545,870 |
| ATMOS ENERGY CORP | ATO | Utilities | 0.26% | 71,509 | -166,727 | -69.98% | $13,209,142 |
| BAKER HUGHES COMPANY | BKR | Energy | 0.20% | 173,400 | +173,400 | +100.00% | $10,586,070 |
| ENERGY TRANSFER L P | ET | Energy | 0.19% | 516,200 | +516,200 | +100.00% | $9,962,660 |
| FLOWSERVE CORP | FLS | Industrials | 0.11% | 75,100 | +75,100 | +100.00% | $5,520,601 |
| HUT 8 CORP | HUT | Financial Services | 0.10% | 114,909 | -278,691 | -70.81% | $5,390,381 |
| CELANESE CORP DEL | CE | Basic Materials | 0.09% | 74,600 | +74,600 | +100.00% | $4,906,442 |
| DUPONT DE NEMOURS INC | DD | Basic Materials | 0.08% | 85,460 | -1,161,336 | -93.15% | $3,914,068 |
| TAMBORAN RES CORP | TBN | Energy | 0.07% | 68,879 | -1,121 | -1.60% | $3,443,261 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 0.04% | 26,628 | -606,672 | -95.80% | $1,983,786 |
| ALBEMARLE CORP | ALB | Basic Materials | 0.03% | 9,640 | +9,640 | +100.00% | $1,730,669 |
| ARCELORMITTAL SA LUXEMBOURG | MT | Basic Materials | 0.03% | 28,173 | +28,173 | +100.00% | $1,426,978 |
| GARRETT MOTION INC | GTX | Consumer Cyclical | 0.03% | 78,363 | -1,607,737 | -95.35% | $1,423,856 |
| TERAWULF INC | WULF | Financial Services | 0.01% | 35,912 | -2,128,588 | -98.34% | $518,210 |