13F-HR filed by Merewether Investment Management, LP
Merewether Investment Management, LP filed this 13F-HR for the quarter ended 2020-12-31, filed 2021-02-16, with 30 holding rows worth $426,286,000.
- Accession
- 0001104659-21-023326
- Filer
- CIK 1736852
- Filed
- 2021-02-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2020
A holdings report, 30 entries on the cover page, a total value of $426,286,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $426,290,000 with VALUE read as thousands by filing date, 13F file number 028-20874. A later restatement replaced it, so the quarter does not use it. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| AES CORP COM | 00130H105 | Stock | 1,550,990 | $36,448,000 | thousands by filing date | |
| SUNNOVA ENERGY INTERNATIONAL I | 86745K104 | COM | 772,628 | $34,869,000 | thousands by filing date | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 566,983 | $32,704,000 | thousands by filing date | |
| CANADIAN NAT RES LTD MED TERM COM | 136385101 | Stock | 1,125,104 | $27,059,000 | thousands by filing date | |
| CIMAREX ENERGY CO COM | 171798101 | Stock | 702,803 | $26,362,000 | thousands by filing date | |
| PARSLEY ENERGY INC | 701877102 | CL A | 1,758,410 | $24,969,000 | thousands by filing date | |
| BUNGE LTD | G16962105 | COM | 371,631 | $24,372,000 | thousands by filing date | |
| PIONEER NATURAL RESOURCES CO | 723787107 | COM | 210,174 | $23,937,000 | thousands by filing date | |
| Tourmaline Oil Corp Com | 89156V106 | COM | 1,720,098 | $23,187,000 | thousands by filing date | |
| EQT CORP COM | 26884L109 | Stock | 1,210,245 | $15,382,000 | thousands by filing date | |
| CHAMPIONX CORPORATION | 15872M104 | COM | 1,002,114 | $15,332,000 | thousands by filing date | |
| QUANTA SVCS INC | 74762E102 | COM | 188,832 | $13,600,000 | thousands by filing date | |
| HESS CORP | 42809H107 | COM | 246,110 | $12,992,000 | thousands by filing date | |
| LUNDIN ENERGY AB SPONSORED ADR | 55037R200 | ADR | 449,630 | $12,148,000 | thousands by filing date | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 556,882 | $11,611,000 | thousands by filing date | |
| ROYAL DUTCH SHELL PLC SPN ADR | 780259206 | SPONS ADR A | 329,394 | $11,575,000 | thousands by filing date | |
| APACHE CORP | 037411105 | COM | 760,364 | $10,790,000 | thousands by filing date | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 56,401 | $9,897,000 | thousands by filing date | |
| STAR PEAK ENERGY TRANSITION | 855185104 | CL A | 458,846 | $9,388,000 | thousands by filing date | |
| PLAINS GP HLDGS L P | 72651A207 | LTD PARTNR INT A | 1,011,221 | $8,545,000 | thousands by filing date | |
| CHART INDS INC | 16115Q308 | COM | 71,268 | $8,395,000 | thousands by filing date | |
| TPG PACE BEN FIN CORP | G8990D125 | CL A COM | 255,000 | $6,597,000 | thousands by filing date | |
| ANTERO RESOURCES CORP COM | 03674X106 | Stock | 1,079,017 | $5,881,000 | thousands by filing date | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 79,772 | $4,513,000 | thousands by filing date | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 146,407 | $3,810,000 | thousands by filing date | |
| WHITING PETROLEUM CORP | 966387508 | COMMON STOCK | 118,783 | $2,970,000 | thousands by filing date | |
| IGO LTD | 45344R100 | COM | 500,000 | $2,459,000 | thousands by filing date | |
| SWITCHBACK ENERGY ACQUISTN C | 87105M102 | COM CL A | 59,348 | $2,379,000 | thousands by filing date | |
| OVINTIV INC | 69047Q102 | COM | 150,000 | $2,154,000 | thousands by filing date | |
| CLEAN ENERGY FUELS CORP | 184499101 | COMMON STOCK | 250,000 | $1,965,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-21-023326 | this filing | 2021-02-16 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001420506-21-000803 | base | 2021-05-19 | acceptance time not in the bulk data set |