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Disclosery

13F-HR filed by Merewether Investment Management, LP

Merewether Investment Management, LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 70 holding rows worth $4,180,073,839.

Accession
0001420506-25-003417
Filer
CIK 1736852
Filed
2025-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 70 entries on the cover page, a total value of $4,180,073,839 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,180,073,839 with VALUE read as dollars as filed, 13F file number 028-20874. The quarter's positions are built on this report. 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 filedCUSIPClassAmountValueValue read asType
ENTERGY CORP NEW COM29364G103Stock2,148,000$200,172,120dollars as filed
MASTEC INC COM576323109Stock867,240$184,557,344dollars as filed
SEMPRA COM816851109Stock1,949,432$175,409,891dollars as filed
NVENT ELEC PLC SHSG6700G107Stock1,699,674$167,655,843dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock1,517,475$161,216,544dollars as filed
SUNCOR ENERGY INC NEW COM867224107Stock3,681,304$154,016,842dollars as filed
EQT CORP COM26884L109Stock2,735,086$148,870,731dollars as filed
XCELENERGY INC98389B100COM1,763,910$142,259,342dollars as filed
TARGA RES CORP COM87612G101Stock798,177$133,726,575dollars as filed
NISOURCE INC COM65473P105Stock2,934,594$127,067,920dollars as filed
CENOVUS ENERGY INC15135U109COM7,138,222$121,278,392dollars as filed
DT MIDSTREAM INC COMMON STOCK23345M107Stock1,000,600$113,127,836dollars as filed
PERMIAN RESOURCES CORP CLASS A COM71424F105Stock8,836,137$113,102,554dollars as filed
VALERO ENERGY CORP COM91913Y100Stock634,731$108,069,300dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock2,165,846$105,520,017dollars as filed
TALEN ENERGY CORP COM87422Q109Stock241,159$102,584,215dollars as filed
DUPONT DE NEMOURS INC COM26614N102Stock1,279,700$99,688,630dollars as filed
CENTERPOINT ENERGY INC15189T107COM2,493,500$96,747,800dollars as filed
FIRST SOLAR INC COM336433107Stock420,700$92,776,971dollars as filed
CUMMINS INC COM231021106Stock215,800$91,147,446dollars as filed
BARRICK MNG CORP06849F108COM SHS2,647,300$86,752,021dollars as filed
NRG ENERGY INC COM NEW629377508Stock530,726$85,951,076dollars as filed
HUBBELL INC COM443510607Stock198,000$85,201,380dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock2,765,800$78,299,798dollars as filed
EXXON MOBIL CORP30231G102COM693,893$78,236,436dollars as filed
BUNGE GLOBAL SA COM SHSH11356104Stock921,700$74,888,125dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock508,750$72,802,125dollars as filed
OVINTIV INC69047Q102COM1,747,097$70,547,777dollars as filed
TECHNIPFMC PLC COMG87110105Stock1,544,135$60,916,126dollars as filed
SHELL PLC SPON ADS780259305ADR750,821$53,706,226dollars as filed
ACUITY INC COM00508Y102Stock147,100$50,659,769dollars as filed
RIOT PLATFORMS INC767292105COM2,510,000$47,765,300dollars as filed
IAMGOLD CORP COM450913108Stock3,432,590$44,383,389dollars as filed
GARRETT MOTION INC366505105COM2,980,200$40,590,324dollars as filed
LEGENCE CORP52476L109CL A1,306,852$40,264,110dollars as filed
SCORPIO TANKERS INCY7542C130SHS686,361$38,470,534dollars as filed
Chevron Corporation166764100COM240,000$37,269,600dollars as filed
HF SINCLAIR CORP COM403949100Stock682,400$35,716,816dollars as filed
COMMERCIAL METALS CO COM201723103Stock468,700$26,847,136dollars as filed
VIPER ENERGY INC64361Q101CL A697,582$26,661,584dollars as filed
STEEL DYNAMICS INC COM858119100Stock189,800$26,463,814dollars as filed
EVERUS CONSTR GROUP COM300426103Stock289,700$24,841,775dollars as filed
GLOBAL X FDS37954Y830GLOBAL X COPPER379,500$22,697,895dollars as filed
MOSAIC CO COM61945C103Stock634,800$22,014,864dollars as filed
WATERBRIDGE INFRASTRUCTURE L940923105CL A SHS REPSTG870,400$21,951,488dollars as filed
NEXTPOWER INC CLASS A COM65290E101Stock280,875$20,781,941dollars as filed
WESTLAKE CORPORATION960413102COM268,400$20,682,904dollars as filed
BKV CORPORATION05603J108COMMON STOCK876,517$20,273,838dollars as filed
GENERAC HLDGS INC368736104COM113,799$19,049,953dollars as filed
DENISON MINES CORP248356107COM6,819,900$18,754,725dollars as filed
ARIS MINING CORPORATION04040Y109COM1,913,400$18,748,447dollars as filed
Schlumberger Limited806857108COM543,200$18,669,784dollars as filed
RAMACO RES INC75134P600COM CL A561,400$18,632,866dollars as filed
VISTRA CORP COM92840M102Stock94,022$18,420,790dollars as filed
PEABODY ENGR CORP704551100COM571,300$15,150,876dollars as filed
FRONTLINE PLC COMM46528101Stock626,500$14,277,935dollars as filed
COEUR MNG INC COM NEW192108504Stock725,600$13,612,256dollars as filed
ATMOS ENERGY CORP COM049560105Stock72,936$12,453,822dollars as filed
BITDEER TECHNOLOGIES GROUP CL A ORD SHSG11448100Stock601,700$10,283,053dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock42,600$10,010,148dollars as filed
VISTEON CORP92839U206COM NEW70,700$8,474,102dollars as filed
CAMECO CORP COM13321L108Stock88,854$7,451,296dollars as filed
WARRIOR MET COAL INC93627C101COM108,569$6,909,331dollars as filed
CANADIAN NAT RES LTD MED TERM COM136385101Stock168,463$5,384,077dollars as filed
COMFORT SYS USA INC COM199908104Stock4,169$3,440,175dollars as filed
SABLE OFFSHORE CORP78574H104COM SHS138,800$2,423,448dollars as filed
ALCOA CORP COM013872106Stock37,500$1,233,375dollars as filed
AUTOLIV INC052800109COM6,400$790,400dollars as filed
DARLING INGREDIENTS INC COM237266101Stock20,614$636,354dollars as filed
ITRON INC COM465741106Stock5,075$632,142dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-25-003417this filing2025-11-14acceptance time not in the bulk data set